ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,141,783 | -13.3% | 119,172 | -0.5% | 4.20% | +2.1% |
| Q2 2023 | $31,322,380 | +11.3% | 119,789 | +6.5% | 4.11% | +9.7% |
| Q1 2023 | $28,144,620 | +9.2% | 112,507 | +5.6% | 3.75% | +7.2% |
| Q4 2022 | $25,771,746 | +33.3% | 106,543 | +21.7% | 3.49% | +25.4% |
| Q3 2022 | $19,327,000 | +33.7% | 87,564 | +38.5% | 2.79% | +42.1% |
| Q2 2022 | $14,453,000 | -13.6% | 63,201 | +1.1% | 1.96% | -1.2% |
| Q1 2022 | $16,730,000 | -2.5% | 62,499 | +2.8% | 1.98% | +5.7% |
| Q4 2021 | $17,167,000 | -1.2% | 60,775 | -7.2% | 1.88% | +8.6% |
| Q3 2021 | $17,379,000 | -22.9% | 65,514 | -21.9% | 1.73% | -31.2% |
| Q2 2021 | $22,530,000 | -2.4% | 83,903 | -5.0% | 2.51% | -3.0% |
| Q1 2021 | $23,076,000 | +12.7% | 88,363 | -0.8% | 2.59% | -12.9% |
| Q4 2020 | $20,479,000 | +1.7% | 89,106 | -17.1% | 2.98% | +14.4% |
| Q3 2020 | $20,146,000 | -8.1% | 107,471 | -11.8% | 2.60% | +95.4% |
| Q2 2020 | $21,916,000 | +27.8% | 121,895 | +3.9% | 1.33% | -48.7% |
| Q1 2020 | $17,155,000 | -32.7% | 117,282 | -5.2% | 2.60% | -24.1% |
| Q4 2019 | $25,498,000 | +6.1% | 123,654 | +0.3% | 3.42% | +7.8% |
| Q3 2019 | $24,041,000 | -0.2% | 123,239 | +0.2% | 3.17% | -7.7% |
| Q2 2019 | $24,094,000 | +3.0% | 122,955 | +0.9% | 3.44% | +1.2% |
| Q1 2019 | $23,381,000 | -32.4% | 121,874 | -28.8% | 3.40% | -35.2% |
| Q4 2018 | $34,602,000 | +0.4% | 171,268 | +0.4% | 5.24% | -0.1% |
| Q3 2018 | $34,479,000 | -8.4% | 170,670 | -13.7% | 5.24% | -11.5% |
| Q2 2018 | $37,634,000 | +0.9% | 197,791 | +0.8% | 5.93% | -7.3% |
| Q1 2018 | $37,314,000 | -5.1% | 196,229 | -5.3% | 6.39% | +19.2% |
| Q4 2017 | $39,333,000 | +5.7% | 207,255 | -0.3% | 5.36% | +1.9% |
| Q3 2017 | $37,197,000 | +4.3% | 207,922 | +1.4% | 5.26% | +0.2% |
| Q2 2017 | $35,661,000 | +1.9% | 205,009 | +0.3% | 5.25% | -4.2% |
| Q1 2017 | $35,005,000 | +6.4% | 204,446 | +2.7% | 5.48% | -2.8% |
| Q4 2016 | $32,901,000 | +24.3% | 198,989 | +16.3% | 5.64% | +20.2% |
| Q3 2016 | $26,465,000 | +2.6% | 171,063 | -0.9% | 4.69% | -1.6% |
| Q2 2016 | $25,797,000 | +28.9% | 172,680 | +20.2% | 4.76% | +28.0% |
| Q1 2016 | $20,020,000 | 0.0% | 143,700 | 0.0% | 3.72% | -0.0% |
| Q4 2015 | $20,020,000 | -2.2% | 143,700 | -4.1% | 3.72% | +0.4% |
| Q3 2015 | $20,466,000 | -8.6% | 149,812 | +0.4% | 3.71% | +0.7% |
| Q2 2015 | $22,385,000 | -1.2% | 149,255 | +0.1% | 3.68% | -1.6% |
| Q1 2015 | $22,663,000 | +87.5% | 149,121 | +78.7% | 3.74% | +22.4% |
| Q4 2014 | $12,090,000 | +5.8% | 83,452 | -0.1% | 3.06% | -23.0% |
| Q3 2014 | $11,422,000 | -2.5% | 83,535 | +2.0% | 3.97% | -4.9% |
| Q2 2014 | $11,712,000 | +7.2% | 81,857 | +3.0% | 4.17% | -1.4% |
| Q1 2014 | $10,924,000 | -22.3% | 79,471 | -24.4% | 4.23% | -10.6% |
| Q4 2013 | $14,061,000 | +8.8% | 105,087 | +1.0% | 4.73% | +0.5% |
| Q3 2013 | $12,922,000 | +8.9% | 104,094 | +1.3% | 4.71% | -4.9% |
| Q2 2013 | $11,865,000 | – | 102,732 | – | 4.95% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |