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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $65,660,438 | +4.7% | 236,913 | -5.8% | 2.20% | -4.9% |
| Q3 2023 | $62,739,203 | -8.7% | 251,611 | -4.3% | 2.32% | -6.3% |
| Q2 2023 | $68,746,491 | +0.6% | 262,913 | -3.8% | 2.47% | -5.4% |
| Q1 2023 | $68,337,208 | +100647.8% | 273,174 | -2.6% | 2.61% | -6.4% |
| Q4 2022 | $67,830 | -99.9% | 280,416 | -1.5% | 2.79% | -1.6% |
| Q3 2022 | $62,447,000 | -7.7% | 284,807 | -4.8% | 2.83% | -3.3% |
| Q2 2022 | $67,659,000 | -20.1% | 299,070 | -5.2% | 2.93% | -8.5% |
| Q1 2022 | $84,675,000 | -6.4% | 315,551 | -1.3% | 3.20% | -4.7% |
| Q4 2021 | $90,480,000 | +7.0% | 319,627 | -0.6% | 3.36% | -3.9% |
| Q3 2021 | $84,590,000 | -2.1% | 321,548 | -0.0% | 3.50% | -4.7% |
| Q2 2021 | $86,438,000 | +0.9% | 321,655 | -2.3% | 3.67% | -8.9% |
| Q1 2021 | $85,708,000 | +9.2% | 329,293 | -3.6% | 4.03% | +0.3% |
| Q4 2020 | $78,480,000 | +18.4% | 341,470 | -4.6% | 4.02% | +3.7% |
| Q3 2020 | $66,309,000 | -2.2% | 357,825 | -6.1% | 3.88% | -11.3% |
| Q2 2020 | $67,784,000 | +22.3% | 381,197 | -1.0% | 4.37% | -1.2% |
| Q1 2020 | $55,417,000 | -31.2% | 385,214 | -1.5% | 4.42% | -11.1% |
| Q4 2019 | $80,526,000 | +6.9% | 391,246 | +0.4% | 4.97% | -1.4% |
| Q3 2019 | $75,328,000 | -2.8% | 389,836 | -2.3% | 5.04% | -5.9% |
| Q2 2019 | $77,496,000 | -99.9% | 398,928 | +2.0% | 5.36% | +0.4% |
| Q1 2019 | $74,042,900,000 | +19.2% | 390,934 | +4.5% | 5.34% | +0.4% |
| Q4 2018 | $62,139,320,000 | -17.0% | 374,198 | +0.6% | 5.32% | -4.2% |
| Q3 2018 | $74,845,459,000 | +2.1% | 371,829 | -1.2% | 5.55% | -5.1% |
| Q2 2018 | $73,308,375,000 | +4.9% | 376,365 | +1.0% | 5.85% | +1.2% |
| Q1 2018 | $69,895,522,000 | -1.1% | 372,637 | +0.1% | 5.78% | -1.2% |
| Q4 2017 | $70,674,262,000 | +8.2% | 372,401 | +2.0% | 5.86% | +8.2% |
| Q3 2017 | $65,322,830,000 | +4.7% | 365,136 | +1.8% | 5.41% | -2.5% |
| Q2 2017 | $62,373,599,000 | +3.9% | 358,572 | +2.3% | 5.55% | -1.5% |
| Q1 2017 | $60,022,883,000 | +10.9% | 350,560 | +7.1% | 5.64% | -14.8% |
| Q4 2016 | $54,108,507,000 | +29.2% | 327,256 | +16.8% | 6.62% | +25.1% |
| Q2 2016 | $41,865,352,000 | -0.2% | 280,242 | -3.7% | 5.29% | -6.5% |
| Q1 2016 | $41,956,550,000 | +3.6% | 290,981 | +0.1% | 5.66% | -2.3% |
| Q4 2015 | $40,502,692,000 | +229.4% | 290,717 | +223.3% | 5.79% | +123.3% |
| Q3 2015 | $12,295,388,000 | +31.7% | 89,918 | +37.8% | 2.59% | +24.4% |
| Q2 2015 | $9,337,830,000 | -75.5% | 65,263 | -73.9% | 2.09% | -66.8% |
| Q1 2015 | $38,070,534,000 | +116.0% | 250,497 | +105.8% | 6.27% | +10.1% |
| Q4 2014 | $17,626,649,000 | +43.4% | 121,731 | +35.4% | 5.70% | +133.1% |
| Q3 2014 | $12,295,387,000 | +31.7% | 89,918 | +37.8% | 2.44% | -33.8% |
| Q2 2014 | $9,337,830,000 | +62.7% | 65,263 | +56.3% | 3.69% | +9.9% |
| Q1 2014 | $5,740,610,000 | +15.8% | 41,759 | +12.7% | 3.36% | -26.4% |
| Q4 2013 | $4,955,921,000 | – | 37,037 | – | 4.56% | – |
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% |