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 | $6,075,536 | -5.6% | 24,365 | -1.0% | 1.43% | -3.2% |
| Q2 2023 | $6,437,766 | +5.8% | 24,620 | +1.2% | 1.48% | -0.3% |
| Q1 2023 | $6,084,809 | +103665.5% | 24,324 | +0.3% | 1.49% | +1.7% |
| Q4 2022 | $5,864 | -99.9% | 24,244 | +0.7% | 1.46% | +3.8% |
| Q3 2022 | $5,278,000 | -51.3% | 24,072 | -49.7% | 1.41% | +9.8% |
| Q2 2022 | $10,834,000 | +67.5% | 47,890 | +98.7% | 1.28% | -7.2% |
| Q1 2022 | $6,468,000 | -5.9% | 24,104 | -0.7% | 1.38% | -2.4% |
| Q4 2021 | $6,871,000 | +6.8% | 24,272 | -0.7% | 1.42% | -0.8% |
| Q3 2021 | $6,431,000 | -1.7% | 24,445 | +0.4% | 1.43% | -2.5% |
| Q2 2021 | $6,542,000 | -1.1% | 24,344 | -4.2% | 1.46% | -6.6% |
| Q1 2021 | $6,614,000 | +13.4% | 25,409 | +0.1% | 1.57% | +5.3% |
| Q4 2020 | $5,835,000 | +28.8% | 25,390 | +3.8% | 1.49% | +12.5% |
| Q3 2020 | $4,531,000 | +3.7% | 24,451 | -0.5% | 1.32% | -5.2% |
| Q2 2020 | $4,371,000 | +11.9% | 24,581 | -9.5% | 1.40% | -4.1% |
| Q1 2020 | $3,907,000 | -43.8% | 27,157 | -19.6% | 1.46% | -27.2% |
| Q4 2019 | $6,954,000 | +19.1% | 33,786 | +11.8% | 2.00% | +12.7% |
| Q3 2019 | $5,841,000 | -7.0% | 30,230 | -6.5% | 1.78% | -8.8% |
| Q2 2019 | $6,282,000 | +2.7% | 32,337 | +0.1% | 1.95% | -2.3% |
| Q1 2019 | $6,119,000 | +13.7% | 32,305 | -0.3% | 1.99% | +1.0% |
| Q4 2018 | $5,383,000 | -16.2% | 32,414 | +1.6% | 1.97% | -5.6% |
| Q3 2018 | $6,422,000 | +4.8% | 31,904 | +1.5% | 2.09% | -2.3% |
| Q2 2018 | $6,125,000 | +3.3% | 31,444 | -0.5% | 2.14% | -0.3% |
| Q1 2018 | $5,928,000 | +10.7% | 31,602 | +12.0% | 2.15% | +11.5% |
| Q4 2017 | $5,355,000 | +0.5% | 28,214 | -5.3% | 1.92% | -2.5% |
| Q3 2017 | $5,327,000 | -0.1% | 29,778 | -2.8% | 1.98% | -0.1% |
| Q2 2017 | $5,330,000 | -4.0% | 30,641 | -5.5% | 1.98% | -4.2% |
| Q1 2017 | $5,554,000 | +3.6% | 32,439 | 0.0% | 2.06% | -0.9% |
| Q4 2016 | $5,363,000 | +27.7% | 32,439 | +19.5% | 2.08% | +4.2% |
| Q3 2016 | $4,200,000 | +2.5% | 27,146 | -1.0% | 2.00% | +23.5% |
| Q2 2016 | $4,098,000 | +1.1% | 27,432 | -2.4% | 1.62% | -2.2% |
| Q1 2016 | $4,054,000 | +9.3% | 28,119 | +5.6% | 1.65% | +5.1% |
| Q4 2015 | $3,710,000 | +0.7% | 26,630 | -1.3% | 1.57% | -7.0% |
| Q3 2015 | $3,686,000 | -11.3% | 26,980 | -2.7% | 1.69% | -3.3% |
| Q2 2015 | $4,157,000 | -3.6% | 27,715 | -2.3% | 1.75% | -2.0% |
| Q1 2015 | $4,311,000 | +3.1% | 28,365 | -1.7% | 1.79% | +3.4% |
| Q4 2014 | $4,180,000 | +4.3% | 28,865 | -1.5% | 1.73% | -0.2% |
| Q3 2014 | $4,007,000 | -3.8% | 29,305 | +0.6% | 1.73% | -4.9% |
| Q2 2014 | $4,167,000 | +3.9% | 29,125 | -0.1% | 1.82% | -0.7% |
| Q1 2014 | $4,009,000 | +4.2% | 29,160 | +1.5% | 1.83% | -18.5% |
| Q4 2013 | $3,846,000 | +5.1% | 28,739 | -2.5% | 2.25% | -0.6% |
| Q3 2013 | $3,658,000 | +38.9% | 29,464 | +29.2% | 2.26% | +37.0% |
| Q2 2013 | $2,634,000 | – | 22,809 | – | 1.65% | – |
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% |