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 | $12,075,771 | -6.3% | 48,429 | -1.7% | 0.82% | -3.0% |
| Q2 2023 | $12,888,611 | +4.8% | 49,291 | +0.2% | 0.84% | -2.2% |
| Q1 2023 | $12,304,119 | +2.9% | 49,185 | -0.5% | 0.86% | -1.9% |
| Q4 2022 | $11,956,623 | +10.4% | 49,430 | +0.1% | 0.88% | +2.2% |
| Q3 2022 | $10,828,000 | -3.0% | 49,382 | +0.0% | 0.86% | +0.4% |
| Q2 2022 | $11,167,000 | -15.4% | 49,362 | +0.4% | 0.85% | -4.4% |
| Q1 2022 | $13,194,000 | -5.0% | 49,169 | +0.2% | 0.89% | +1.9% |
| Q4 2021 | $13,885,000 | +7.8% | 49,051 | +0.2% | 0.88% | -4.3% |
| Q3 2021 | $12,875,000 | -2.3% | 48,940 | -0.2% | 0.92% | -0.3% |
| Q2 2021 | $13,182,000 | +6.2% | 49,053 | +2.9% | 0.92% | -1.3% |
| Q1 2021 | $12,412,000 | +10.2% | 47,687 | -2.7% | 0.93% | +3.6% |
| Q4 2020 | $11,263,000 | +27.1% | 49,008 | +2.5% | 0.90% | +10.7% |
| Q3 2020 | $8,861,000 | +2.8% | 47,815 | -1.4% | 0.81% | -4.7% |
| Q2 2020 | $8,622,000 | -51.9% | 48,487 | -61.1% | 0.85% | -49.3% |
| Q1 2020 | $17,928,000 | -30.4% | 124,624 | -0.4% | 1.68% | -13.6% |
| Q4 2019 | $25,755,000 | +6.6% | 125,130 | +0.1% | 1.94% | +0.2% |
| Q3 2019 | $24,156,000 | +4.5% | 125,010 | +5.0% | 1.94% | +1.0% |
| Q2 2019 | $23,119,000 | +3.2% | 119,010 | +0.7% | 1.92% | -0.4% |
| Q1 2019 | $22,393,000 | +12.9% | 118,231 | -1.0% | 1.93% | +0.5% |
| Q4 2018 | $19,835,000 | -17.5% | 119,442 | -0.0% | 1.92% | -5.6% |
| Q3 2018 | $24,047,000 | +3.1% | 119,465 | -0.2% | 2.03% | -2.8% |
| Q2 2018 | $23,324,000 | +5.1% | 119,748 | +1.2% | 2.09% | -0.3% |
| Q1 2018 | $22,201,000 | -0.1% | 118,360 | +1.1% | 2.10% | +1.6% |
| Q4 2017 | $22,222,000 | +7.6% | 117,093 | +1.4% | 2.06% | +0.5% |
| Q3 2017 | $20,656,000 | +3.9% | 115,460 | +1.0% | 2.05% | +0.6% |
| Q2 2017 | $19,887,000 | +5.6% | 114,325 | +3.9% | 2.04% | +0.3% |
| Q1 2017 | $18,834,000 | +6.6% | 110,000 | +2.9% | 2.04% | -0.1% |
| Q4 2016 | $17,674,000 | +9.2% | 106,893 | +2.2% | 2.04% | +0.4% |
| Q3 2016 | $16,180,000 | +9.9% | 104,579 | +6.2% | 2.03% | +3.8% |
| Q2 2016 | $14,717,000 | +6.9% | 98,514 | +3.2% | 1.95% | +1.4% |
| Q1 2016 | $13,768,000 | +5.3% | 95,488 | +1.7% | 1.93% | +2.8% |
| Q4 2015 | $13,078,000 | +6.0% | 93,868 | +3.9% | 1.87% | -2.5% |
| Q3 2015 | $12,337,000 | -6.3% | 90,310 | +2.8% | 1.92% | +0.3% |
| Q2 2015 | $13,171,000 | +1.0% | 87,822 | +2.3% | 1.92% | +0.9% |
| Q1 2015 | $13,042,000 | +6.2% | 85,816 | +1.2% | 1.90% | +6.0% |
| Q4 2014 | $12,277,000 | +6.4% | 84,785 | +0.5% | 1.79% | +2.6% |
| Q3 2014 | $11,535,000 | -2.3% | 84,355 | +2.2% | 1.74% | -4.3% |
| Q2 2014 | $11,812,000 | +7.5% | 82,553 | +3.3% | 1.82% | +1.3% |
| Q1 2014 | $10,991,000 | +5.5% | 79,951 | +2.7% | 1.80% | +3.0% |
| Q4 2013 | $10,421,000 | +12.3% | 77,873 | +4.2% | 1.75% | +2.6% |
| Q3 2013 | $9,280,000 | +11.3% | 74,756 | +3.5% | 1.70% | +4.5% |
| Q2 2013 | $8,339,000 | – | 72,196 | – | 1.63% | – |
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% |