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 | $49,863,816 | -4.8% | 199,975 | -0.2% | 1.94% | -0.7% |
| Q2 2023 | $52,391,231 | +5.8% | 200,364 | +1.2% | 1.95% | +4.0% |
| Q1 2023 | $49,539,311 | +2.4% | 198,031 | -1.0% | 1.88% | -2.5% |
| Q4 2022 | $48,401,859 | +8.7% | 200,099 | -1.4% | 1.93% | +2.9% |
| Q3 2022 | $44,514,000 | -2.6% | 203,019 | +0.5% | 1.87% | +1.6% |
| Q2 2022 | $45,700,000 | -15.6% | 202,007 | +0.1% | 1.84% | -8.2% |
| Q1 2022 | $54,160,000 | -4.6% | 201,832 | +0.6% | 2.01% | -0.1% |
| Q4 2021 | $56,777,000 | +8.8% | 200,570 | +1.1% | 2.01% | -0.8% |
| Q3 2021 | $52,177,000 | -0.9% | 198,340 | +1.2% | 2.03% | -0.3% |
| Q2 2021 | $52,672,000 | +1.6% | 196,003 | -1.6% | 2.03% | -5.1% |
| Q1 2021 | $51,845,000 | +7.0% | 199,188 | -5.5% | 2.14% | +1.6% |
| Q4 2020 | $48,455,000 | +22.8% | 210,829 | -1.0% | 2.11% | +5.6% |
| Q3 2020 | $39,469,000 | +2.5% | 212,990 | -1.7% | 2.00% | -4.1% |
| Q2 2020 | $38,510,000 | +32.0% | 216,566 | +6.8% | 2.08% | +16.4% |
| Q1 2020 | $29,175,000 | -27.3% | 202,801 | +4.1% | 1.79% | -12.3% |
| Q4 2019 | $40,108,000 | +6.2% | 194,871 | -0.3% | 2.04% | -0.3% |
| Q3 2019 | $37,783,000 | +1.9% | 195,535 | +2.5% | 2.05% | +0.3% |
| Q2 2019 | $37,073,000 | +4.0% | 190,843 | +1.4% | 2.04% | +1.7% |
| Q1 2019 | $35,653,000 | +16.2% | 188,240 | +1.9% | 2.01% | +8.7% |
| Q4 2018 | $30,674,000 | -16.7% | 184,719 | +1.0% | 1.85% | -9.9% |
| Q3 2018 | $36,802,000 | +4.0% | 182,833 | +0.7% | 2.05% | -3.6% |
| Q2 2018 | $35,372,000 | +3.1% | 181,602 | -0.7% | 2.12% | +1.8% |
| Q1 2018 | $34,292,000 | -2.1% | 182,823 | -0.9% | 2.09% | -1.9% |
| Q4 2017 | $35,027,000 | +5.1% | 184,566 | -0.9% | 2.13% | -0.1% |
| Q3 2017 | $33,320,000 | +2.7% | 186,250 | -0.1% | 2.13% | -1.5% |
| Q2 2017 | $32,429,000 | +2.2% | 186,429 | +0.6% | 2.16% | -1.0% |
| Q1 2017 | $31,737,000 | +3.4% | 185,360 | -0.2% | 2.18% | -3.1% |
| Q4 2016 | $30,707,000 | +8.5% | 185,722 | +1.5% | 2.26% | +3.1% |
| Q3 2016 | $28,311,000 | +4.4% | 182,996 | +0.8% | 2.19% | -2.1% |
| Q2 2016 | $27,124,000 | -3.0% | 181,567 | -9.5% | 2.23% | -16.6% |
| Q1 2016 | $27,966,000 | 0.0% | 200,732 | 0.0% | 2.68% | 0.0% |
| Q4 2015 | $27,966,000 | -1.0% | 200,732 | -2.9% | 2.68% | -14.6% |
| Q3 2015 | $28,254,000 | -38.2% | 206,826 | -32.2% | 3.14% | +3.6% |
| Q2 2015 | $45,750,000 | +43.4% | 305,043 | +45.3% | 3.03% | -12.4% |
| Q1 2015 | $31,905,000 | +2.7% | 209,928 | -2.2% | 3.46% | +10.0% |
| Q4 2014 | $31,068,000 | +5.7% | 214,555 | -0.2% | 3.14% | +2.3% |
| Q3 2014 | $29,384,000 | -10.7% | 214,950 | -6.5% | 3.07% | -9.5% |
| Q2 2014 | $32,888,000 | +2.7% | 229,855 | -1.3% | 3.39% | -1.0% |
| Q1 2014 | $32,017,000 | +2.7% | 232,900 | -0.1% | 3.43% | +4.8% |
| Q4 2013 | $31,185,000 | +6.3% | 233,053 | -1.4% | 3.27% | -3.6% |
| Q3 2013 | $29,347,000 | +8.5% | 236,408 | +1.0% | 3.39% | +2.7% |
| Q2 2013 | $27,036,000 | -49.4% | 234,080 | -49.5% | 3.31% | +3.2% |
| Q1 2013 | $53,382,000 | – | 463,910 | – | 3.20% | – |
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% |