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 | $9,874,056 | -4.4% | 39,599 | +0.3% | 1.79% | -0.7% |
| Q2 2023 | $10,328,246 | +3.3% | 39,499 | -1.2% | 1.80% | -3.2% |
| Q1 2023 | $9,998,564 | +4.0% | 39,969 | +0.5% | 1.86% | -1.5% |
| Q4 2022 | $9,617,066 | +10.2% | 39,758 | -0.1% | 1.89% | +2.9% |
| Q3 2022 | $8,727,000 | -4.2% | 39,801 | -1.2% | 1.84% | +3.0% |
| Q2 2022 | $9,111,000 | -16.0% | 40,271 | -0.3% | 1.78% | -2.0% |
| Q1 2022 | $10,840,000 | -7.4% | 40,396 | -2.3% | 1.82% | -6.4% |
| Q4 2021 | $11,701,000 | +7.7% | 41,334 | +0.1% | 1.94% | +2.9% |
| Q3 2021 | $10,866,000 | -2.3% | 41,305 | -0.2% | 1.89% | -4.1% |
| Q2 2021 | $11,122,000 | +3.9% | 41,386 | +0.6% | 1.97% | -0.7% |
| Q1 2021 | $10,705,000 | +6.8% | 41,128 | -5.7% | 1.98% | -1.7% |
| Q4 2020 | $10,021,000 | +21.2% | 43,603 | -2.3% | 2.02% | +2.7% |
| Q3 2020 | $8,267,000 | +2.2% | 44,613 | -1.9% | 1.96% | -6.2% |
| Q2 2020 | $8,088,000 | -2.0% | 45,483 | -20.7% | 2.09% | -22.8% |
| Q1 2020 | $8,250,000 | -36.3% | 57,350 | -8.9% | 2.71% | -17.9% |
| Q4 2019 | $12,951,000 | +6.7% | 62,925 | +0.2% | 3.30% | -4.5% |
| Q3 2019 | $12,139,000 | +2.2% | 62,824 | +2.7% | 3.46% | +1.4% |
| Q2 2019 | $11,879,000 | +1.1% | 61,149 | -1.4% | 3.41% | +1.7% |
| Q1 2019 | $11,748,000 | +11.3% | 62,028 | -2.4% | 3.35% | -1.9% |
| Q4 2018 | $10,551,000 | -18.6% | 63,537 | -1.3% | 3.42% | -2.3% |
| Q3 2018 | $12,959,000 | +9.3% | 64,381 | +5.7% | 3.50% | +4.8% |
| Q2 2018 | $11,858,000 | +5.6% | 60,881 | +1.7% | 3.34% | +4.8% |
| Q1 2018 | $11,226,000 | -5.0% | 59,851 | -3.9% | 3.19% | -3.1% |
| Q4 2017 | $11,816,000 | +6.0% | 62,260 | -0.1% | 3.29% | +1.8% |
| Q3 2017 | $11,147,000 | +3.0% | 62,309 | +0.1% | 3.23% | -2.0% |
| Q2 2017 | $10,825,000 | +1.8% | 62,233 | +0.2% | 3.30% | -2.2% |
| Q1 2017 | $10,637,000 | +24.9% | 62,128 | +20.6% | 3.37% | +14.6% |
| Q4 2016 | $8,519,000 | +26.0% | 51,528 | +17.9% | 2.94% | +20.6% |
| Q3 2016 | $6,762,000 | +3.1% | 43,711 | -0.5% | 2.44% | -1.9% |
| Q2 2016 | $6,559,000 | +3.8% | 43,911 | +0.2% | 2.48% | +2.5% |
| Q1 2016 | $6,317,000 | +3.2% | 43,810 | -0.3% | 2.42% | +0.4% |
| Q4 2015 | $6,120,000 | -15.1% | 43,929 | -16.7% | 2.42% | +3.2% |
| Q3 2015 | $7,206,000 | -7.3% | 52,753 | +1.7% | 2.34% | +2.6% |
| Q2 2015 | $7,776,000 | -1.1% | 51,853 | +0.2% | 2.28% | -2.6% |
| Q1 2015 | $7,865,000 | +5.3% | 51,753 | +0.4% | 2.34% | +6.0% |
| Q4 2014 | $7,466,000 | +9.2% | 51,567 | +2.5% | 2.21% | +6.7% |
| Q3 2014 | $6,835,000 | -4.9% | 50,291 | +0.2% | 2.07% | -4.9% |
| Q2 2014 | $7,184,000 | +3.4% | 50,211 | -0.7% | 2.18% | -2.2% |
| Q1 2014 | $6,948,000 | +4.5% | 50,548 | +1.7% | 2.23% | -1.3% |
| Q4 2013 | $6,649,000 | +4.2% | 49,695 | -3.3% | 2.26% | +0.8% |
| Q3 2013 | $6,382,000 | +10.4% | 51,411 | +2.7% | 2.24% | +6.6% |
| Q2 2013 | $5,780,000 | – | 50,049 | – | 2.10% | – |
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% |