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 | $5,011,013 | -8.5% | 20,096 | -4.0% | 0.47% | -6.0% |
| Q2 2023 | $5,474,163 | -0.9% | 20,935 | -5.2% | 0.50% | -6.1% |
| Q1 2023 | $5,526,347 | -3.3% | 22,091 | -6.5% | 0.53% | -8.8% |
| Q4 2022 | $5,716,872 | +3.3% | 23,634 | -6.4% | 0.58% | -6.3% |
| Q3 2022 | $5,536,000 | -3.3% | 25,246 | -0.2% | 0.62% | +1.1% |
| Q2 2022 | $5,724,000 | -16.2% | 25,302 | -0.6% | 0.61% | -5.3% |
| Q1 2022 | $6,833,000 | -4.9% | 25,465 | +0.3% | 0.64% | -0.9% |
| Q4 2021 | $7,184,000 | +7.7% | 25,377 | +0.1% | 0.65% | -1.4% |
| Q3 2021 | $6,671,000 | -4.3% | 25,360 | -2.3% | 0.66% | -7.2% |
| Q2 2021 | $6,972,000 | -29.8% | 25,944 | -32.0% | 0.71% | -33.6% |
| Q1 2021 | $9,937,000 | +11.0% | 38,180 | -2.0% | 1.07% | +3.7% |
| Q4 2020 | $8,950,000 | +21.9% | 38,942 | -1.7% | 1.03% | +5.2% |
| Q3 2020 | $7,341,000 | +3.9% | 39,615 | -0.3% | 0.98% | -3.2% |
| Q2 2020 | $7,067,000 | +24.6% | 39,742 | +0.8% | 1.01% | +6.6% |
| Q1 2020 | $5,673,000 | -30.3% | 39,437 | -0.3% | 0.95% | -5.1% |
| Q4 2019 | $8,141,000 | +5.3% | 39,552 | -1.1% | 1.00% | -2.2% |
| Q3 2019 | $7,731,000 | -0.7% | 40,011 | -0.1% | 1.02% | -1.6% |
| Q2 2019 | $7,782,000 | +1.7% | 40,058 | -0.8% | 1.04% | -3.0% |
| Q1 2019 | $7,650,000 | +13.9% | 40,389 | +0.1% | 1.07% | +1.2% |
| Q4 2018 | $6,714,000 | -16.2% | 40,350 | +1.4% | 1.06% | +0.6% |
| Q3 2018 | $8,014,000 | +2.8% | 39,812 | -0.5% | 1.06% | +79.7% |
| Q2 2018 | $7,794,000 | +0.6% | 40,016 | -3.1% | 0.59% | -48.6% |
| Q1 2018 | $7,744,000 | -4.2% | 41,283 | -3.1% | 1.14% | -1.6% |
| Q4 2017 | $8,087,000 | +5.6% | 42,610 | -0.5% | 1.16% | +4.3% |
| Q3 2017 | $7,660,000 | +3.1% | 42,817 | +0.2% | 1.11% | -1.4% |
| Q2 2017 | $7,431,000 | -2.3% | 42,720 | -3.8% | 1.13% | -7.6% |
| Q1 2017 | $7,603,000 | +1.3% | 44,405 | -2.3% | 1.22% | -4.3% |
| Q4 2016 | $7,505,000 | +2.6% | 45,448 | -3.8% | 1.28% | +0.7% |
| Q3 2016 | $7,312,000 | +2.2% | 47,264 | -1.4% | 1.27% | -3.8% |
| Q2 2016 | $7,158,000 | +39.8% | 47,915 | +35.0% | 1.32% | +25.2% |
| Q1 2016 | $5,119,000 | +5.9% | 35,500 | +2.3% | 1.05% | +3.7% |
| Q4 2015 | $4,832,000 | +3.2% | 34,686 | +1.3% | 1.01% | -6.5% |
| Q3 2015 | $4,680,000 | -17.5% | 34,257 | -9.5% | 1.08% | -10.2% |
| Q2 2015 | $5,675,000 | +7.1% | 37,842 | +8.5% | 1.21% | +7.7% |
| Q1 2015 | $5,301,000 | -46.7% | 34,880 | -49.2% | 1.12% | +5.2% |
| Q4 2014 | $9,938,000 | +113.7% | 68,628 | +101.8% | 1.07% | +5.6% |
| Q3 2014 | $4,650,000 | -7.3% | 34,005 | -3.0% | 1.01% | -7.2% |
| Q2 2014 | $5,015,000 | +10.8% | 35,048 | +6.4% | 1.09% | -0.7% |
| Q1 2014 | $4,526,000 | +12.4% | 32,929 | +9.4% | 1.10% | +5.4% |
| Q4 2013 | $4,028,000 | +15.4% | 30,104 | +7.1% | 1.04% | +5.3% |
| Q3 2013 | $3,489,000 | +16.4% | 28,108 | +8.3% | 0.99% | +11.6% |
| Q2 2013 | $2,998,000 | – | 25,958 | – | 0.88% | – |
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% |