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 | $832,081 | +1.2% | 3,337 | +6.1% | 0.06% | +5.6% |
| Q2 2023 | $822,616 | +25.3% | 3,146 | +19.9% | 0.05% | +20.0% |
| Q1 2023 | $656,420 | +41.4% | 2,624 | +36.7% | 0.04% | +32.4% |
| Q4 2022 | $464,187 | +0.3% | 1,919 | -9.1% | 0.03% | -8.1% |
| Q3 2022 | $463,000 | +22.2% | 2,111 | +26.3% | 0.04% | +32.1% |
| Q2 2022 | $379,000 | -13.5% | 1,672 | +2.5% | 0.03% | 0.0% |
| Q1 2022 | $438,000 | -2.7% | 1,631 | +2.6% | 0.03% | 0.0% |
| Q4 2021 | $450,000 | -4.1% | 1,590 | -10.7% | 0.03% | -9.7% |
| Q3 2021 | $469,000 | +4.9% | 1,781 | +7.2% | 0.03% | +6.9% |
| Q2 2021 | $447,000 | +5.7% | 1,662 | +2.3% | 0.03% | -3.3% |
| Q1 2021 | $423,000 | +2.7% | 1,624 | -9.3% | 0.03% | 0.0% |
| Q4 2020 | $412,000 | -20.3% | 1,791 | -35.8% | 0.03% | -26.8% |
| Q3 2020 | $517,000 | +9.1% | 2,789 | +4.7% | 0.04% | 0.0% |
| Q2 2020 | $474,000 | +27.8% | 2,664 | +3.3% | 0.04% | +10.8% |
| Q1 2020 | $371,000 | -29.1% | 2,578 | +1.5% | 0.04% | -15.9% |
| Q4 2019 | $523,000 | +11.3% | 2,541 | +4.4% | 0.04% | +4.8% |
| Q3 2019 | $470,000 | 0.0% | 2,435 | +0.7% | 0.04% | -4.5% |
| Q2 2019 | $470,000 | -15.8% | 2,418 | -18.0% | 0.04% | -21.4% |
| Q1 2019 | $558,000 | +16.0% | 2,947 | +1.8% | 0.06% | +5.7% |
| Q4 2018 | $481,000 | -1.8% | 2,894 | +18.9% | 0.05% | +8.2% |
| Q3 2018 | $490,000 | +3.4% | 2,434 | +0.1% | 0.05% | 0.0% |
| Q2 2018 | $474,000 | +7.5% | 2,431 | +3.4% | 0.05% | +8.9% |
| Q1 2018 | $441,000 | -6.6% | 2,351 | -5.4% | 0.04% | -6.2% |
| Q4 2017 | $472,000 | +14.0% | 2,486 | +7.4% | 0.05% | +14.3% |
| Q3 2017 | $414,000 | +3.8% | 2,315 | +0.9% | 0.04% | 0.0% |
| Q2 2017 | $399,000 | +7.0% | 2,294 | +5.4% | 0.04% | +2.4% |
| Q1 2017 | $373,000 | +9.4% | 2,176 | +5.6% | 0.04% | +7.9% |
| Q4 2016 | $341,000 | +7.2% | 2,061 | +0.3% | 0.04% | +8.6% |
| Q3 2016 | $318,000 | +82.8% | 2,054 | +76.8% | 0.04% | +84.2% |
| Q2 2016 | $174,000 | +14.5% | 1,162 | +10.2% | 0.02% | +11.8% |
| Q1 2016 | $152,000 | +3.4% | 1,054 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $147,000 | -1.3% | 1,054 | -3.4% | 0.02% | -5.6% |
| Q3 2015 | $149,000 | -12.4% | 1,091 | -3.8% | 0.02% | -5.3% |
| Q2 2015 | $170,000 | +53.2% | 1,134 | +55.3% | 0.02% | +58.3% |
| Q1 2015 | $111,000 | +4.7% | 730 | 0.0% | 0.01% | +9.1% |
| Q4 2014 | $106,000 | +6.0% | 730 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $100,000 | +163.2% | 730 | +169.4% | 0.01% | +175.0% |
| Q2 2014 | $38,000 | -29.6% | 271 | -31.0% | 0.00% | -33.3% |
| Q1 2014 | $54,000 | -73.4% | 393 | -74.1% | 0.01% | -73.9% |
| Q4 2013 | $203,000 | +7.4% | 1,520 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $189,000 | +7.4% | 1,520 | 0.0% | 0.02% | +4.5% |
| Q2 2013 | $176,000 | – | 1,520 | – | 0.02% | – |
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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% |