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 | $7,306,205 | -6.6% | 29,301 | -2.1% | 5.54% | -3.0% |
| Q2 2023 | $7,822,698 | +4.3% | 29,917 | -0.2% | 5.71% | -4.1% |
| Q1 2023 | $7,500,298 | -5.4% | 29,982 | -8.5% | 5.96% | -11.3% |
| Q4 2022 | $7,927,944 | -19.9% | 32,775 | -27.4% | 6.72% | -14.9% |
| Q3 2022 | $9,897,000 | -10.5% | 45,138 | -7.6% | 7.89% | -4.0% |
| Q2 2022 | $11,054,000 | -22.4% | 48,860 | -8.0% | 8.22% | -1.0% |
| Q1 2022 | $14,252,000 | -8.4% | 53,109 | -3.4% | 8.30% | -6.4% |
| Q4 2021 | $15,566,000 | +4.2% | 54,988 | -3.2% | 8.87% | +5.8% |
| Q3 2021 | $14,942,000 | -4.5% | 56,799 | -2.5% | 8.38% | +3.5% |
| Q2 2021 | $15,650,000 | -1.2% | 58,234 | -4.3% | 8.10% | +3.3% |
| Q1 2021 | $15,838,000 | -25.1% | 60,849 | -32.9% | 7.84% | +12.7% |
| Q4 2020 | $21,143,000 | +33.1% | 90,646 | +5.7% | 6.96% | +2.8% |
| Q3 2020 | $15,891,000 | +8.7% | 85,754 | +4.4% | 6.77% | -10.5% |
| Q2 2020 | $14,613,000 | +14.3% | 82,177 | -7.5% | 7.57% | +17.2% |
| Q1 2020 | $12,783,000 | -29.2% | 88,862 | +1.3% | 6.46% | -10.1% |
| Q4 2019 | $18,051,000 | +10.0% | 87,704 | +3.3% | 7.19% | -27.0% |
| Q3 2019 | $16,412,000 | -1.1% | 84,933 | +0.9% | 9.85% | -0.9% |
| Q2 2019 | $16,596,000 | -5.0% | 84,159 | -6.4% | 9.94% | -3.2% |
| Q1 2019 | $17,461,000 | +17.7% | 89,882 | +0.6% | 10.27% | +0.9% |
| Q4 2018 | $14,835,000 | -19.0% | 89,338 | -1.8% | 10.18% | -2.3% |
| Q3 2018 | $18,317,000 | +3.8% | 90,999 | +0.4% | 10.42% | -5.6% |
| Q2 2018 | $17,652,000 | +1.9% | 90,623 | -1.9% | 11.04% | +1.3% |
| Q1 2018 | $17,324,000 | -11.8% | 92,362 | -10.8% | 10.89% | -6.4% |
| Q4 2017 | $19,648,000 | +1.9% | 103,526 | -2.8% | 11.64% | -3.0% |
| Q3 2017 | $19,284,000 | +2.2% | 106,551 | +1.0% | 12.00% | +0.3% |
| Q2 2017 | $18,861,000 | +9.8% | 105,517 | +5.2% | 11.97% | +18.1% |
| Q1 2017 | $17,173,000 | +5.5% | 100,299 | +1.8% | 10.14% | +2.4% |
| Q4 2016 | $16,284,000 | +5.0% | 98,485 | -2.5% | 9.90% | +0.8% |
| Q3 2016 | $15,511,000 | +3.3% | 101,059 | -3.1% | 9.81% | -0.7% |
| Q2 2016 | $15,009,000 | -2.4% | 104,261 | -2.4% | 9.88% | +2.1% |
| Q1 2016 | $15,383,000 | +2.5% | 106,798 | +0.2% | 9.68% | +0.8% |
| Q4 2015 | $15,006,000 | -0.6% | 106,574 | -3.6% | 9.60% | -7.4% |
| Q3 2015 | $15,101,000 | -1.3% | 110,542 | +9.6% | 10.38% | +5.4% |
| Q2 2015 | $15,295,000 | -8.3% | 100,868 | -8.1% | 9.84% | +6.5% |
| Q1 2015 | $16,681,000 | +3.8% | 109,757 | -1.1% | 9.24% | -0.1% |
| Q4 2014 | $16,072,000 | +6.3% | 110,996 | +0.4% | 9.25% | -0.0% |
| Q3 2014 | $15,122,000 | -3.3% | 110,591 | +1.2% | 9.25% | -2.9% |
| Q2 2014 | $15,644,000 | +6.5% | 109,332 | +2.3% | 9.53% | +3.8% |
| Q1 2014 | $14,690,000 | +9.8% | 106,864 | +6.9% | 9.18% | +3.5% |
| Q4 2013 | $13,375,000 | +13.2% | 99,952 | +5.1% | 8.87% | +8.6% |
| Q3 2013 | $11,811,000 | -45.6% | 95,135 | -49.4% | 8.17% | +5.7% |
| Q2 2013 | $21,716,000 | – | 188,016 | – | 7.72% | – |
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% |