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 | $38,092,413 | -7.0% | 152,767 | -2.5% | 1.15% | -4.2% |
| Q2 2023 | $40,967,275 | -1.9% | 156,674 | -6.1% | 1.20% | -12.2% |
| Q1 2023 | $41,745,836 | -1.7% | 166,876 | -4.9% | 1.37% | -7.9% |
| Q4 2022 | $42,456,869 | -2.3% | 175,521 | -11.5% | 1.48% | -15.4% |
| Q3 2022 | $43,477,000 | -40.4% | 198,291 | -38.5% | 1.76% | -40.5% |
| Q2 2022 | $72,897,000 | -23.4% | 322,226 | -9.1% | 2.95% | -26.8% |
| Q1 2022 | $95,110,000 | -1.7% | 354,439 | +3.7% | 4.03% | -1.0% |
| Q4 2021 | $96,735,000 | +10.4% | 341,725 | +2.6% | 4.07% | +1.1% |
| Q3 2021 | $87,647,000 | +1.3% | 333,169 | +3.4% | 4.03% | -0.0% |
| Q2 2021 | $86,563,000 | +6.8% | 322,118 | +3.4% | 4.03% | +0.0% |
| Q1 2021 | $81,080,000 | +27.3% | 311,509 | +12.4% | 4.03% | +26.2% |
| Q4 2020 | $63,677,000 | +85.8% | 277,062 | +49.8% | 3.19% | +59.8% |
| Q3 2020 | $34,273,000 | +431.6% | 184,949 | +410.2% | 2.00% | +377.5% |
| Q2 2020 | $6,447,000 | +21.3% | 36,253 | -1.8% | 0.42% | -4.1% |
| Q1 2020 | $5,313,000 | -33.9% | 36,933 | -5.4% | 0.44% | -24.7% |
| Q4 2019 | $8,032,000 | +3.6% | 39,026 | -2.8% | 0.58% | -6.6% |
| Q3 2019 | $7,756,000 | -15.1% | 40,138 | -14.6% | 0.62% | -16.2% |
| Q2 2019 | $9,133,000 | -11.3% | 47,015 | -13.5% | 0.74% | -13.3% |
| Q1 2019 | $10,296,000 | +11.9% | 54,363 | -1.9% | 0.85% | -9.2% |
| Q4 2018 | $9,201,000 | -29.2% | 55,406 | -14.1% | 0.94% | -17.3% |
| Q3 2018 | $12,990,000 | +12.9% | 64,531 | +9.2% | 1.14% | +1.8% |
| Q2 2018 | $11,507,000 | +5.4% | 59,078 | +1.5% | 1.12% | +2.1% |
| Q1 2018 | $10,921,000 | -44.8% | 58,224 | -44.2% | 1.10% | -44.7% |
| Q4 2017 | $19,794,000 | +10.0% | 104,300 | +3.7% | 1.98% | -0.1% |
| Q3 2017 | $18,001,000 | +4.9% | 100,618 | +2.0% | 1.98% | +1.8% |
| Q2 2017 | $17,165,000 | -0.2% | 98,677 | -1.7% | 1.95% | -7.3% |
| Q1 2017 | $17,194,000 | +9.5% | 100,422 | +5.8% | 2.10% | +2.3% |
| Q4 2016 | $15,698,000 | +9.4% | 94,945 | +2.4% | 2.05% | +2.8% |
| Q3 2016 | $14,348,000 | +2.7% | 92,739 | -0.9% | 2.00% | -3.8% |
| Q2 2016 | $13,975,000 | -0.1% | 93,547 | -3.6% | 2.08% | -6.9% |
| Q1 2016 | $13,987,000 | -18.8% | 97,004 | -21.5% | 2.23% | -13.9% |
| Q4 2015 | $17,226,000 | -17.8% | 123,643 | -19.4% | 2.59% | -29.8% |
| Q3 2015 | $20,952,000 | -16.6% | 153,370 | -8.4% | 3.69% | -2.0% |
| Q2 2015 | $25,124,000 | -5.9% | 167,513 | -4.6% | 3.77% | -2.6% |
| Q1 2015 | $26,691,000 | -7.8% | 175,625 | -12.1% | 3.86% | -18.4% |
| Q4 2014 | $28,945,000 | +10.0% | 199,898 | +3.9% | 4.74% | +4.2% |
| Q3 2014 | $26,314,000 | -2.2% | 192,438 | +2.4% | 4.54% | -0.9% |
| Q2 2014 | $26,894,000 | +5.1% | 187,966 | +1.0% | 4.58% | +1.3% |
| Q1 2014 | $25,591,000 | +1.6% | 186,159 | -1.1% | 4.52% | -3.0% |
| Q4 2013 | $25,191,000 | +5.7% | 188,258 | -2.0% | 4.66% | -4.6% |
| Q3 2013 | $23,843,000 | – | 192,062 | – | 4.89% | – |
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% |