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 | $37,310,075 | -13.3% | 158,665 | -3.6% | 13.95% | -5.7% |
| Q2 2023 | $43,040,392 | -0.9% | 164,603 | -5.2% | 14.78% | -2.3% |
| Q1 2023 | $43,415,018 | +108641.4% | 173,549 | +5.1% | 15.13% | +8.4% |
| Q4 2022 | $39,925 | -99.9% | 165,052 | +6.9% | 13.95% | +6.5% |
| Q3 2022 | $33,865,000 | -3.3% | 154,452 | -0.2% | 13.10% | -0.2% |
| Q2 2022 | $35,022,000 | -16.0% | 154,804 | -0.4% | 13.13% | +1.0% |
| Q1 2022 | $41,688,000 | -4.7% | 155,354 | +0.6% | 13.00% | +1.1% |
| Q4 2021 | $43,725,000 | +8.3% | 154,460 | +0.6% | 12.86% | +3.9% |
| Q3 2021 | $40,378,000 | -2.5% | 153,486 | -0.4% | 12.37% | -1.0% |
| Q2 2021 | $41,431,000 | +9.2% | 154,173 | +5.8% | 12.50% | -0.8% |
| Q1 2021 | $37,927,000 | +26.3% | 145,722 | +11.6% | 12.60% | +9.2% |
| Q4 2020 | $30,019,000 | +38.2% | 130,617 | +11.4% | 11.53% | +27.0% |
| Q3 2020 | $21,726,000 | -1.4% | 117,246 | -5.4% | 9.08% | -5.2% |
| Q2 2020 | $22,044,000 | +11.0% | 123,975 | -10.2% | 9.58% | -11.8% |
| Q1 2020 | $19,852,000 | -33.4% | 138,000 | -4.7% | 10.86% | -14.1% |
| Q4 2019 | $29,815,000 | +2.4% | 144,864 | -3.8% | 12.64% | -0.7% |
| Q3 2019 | $29,111,000 | -4.1% | 150,657 | -3.6% | 12.73% | -17.4% |
| Q2 2019 | $30,348,000 | 0.0% | 156,230 | -2.5% | 15.40% | -1.3% |
| Q1 2019 | $30,348,000 | +15.7% | 160,236 | +1.4% | 15.61% | -1.8% |
| Q4 2018 | $26,238,000 | -18.2% | 158,005 | -0.8% | 15.90% | -2.0% |
| Q3 2018 | $32,063,000 | +2.0% | 159,292 | -1.3% | 16.22% | -4.9% |
| Q2 2018 | $31,440,000 | +2.3% | 161,420 | -1.5% | 17.06% | +32.7% |
| Q1 2018 | $30,722,000 | -4.0% | 163,796 | -2.9% | 12.85% | -2.4% |
| Q4 2017 | $32,016,000 | +7.5% | 168,707 | +1.4% | 13.16% | -3.1% |
| Q3 2017 | $29,772,000 | -9.0% | 166,420 | -11.5% | 13.57% | -8.8% |
| Q2 2017 | $32,722,000 | +1.2% | 188,119 | -0.4% | 14.88% | +0.8% |
| Q1 2017 | $32,335,000 | +6.5% | 188,857 | +2.8% | 14.77% | +2.1% |
| Q4 2016 | $30,370,000 | +13.0% | 183,677 | +5.7% | 14.46% | +8.3% |
| Q3 2016 | $26,884,000 | +5.9% | 173,774 | +2.2% | 13.36% | -1.0% |
| Q2 2016 | $25,397,000 | +6.5% | 170,004 | +2.8% | 13.49% | +4.0% |
| Q1 2016 | $23,844,000 | +6.8% | 165,364 | +3.2% | 12.97% | +1.2% |
| Q4 2015 | $22,318,000 | +4.3% | 160,190 | +2.3% | 12.82% | -2.1% |
| Q3 2015 | $21,390,000 | -9.2% | 156,578 | -0.4% | 13.08% | -0.4% |
| Q2 2015 | $23,568,000 | +2.6% | 157,142 | +4.0% | 13.14% | +5.1% |
| Q1 2015 | $22,970,000 | +12.8% | 151,140 | +7.5% | 12.50% | +7.8% |
| Q4 2014 | $20,367,000 | +10.7% | 140,658 | +4.5% | 11.59% | +6.5% |
| Q3 2014 | $18,403,000 | -3.6% | 134,583 | +0.8% | 10.88% | -0.2% |
| Q2 2014 | $19,100,000 | +7.0% | 133,493 | +2.8% | 10.90% | +0.0% |
| Q1 2014 | $17,850,000 | -46.7% | 129,846 | -49.9% | 10.90% | -2.2% |
| Q4 2013 | $33,460,000 | +109.7% | 259,341 | +101.8% | 11.14% | -2.4% |
| Q3 2013 | $15,953,000 | +9.3% | 128,505 | +1.7% | 11.42% | -0.3% |
| Q2 2013 | $14,594,000 | – | 126,355 | – | 11.46% | – |
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% |