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 | $4,270,867 | +6.8% | 17,128 | +12.0% | 0.48% | +10.6% |
| Q2 2023 | $3,997,768 | +25.1% | 15,289 | +19.7% | 0.43% | +19.0% |
| Q1 2023 | $3,194,793 | +10.7% | 12,771 | +7.0% | 0.36% | +6.7% |
| Q4 2022 | $2,886,715 | +22.1% | 11,934 | +10.7% | 0.34% | +16.0% |
| Q3 2022 | $2,364,000 | +20.4% | 10,780 | +24.2% | 0.29% | +21.5% |
| Q2 2022 | $1,964,000 | +9.4% | 8,680 | +29.7% | 0.24% | +16.3% |
| Q1 2022 | $1,795,000 | +9.5% | 6,690 | +15.6% | 0.21% | +13.7% |
| Q4 2021 | $1,639,000 | +9.3% | 5,789 | +1.6% | 0.18% | -1.6% |
| Q3 2021 | $1,499,000 | -1.7% | 5,697 | +0.4% | 0.19% | +0.5% |
| Q2 2021 | $1,525,000 | -41.4% | 5,676 | -43.2% | 0.18% | -46.1% |
| Q1 2021 | $2,602,000 | +6.6% | 9,997 | -5.8% | 0.34% | 0.0% |
| Q4 2020 | $2,440,000 | +19.6% | 10,618 | -3.5% | 0.34% | -2.6% |
| Q3 2020 | $2,040,000 | -35.4% | 11,007 | -38.1% | 0.35% | -46.5% |
| Q2 2020 | $3,160,000 | +20.6% | 17,768 | -2.4% | 0.66% | -1.5% |
| Q1 2020 | $2,620,000 | -44.3% | 18,209 | -20.4% | 0.67% | -22.4% |
| Q4 2019 | $4,706,000 | +12.4% | 22,863 | +5.6% | 0.86% | -2.7% |
| Q3 2019 | $4,185,000 | +10.6% | 21,659 | +11.2% | 0.88% | +16.1% |
| Q2 2019 | $3,785,000 | +8.5% | 19,482 | +5.8% | 0.76% | +2.0% |
| Q1 2019 | $3,488,000 | +19.1% | 18,415 | +4.4% | 0.75% | -7.7% |
| Q4 2018 | $2,929,000 | -25.2% | 17,641 | -9.4% | 0.81% | +3.2% |
| Q3 2018 | $3,918,000 | -40.6% | 19,465 | -42.5% | 0.78% | -45.5% |
| Q2 2018 | $6,592,000 | -2.3% | 33,843 | -5.9% | 1.44% | -6.4% |
| Q1 2018 | $6,747,000 | -3.4% | 35,972 | -2.3% | 1.54% | -4.9% |
| Q4 2017 | $6,985,000 | +6.0% | 36,806 | -0.0% | 1.62% | -0.9% |
| Q3 2017 | $6,587,000 | +2.0% | 36,820 | -0.8% | 1.63% | -4.6% |
| Q2 2017 | $6,455,000 | +2.3% | 37,110 | +0.7% | 1.71% | -3.0% |
| Q1 2017 | $6,310,000 | +4.9% | 36,853 | +1.3% | 1.76% | -3.9% |
| Q4 2016 | $6,017,000 | +5.9% | 36,390 | -0.9% | 1.83% | +0.4% |
| Q3 2016 | $5,681,000 | +2.4% | 36,720 | -1.1% | 1.83% | -8.9% |
| Q2 2016 | $5,548,000 | +1.9% | 37,135 | -1.6% | 2.00% | -3.0% |
| Q1 2016 | $5,442,000 | -26.3% | 37,742 | -28.8% | 2.07% | -28.8% |
| Q4 2015 | $7,381,000 | +1.3% | 52,982 | -0.7% | 2.90% | -7.3% |
| Q3 2015 | $7,287,000 | -9.8% | 53,344 | -0.9% | 3.13% | +38.5% |
| Q2 2015 | $8,075,000 | -2.8% | 53,843 | -1.5% | 2.26% | -0.8% |
| Q1 2015 | $8,304,000 | +0.3% | 54,638 | -4.4% | 2.28% | -5.3% |
| Q4 2014 | $8,278,000 | +1.8% | 57,166 | -3.9% | 2.41% | +2.1% |
| Q3 2014 | $8,130,000 | -0.5% | 59,459 | +4.1% | 2.36% | +3.2% |
| Q2 2014 | $8,169,000 | +3.9% | 57,092 | -0.2% | 2.29% | -4.3% |
| Q1 2014 | $7,865,000 | +44.0% | 57,210 | +40.2% | 2.39% | +39.9% |
| Q4 2013 | $5,462,000 | +5.0% | 40,820 | -2.6% | 1.71% | -7.5% |
| Q3 2013 | $5,202,000 | +5.8% | 41,905 | -1.6% | 1.85% | -2.9% |
| Q2 2013 | $4,919,000 | – | 42,590 | – | 1.90% | – |
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% |