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 | $10,191,934 | -6.6% | 40,874 | -2.1% | 1.88% | +0.6% |
| Q2 2023 | $10,914,439 | -0.8% | 41,741 | -5.1% | 1.86% | -6.6% |
| Q1 2023 | $11,002,414 | -3.7% | 43,982 | -6.8% | 2.00% | -8.6% |
| Q4 2022 | $11,419,591 | +7.7% | 47,210 | -2.4% | 2.18% | -0.4% |
| Q3 2022 | $10,605,000 | -38.5% | 48,366 | -36.5% | 2.19% | -32.6% |
| Q2 2022 | $17,236,000 | -24.5% | 76,186 | -10.5% | 3.25% | -13.4% |
| Q1 2022 | $22,833,000 | -10.0% | 85,091 | -5.0% | 3.75% | -0.8% |
| Q4 2021 | $25,356,000 | +8.9% | 89,573 | +1.2% | 3.78% | -0.4% |
| Q3 2021 | $23,294,000 | -9.7% | 88,548 | -7.8% | 3.80% | -10.8% |
| Q2 2021 | $25,798,000 | -11.7% | 95,999 | -14.5% | 4.26% | -18.1% |
| Q1 2021 | $29,228,000 | +10.7% | 112,295 | -2.3% | 5.20% | +5.9% |
| Q4 2020 | $26,413,000 | +4.5% | 114,924 | -15.7% | 4.91% | -7.5% |
| Q3 2020 | $25,264,000 | +25.6% | 136,335 | +20.6% | 5.30% | +15.0% |
| Q2 2020 | $20,107,000 | -11.6% | 113,073 | -28.5% | 4.61% | -23.6% |
| Q1 2020 | $22,739,000 | -6.4% | 158,066 | +34.0% | 6.04% | +6.2% |
| Q4 2019 | $24,282,000 | +19.5% | 117,977 | +12.2% | 5.68% | +7.8% |
| Q3 2019 | $20,314,000 | +1.4% | 105,130 | +2.0% | 5.28% | +0.4% |
| Q2 2019 | $20,024,000 | +4.8% | 103,078 | +2.2% | 5.26% | -1.1% |
| Q1 2019 | $19,104,000 | +10.6% | 100,865 | -3.0% | 5.31% | -2.4% |
| Q4 2018 | $17,273,000 | +15.1% | 104,016 | +39.5% | 5.44% | +34.1% |
| Q3 2018 | $15,008,000 | +2.4% | 74,559 | -0.9% | 4.06% | -4.9% |
| Q2 2018 | $14,653,000 | -1.4% | 75,230 | -5.0% | 4.27% | -2.6% |
| Q1 2018 | $14,861,000 | -33.4% | 79,231 | -32.6% | 4.38% | -32.4% |
| Q4 2017 | $22,298,000 | +12.8% | 117,495 | +6.3% | 6.49% | +3.1% |
| Q3 2017 | $19,776,000 | +2.0% | 110,544 | -0.8% | 6.29% | -5.5% |
| Q2 2017 | $19,393,000 | +16.0% | 111,488 | +14.2% | 6.65% | +10.7% |
| Q1 2017 | $16,718,000 | +20.7% | 97,638 | +16.5% | 6.01% | +11.0% |
| Q4 2016 | $13,851,000 | +25.8% | 83,776 | +17.8% | 5.41% | +17.3% |
| Q3 2016 | $11,007,000 | +2.3% | 71,144 | -1.3% | 4.61% | +1.2% |
| Q2 2016 | $10,763,000 | +2.1% | 72,045 | -1.5% | 4.56% | +77.1% |
| Q1 2016 | $10,542,000 | +4.7% | 73,110 | +1.2% | 2.57% | +11.5% |
| Q4 2015 | $10,065,000 | – | 72,245 | – | 2.31% | – |
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% |