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 | $104,762,559 | -12.0% | 420,143 | -7.7% | 0.30% | -51.6% |
| Q2 2023 | $119,036,265 | -16.5% | 455,240 | -20.1% | 0.62% | +104.6% |
| Q1 2023 | $142,496,389 | +5.3% | 569,621 | +1.8% | 0.30% | 0.0% |
| Q4 2022 | $135,384,140 | +32.3% | 559,693 | +19.9% | 0.30% | +13.1% |
| Q3 2022 | $102,341,000 | +0.6% | 466,757 | +3.8% | 0.27% | +2.7% |
| Q2 2022 | $101,706,000 | -13.5% | 449,570 | +2.7% | 0.26% | +2.4% |
| Q1 2022 | $117,518,000 | -1.8% | 437,944 | +3.6% | 0.25% | -1.2% |
| Q4 2021 | $119,637,000 | +7.9% | 422,626 | +0.3% | 0.26% | -5.2% |
| Q3 2021 | $110,864,000 | +3.0% | 421,423 | +5.2% | 0.27% | -2.9% |
| Q2 2021 | $107,603,000 | +16.4% | 400,413 | +12.7% | 0.28% | -6.7% |
| Q1 2021 | $92,442,000 | +8.0% | 355,163 | -4.6% | 0.30% | +7.9% |
| Q4 2020 | $85,560,000 | +28.0% | 372,277 | +3.2% | 0.28% | +6.1% |
| Q3 2020 | $66,849,000 | +11.3% | 360,740 | +6.8% | 0.26% | -4.7% |
| Q2 2020 | $60,086,000 | +21.3% | 337,902 | -1.8% | 0.27% | -2.1% |
| Q1 2020 | $49,517,000 | -54.1% | 344,200 | -34.3% | 0.28% | -42.9% |
| Q4 2019 | $107,894,000 | +24.6% | 524,216 | +17.0% | 0.49% | +8.6% |
| Q3 2019 | $86,603,000 | -1.6% | 448,185 | -1.0% | 0.45% | -6.4% |
| Q2 2019 | $87,973,000 | -5.2% | 452,862 | -7.6% | 0.48% | -0.4% |
| Q1 2019 | $92,821,000 | +14.9% | 490,079 | +0.7% | 0.48% | -1.4% |
| Q4 2018 | $80,801,000 | -15.9% | 486,576 | +1.9% | 0.49% | +4.7% |
| Q3 2018 | $96,092,000 | +7.6% | 477,384 | +4.1% | 0.47% | -6.2% |
| Q2 2018 | $89,308,000 | +14.2% | 458,506 | +10.0% | 0.50% | -5.5% |
| Q1 2018 | $78,170,000 | +1.9% | 416,757 | +3.1% | 0.53% | +4.8% |
| Q4 2017 | $76,710,000 | +12.1% | 404,201 | +5.7% | 0.50% | +2.6% |
| Q3 2017 | $68,421,000 | +16.7% | 382,457 | +13.5% | 0.49% | +10.6% |
| Q2 2017 | $58,606,000 | +7.6% | 336,914 | +5.9% | 0.44% | +5.5% |
| Q1 2017 | $54,464,000 | +9.1% | 318,095 | +5.4% | 0.42% | -2.8% |
| Q4 2016 | $49,904,000 | +15.2% | 301,831 | +7.8% | 0.43% | +7.4% |
| Q3 2016 | $43,335,000 | +8.3% | 280,108 | +4.5% | 0.40% | +3.9% |
| Q2 2016 | $40,025,000 | -10.7% | 267,923 | -13.8% | 0.39% | -9.1% |
| Q1 2016 | $44,803,000 | +11.5% | 310,720 | +7.7% | 0.43% | +3.9% |
| Q4 2015 | $40,187,000 | +18.1% | 288,446 | +15.8% | 0.41% | -3.5% |
| Q3 2015 | $34,031,000 | -8.2% | 249,119 | +0.8% | 0.43% | +0.5% |
| Q2 2015 | $37,084,000 | +6.4% | 247,256 | +7.8% | 0.42% | +6.8% |
| Q1 2015 | $34,844,000 | +16.5% | 229,263 | +11.0% | 0.40% | +11.5% |
| Q4 2014 | $29,901,000 | +9.5% | 206,494 | +3.4% | 0.36% | +1.7% |
| Q3 2014 | $27,316,000 | +5.1% | 199,763 | +10.0% | 0.35% | -20.0% |
| Q2 2014 | $25,991,000 | +9.0% | 181,648 | +4.7% | 0.44% | +0.7% |
| Q1 2014 | $23,854,000 | +8.1% | 173,515 | +5.2% | 0.44% | -1.6% |
| Q4 2013 | $22,075,000 | +23.0% | 164,980 | +14.1% | 0.44% | +8.8% |
| Q3 2013 | $17,944,000 | +32.1% | 144,548 | +22.9% | 0.41% | +21.5% |
| Q2 2013 | $13,587,000 | – | 117,640 | – | 0.34% | – |
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% |