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 | $42,487,910 | +72.1% | 169,830 | +78.8% | 5.29% | +84.1% |
| Q2 2023 | $24,682,791 | -46.1% | 94,971 | -49.0% | 2.87% | -49.6% |
| Q1 2023 | $45,815,117 | -2.3% | 186,347 | -3.5% | 5.70% | -6.5% |
| Q4 2022 | $46,909,709 | +2.7% | 193,076 | -6.6% | 6.10% | +3.3% |
| Q3 2022 | $45,684,000 | -1.2% | 206,744 | +2.1% | 5.90% | +2.6% |
| Q2 2022 | $46,250,000 | -17.4% | 202,541 | -1.5% | 5.76% | -10.0% |
| Q1 2022 | $55,977,000 | -8.3% | 205,574 | -4.7% | 6.40% | -7.1% |
| Q4 2021 | $61,017,000 | +6.5% | 215,776 | +0.7% | 6.89% | -1.7% |
| Q3 2021 | $57,269,000 | +4.8% | 214,314 | +5.4% | 7.01% | -1.8% |
| Q2 2021 | $54,644,000 | +14.0% | 203,305 | +10.3% | 7.13% | +277.5% |
| Q1 2021 | $47,938,000 | +9.0% | 184,265 | -3.7% | 1.89% | -0.3% |
| Q4 2020 | $43,962,000 | +29.9% | 191,444 | +4.1% | 1.90% | +12.8% |
| Q3 2020 | $33,852,000 | -45.4% | 183,841 | -47.9% | 1.68% | -48.4% |
| Q2 2020 | $61,993,000 | +179.1% | 353,200 | +131.2% | 3.26% | +164.8% |
| Q1 2020 | $22,213,000 | -60.2% | 152,785 | -43.7% | 1.23% | -55.2% |
| Q4 2019 | $55,756,000 | +10.5% | 271,160 | +3.1% | 2.74% | +1.0% |
| Q3 2019 | $50,455,000 | +3.8% | 263,016 | +3.8% | 2.72% | +4.6% |
| Q2 2019 | $48,620,000 | +0.8% | 253,479 | -0.8% | 2.60% | -7.1% |
| Q1 2019 | $48,229,000 | +8.1% | 255,529 | -5.9% | 2.80% | -5.9% |
| Q4 2018 | $44,626,000 | -14.2% | 271,593 | +4.8% | 2.98% | -2.0% |
| Q3 2018 | $52,010,000 | +4.6% | 259,169 | +1.4% | 3.04% | -6.1% |
| Q2 2018 | $49,740,000 | +15.5% | 255,653 | +9.9% | 3.23% | +13.0% |
| Q1 2018 | $43,048,000 | +11.3% | 232,667 | +14.7% | 2.86% | +15.1% |
| Q4 2017 | $38,681,000 | +453.5% | 202,805 | +418.9% | 2.48% | +434.4% |
| Q3 2017 | $6,989,000 | +13.7% | 39,087 | +10.5% | 0.46% | +6.4% |
| Q2 2017 | $6,148,000 | +19.9% | 35,378 | +17.5% | 0.44% | +9.5% |
| Q1 2017 | $5,128,000 | +58.3% | 30,105 | +54.3% | 0.40% | +41.0% |
| Q4 2016 | $3,239,000 | +42.1% | 19,509 | +31.4% | 0.28% | +21.5% |
| Q3 2016 | $2,279,000 | +31.4% | 14,849 | +25.3% | 0.23% | +14.8% |
| Q2 2016 | $1,735,000 | +16.6% | 11,849 | +14.7% | 0.20% | -1.9% |
| Q1 2016 | $1,488,000 | +17.4% | 10,329 | +14.7% | 0.21% | +10.1% |
| Q4 2015 | $1,268,000 | +30.3% | 9,003 | +24.8% | 0.19% | +8.0% |
| Q3 2015 | $973,000 | -2.5% | 7,216 | +8.2% | 0.17% | -1.7% |
| Q2 2015 | $998,000 | +23.8% | 6,670 | +26.3% | 0.18% | +12.7% |
| Q1 2015 | $806,000 | – | 5,283 | – | 0.16% | – |
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% |