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 | $100,396,900 | -19.4% | 402,625 | -15.5% | 8.89% | -15.3% |
| Q2 2023 | $124,537,433 | +8.2% | 476,279 | +3.6% | 10.50% | -0.5% |
| Q1 2023 | $115,054,588 | +1.9% | 459,924 | -1.5% | 10.55% | -9.1% |
| Q4 2022 | $112,925,621 | +9.8% | 466,847 | -0.5% | 11.61% | +7.7% |
| Q3 2022 | $102,874,000 | -3.3% | 469,189 | -0.2% | 10.78% | +0.8% |
| Q2 2022 | $106,336,000 | -15.5% | 470,035 | +0.3% | 10.69% | -2.5% |
| Q1 2022 | $125,812,000 | -4.3% | 468,853 | +1.0% | 10.97% | -0.6% |
| Q4 2021 | $131,405,000 | +11.5% | 464,200 | +3.6% | 11.03% | +4.8% |
| Q3 2021 | $117,830,000 | -3.2% | 447,904 | -1.2% | 10.53% | -3.0% |
| Q2 2021 | $121,777,000 | +2.6% | 453,158 | -0.6% | 10.85% | +0.7% |
| Q1 2021 | $118,695,000 | +13.1% | 456,030 | -0.1% | 10.77% | +3.2% |
| Q4 2020 | $104,962,000 | +18.3% | 456,695 | -4.6% | 10.44% | +7.6% |
| Q3 2020 | $88,692,000 | +6.1% | 478,612 | +1.8% | 9.70% | -1.2% |
| Q2 2020 | $83,577,000 | -0.2% | 470,009 | -19.3% | 9.81% | +8.7% |
| Q1 2020 | $83,772,000 | -16.8% | 582,319 | +19.0% | 9.02% | -15.5% |
| Q4 2019 | $100,712,000 | +8.4% | 489,321 | +1.8% | 10.68% | -4.7% |
| Q3 2019 | $92,882,000 | +31.9% | 480,680 | +32.6% | 11.20% | +20.8% |
| Q2 2019 | $70,427,000 | +6.4% | 362,545 | +3.7% | 9.27% | -13.7% |
| Q1 2019 | $66,220,000 | +16.0% | 349,629 | +1.7% | 10.74% | -3.0% |
| Q4 2018 | $57,095,000 | -15.3% | 343,825 | +2.6% | 11.07% | -2.0% |
| Q3 2018 | $67,428,000 | +1.5% | 334,980 | -1.8% | 11.30% | +13.5% |
| Q2 2018 | $66,454,000 | +2.1% | 341,178 | -1.6% | 9.95% | -14.5% |
| Q1 2018 | $65,059,000 | -9.5% | 346,854 | -8.4% | 11.63% | -10.7% |
| Q4 2017 | $71,894,000 | +6.6% | 378,829 | +0.5% | 13.03% | +2.1% |
| Q3 2017 | $67,458,000 | +7.0% | 377,071 | +4.0% | 12.76% | -0.9% |
| Q2 2017 | $63,070,000 | +4.3% | 362,581 | +2.7% | 12.87% | +0.4% |
| Q1 2017 | $60,451,000 | +20.4% | 353,064 | +16.2% | 12.82% | +6.9% |
| Q4 2016 | $50,221,000 | +9.5% | 303,746 | +2.4% | 11.99% | +3.0% |
| Q3 2016 | $45,883,000 | +0.8% | 296,576 | -2.7% | 11.65% | -1.0% |
| Q2 2016 | $45,512,000 | +1.9% | 304,656 | -1.6% | 11.77% | +0.2% |
| Q1 2016 | $44,653,000 | +2.3% | 309,686 | -1.1% | 11.75% | +0.2% |
| Q4 2015 | $43,637,000 | -2.6% | 313,221 | -4.5% | 11.73% | -27.7% |
| Q3 2015 | $44,793,000 | -17.7% | 327,893 | -9.7% | 16.22% | +5.4% |
| Q2 2015 | $54,440,000 | +2.3% | 362,982 | +3.6% | 15.40% | +4.4% |
| Q1 2015 | $53,232,000 | +20.2% | 350,260 | +14.5% | 14.76% | +13.6% |
| Q4 2014 | $44,282,000 | -9.1% | 305,815 | -14.2% | 12.99% | +12.8% |
| Q3 2014 | $48,712,000 | -1.3% | 356,239 | +3.3% | 11.51% | +0.9% |
| Q2 2014 | $49,329,000 | +3.4% | 344,762 | -0.7% | 11.41% | -1.4% |
| Q1 2014 | $47,714,000 | -1.1% | 347,088 | -3.7% | 11.58% | -4.1% |
| Q4 2013 | $48,248,000 | +3.3% | 360,575 | -4.2% | 12.07% | -1.7% |
| Q3 2013 | $46,715,000 | +16.0% | 376,311 | +7.9% | 12.28% | +16.3% |
| Q2 2013 | $40,269,000 | – | 348,649 | – | 10.55% | – |
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% |