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 | $2,820,646 | -6.1% | 11,312 | -1.5% | 0.12% | -1.6% |
| Q2 2023 | $3,002,577 | +6.4% | 11,483 | +1.8% | 0.12% | +2.5% |
| Q1 2023 | $2,822,556 | -8.4% | 11,283 | -11.4% | 0.12% | -14.4% |
| Q4 2022 | $3,081,920 | +5.2% | 12,741 | -4.6% | 0.14% | -4.1% |
| Q3 2022 | $2,929,000 | -0.8% | 13,356 | +2.3% | 0.14% | +5.8% |
| Q2 2022 | $2,953,000 | -14.9% | 13,051 | +1.0% | 0.14% | -1.4% |
| Q1 2022 | $3,469,000 | +16.5% | 12,927 | +22.9% | 0.14% | +23.0% |
| Q4 2021 | $2,978,000 | -20.5% | 10,520 | -26.2% | 0.11% | -25.2% |
| Q3 2021 | $3,747,000 | -12.8% | 14,246 | -10.9% | 0.15% | -24.9% |
| Q2 2021 | $4,296,000 | +2.0% | 15,987 | -1.2% | 0.20% | -4.7% |
| Q1 2021 | $4,213,000 | +18.3% | 16,186 | +4.4% | 0.21% | +3.4% |
| Q4 2020 | $3,562,000 | +12.1% | 15,500 | -9.6% | 0.20% | +0.5% |
| Q3 2020 | $3,178,000 | -1.2% | 17,148 | -5.2% | 0.20% | -8.6% |
| Q2 2020 | $3,217,000 | -34.2% | 18,093 | -46.8% | 0.22% | -44.1% |
| Q1 2020 | $4,889,000 | -30.5% | 33,985 | -0.5% | 0.40% | -14.1% |
| Q4 2019 | $7,032,000 | +11.4% | 34,169 | +4.6% | 0.46% | +1.5% |
| Q3 2019 | $6,310,000 | +634.6% | 32,657 | +638.5% | 0.46% | +454.9% |
| Q2 2019 | $859,000 | +2.5% | 4,422 | -0.1% | 0.08% | +7.9% |
| Q1 2019 | $838,000 | +15.4% | 4,427 | +1.3% | 0.08% | +1.3% |
| Q4 2018 | $726,000 | -15.8% | 4,371 | +2.2% | 0.08% | -6.2% |
| Q3 2018 | $862,000 | +3.1% | 4,279 | -0.3% | 0.08% | -3.6% |
| Q2 2018 | $836,000 | +3.9% | 4,294 | 0.0% | 0.08% | -2.4% |
| Q1 2018 | $805,000 | -5.3% | 4,294 | -4.1% | 0.08% | -22.0% |
| Q4 2017 | $850,000 | +36.0% | 4,479 | +28.2% | 0.11% | +45.3% |
| Q3 2017 | $625,000 | +5.9% | 3,493 | +2.9% | 0.08% | -7.4% |
| Q2 2017 | $590,000 | -20.5% | 3,393 | -21.8% | 0.08% | -10.0% |
| Q1 2017 | $742,000 | -10.0% | 4,338 | -13.0% | 0.09% | -13.5% |
| Q4 2016 | $824,000 | +40.1% | 4,987 | +31.3% | 0.10% | +35.1% |
| Q3 2016 | $588,000 | +1.6% | 3,799 | -2.0% | 0.08% | +4.1% |
| Q2 2016 | $579,000 | +1.4% | 3,875 | -2.0% | 0.07% | -1.3% |
| Q1 2016 | $571,000 | +5.9% | 3,956 | +2.2% | 0.08% | +4.2% |
| Q4 2015 | $539,000 | +16.7% | 3,872 | +14.6% | 0.07% | +9.1% |
| Q3 2015 | $462,000 | -9.6% | 3,380 | -0.9% | 0.07% | -4.3% |
| Q2 2015 | $511,000 | -15.7% | 3,412 | -14.4% | 0.07% | -15.9% |
| Q1 2015 | $606,000 | +5.0% | 3,985 | +0.0% | 0.08% | +3.8% |
| Q4 2014 | $577,000 | +4.9% | 3,984 | -0.9% | 0.08% | -1.2% |
| Q3 2014 | $550,000 | -8.3% | 4,020 | -4.1% | 0.08% | -7.0% |
| Q2 2014 | $600,000 | +2.0% | 4,194 | -1.9% | 0.09% | -3.4% |
| Q1 2014 | $588,000 | +1.4% | 4,277 | -1.4% | 0.09% | 0.0% |
| Q4 2013 | $580,000 | +5.1% | 4,337 | -2.5% | 0.09% | -2.2% |
| Q3 2013 | $552,000 | +2.0% | 4,448 | -5.1% | 0.09% | 0.0% |
| Q2 2013 | $541,000 | – | 4,686 | – | 0.09% | – |
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% |