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 | $21,810,001 | -11.3% | 87,467 | -7.0% | 0.82% | -7.4% |
| Q2 2023 | $24,587,657 | -1.9% | 94,032 | -6.2% | 0.88% | +6.0% |
| Q1 2023 | $25,072,720 | +1.7% | 100,226 | -1.6% | 0.83% | -5.4% |
| Q4 2022 | $24,642,297 | +11.7% | 101,873 | +1.3% | 0.88% | +4.8% |
| Q3 2022 | $22,053,000 | +1.5% | 100,577 | +4.7% | 0.84% | +11.4% |
| Q2 2022 | $21,736,000 | -15.3% | 96,077 | +0.5% | 0.76% | -1.8% |
| Q1 2022 | $25,663,000 | -9.5% | 95,635 | -4.5% | 0.77% | -2.7% |
| Q4 2021 | $28,344,000 | +19.3% | 100,125 | +10.9% | 0.79% | +10.5% |
| Q3 2021 | $23,760,000 | +3.7% | 90,317 | +5.9% | 0.72% | +4.7% |
| Q2 2021 | $22,916,000 | +9.5% | 85,274 | +6.0% | 0.68% | +2.1% |
| Q1 2021 | $20,930,000 | +24.3% | 80,413 | +9.7% | 0.67% | +16.8% |
| Q4 2020 | $16,840,000 | +26.2% | 73,272 | +1.8% | 0.57% | +8.5% |
| Q3 2020 | $13,340,000 | -49.2% | 71,986 | -51.3% | 0.53% | -54.2% |
| Q2 2020 | $26,284,000 | +24.9% | 147,814 | +1.1% | 1.15% | -7.6% |
| Q1 2020 | $21,040,000 | -37.5% | 146,250 | -10.5% | 1.25% | -12.0% |
| Q4 2019 | $33,638,000 | +9.4% | 163,432 | +2.7% | 1.42% | -3.9% |
| Q3 2019 | $30,757,000 | -3.0% | 159,173 | -2.5% | 1.48% | -9.7% |
| Q2 2019 | $31,719,000 | -11.9% | 163,283 | -14.2% | 1.63% | -20.1% |
| Q1 2019 | $36,023,000 | -0.6% | 190,196 | -12.9% | 2.04% | -22.4% |
| Q4 2018 | $36,251,000 | -22.1% | 218,298 | -5.6% | 2.64% | -3.7% |
| Q3 2018 | $46,561,000 | +8.7% | 231,314 | +5.2% | 2.74% | -4.5% |
| Q2 2018 | $42,820,000 | +16.9% | 219,839 | +12.6% | 2.87% | +7.0% |
| Q1 2018 | $36,636,000 | -1.6% | 195,318 | -0.5% | 2.68% | -6.6% |
| Q4 2017 | $37,250,000 | +14.8% | 196,281 | +8.3% | 2.87% | +7.3% |
| Q3 2017 | $32,438,000 | +22.6% | 181,317 | +19.2% | 2.68% | +7.6% |
| Q2 2017 | $26,468,000 | +4.1% | 152,160 | +2.5% | 2.49% | +1.0% |
| Q1 2017 | $25,420,000 | -9.1% | 148,466 | -12.2% | 2.46% | -19.5% |
| Q4 2016 | $27,971,000 | +20.2% | 169,173 | +12.5% | 3.06% | +10.8% |
| Q3 2016 | $23,273,000 | +0.5% | 150,430 | -3.0% | 2.76% | -8.6% |
| Q2 2016 | $23,166,000 | +44.2% | 155,071 | +39.2% | 3.02% | +37.6% |
| Q1 2016 | $16,061,000 | -11.1% | 111,388 | -14.1% | 2.20% | -13.2% |
| Q4 2015 | $18,069,000 | -1.2% | 129,697 | -3.1% | 2.53% | -12.7% |
| Q3 2015 | $18,286,000 | -5.6% | 133,853 | +3.7% | 2.90% | +8.4% |
| Q2 2015 | $19,361,000 | +45.1% | 129,089 | +47.0% | 2.67% | +51.2% |
| Q1 2015 | $13,344,000 | +57.5% | 87,802 | +50.1% | 1.77% | +57.9% |
| Q4 2014 | $8,472,000 | – | 58,505 | – | 1.12% | – |
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% |