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 | $8,072,475 | +37.8% | 32,227 | +43.8% | 0.22% | +66.4% |
| Q2 2023 | $5,860,108 | +2.4% | 22,411 | -2.0% | 0.13% | -13.8% |
| Q1 2023 | $5,722,943 | -8.0% | 22,877 | -11.0% | 0.15% | -12.6% |
| Q4 2022 | $6,217,268 | +35.2% | 25,703 | +22.6% | 0.17% | +25.2% |
| Q3 2022 | $4,598,000 | +39.5% | 20,968 | +44.0% | 0.14% | 0.0% |
| Q2 2022 | $3,295,000 | -16.3% | 14,561 | -0.7% | 0.14% | +7.8% |
| Q1 2022 | $3,937,000 | -27.6% | 14,667 | -23.6% | 0.13% | -17.8% |
| Q4 2021 | $5,436,000 | +9.0% | 19,202 | +1.5% | 0.16% | -1.3% |
| Q3 2021 | $4,987,000 | +1.8% | 18,920 | +3.5% | 0.16% | 0.0% |
| Q2 2021 | $4,897,000 | -45.5% | 18,277 | -47.4% | 0.16% | -50.0% |
| Q1 2021 | $8,988,000 | +277.6% | 34,734 | +235.5% | 0.32% | +150.4% |
| Q4 2020 | $2,380,000 | +27.8% | 10,353 | +1.7% | 0.13% | +28.3% |
| Q3 2020 | $1,863,000 | +43.5% | 10,177 | +39.5% | 0.10% | +13.8% |
| Q2 2020 | $1,298,000 | +10.2% | 7,297 | -10.8% | 0.09% | -13.9% |
| Q1 2020 | $1,178,000 | -69.6% | 8,179 | -56.6% | 0.10% | -69.4% |
| Q4 2019 | $3,878,000 | +109.6% | 18,839 | +96.8% | 0.33% | +81.3% |
| Q3 2019 | $1,850,000 | +0.9% | 9,573 | +1.5% | 0.18% | -9.5% |
| Q2 2019 | $1,833,000 | -30.6% | 9,431 | -32.3% | 0.20% | -39.1% |
| Q1 2019 | $2,640,000 | +28.9% | 13,929 | +13.0% | 0.33% | +13.4% |
| Q4 2018 | $2,048,000 | -49.1% | 12,324 | -38.3% | 0.29% | -39.2% |
| Q3 2018 | $4,025,000 | +82.8% | 19,986 | +76.9% | 0.48% | +64.6% |
| Q2 2018 | $2,202,000 | +9.6% | 11,297 | +5.5% | 0.29% | +3.6% |
| Q1 2018 | $2,009,000 | -16.0% | 10,703 | -15.0% | 0.28% | -13.0% |
| Q4 2017 | $2,393,000 | +22.3% | 12,596 | +15.3% | 0.32% | -0.6% |
| Q3 2017 | $1,956,000 | +24.0% | 10,925 | +20.7% | 0.32% | +13.6% |
| Q2 2017 | $1,577,000 | -4.7% | 9,053 | -6.2% | 0.29% | -13.3% |
| Q1 2017 | $1,654,000 | -9.5% | 9,651 | -12.6% | 0.33% | -11.3% |
| Q4 2016 | $1,828,000 | +31.9% | 11,042 | -6.4% | 0.37% | +36.8% |
| Q3 2016 | $1,386,000 | -2.4% | 11,794 | -13.4% | 0.27% | -4.2% |
| Q2 2016 | $1,420,000 | +3.0% | 13,612 | -7.3% | 0.28% | -11.0% |
| Q1 2016 | $1,379,000 | -7.3% | 14,683 | +37.6% | 0.32% | +6.0% |
| Q4 2015 | $1,487,000 | +31.1% | 10,669 | +28.7% | 0.30% | +10.7% |
| Q3 2015 | $1,134,000 | -60.3% | 8,292 | -56.3% | 0.27% | -61.6% |
| Q2 2015 | $2,853,000 | +30.4% | 18,966 | +31.7% | 0.71% | +33.0% |
| Q1 2015 | $2,188,000 | -56.4% | 14,398 | -20.4% | 0.53% | +398.1% |
| Q4 2014 | $5,013,000 | -36.2% | 18,098 | -68.5% | 0.11% | -91.1% |
| Q3 2014 | $7,860,000 | -99.7% | 57,486 | +38.6% | 1.20% | +67.3% |
| Q2 2014 | $3,044,048,000 | +328276.3% | 41,467 | +514.8% | 0.72% | +155.4% |
| Q1 2014 | $927,000 | -85.7% | 6,745 | -86.1% | 0.28% | -86.5% |
| Q4 2013 | $6,471,000 | +665.8% | 48,356 | +610.0% | 2.07% | +615.2% |
| Q3 2013 | $845,000 | +17.9% | 6,811 | +9.7% | 0.29% | +18.9% |
| Q2 2013 | $717,000 | – | 6,206 | – | 0.24% | – |
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% |