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 | $5,045,597 | +2.0% | 20,235 | +7.0% | 0.04% | +12.5% |
| Q2 2023 | $4,946,156 | +16.8% | 18,916 | +11.7% | 0.04% | +14.3% |
| Q1 2023 | $4,234,959 | +8.7% | 16,929 | +5.1% | 0.04% | +2.9% |
| Q4 2022 | $3,895,638 | +10.8% | 16,105 | +0.5% | 0.03% | +3.0% |
| Q3 2022 | $3,515,000 | -5.3% | 16,032 | -2.3% | 0.03% | +3.1% |
| Q2 2022 | $3,712,000 | -15.6% | 16,409 | +0.1% | 0.03% | +3.2% |
| Q1 2022 | $4,397,000 | +8.4% | 16,385 | +14.3% | 0.03% | +34.8% |
| Q4 2021 | $4,057,000 | +7.6% | 14,333 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $3,771,000 | -2.6% | 14,333 | -0.5% | 0.02% | -4.3% |
| Q2 2021 | $3,871,000 | +3.8% | 14,404 | +0.5% | 0.02% | -4.2% |
| Q1 2021 | $3,731,000 | +13.3% | 14,333 | 0.0% | 0.02% | +9.1% |
| Q4 2020 | $3,294,000 | +24.0% | 14,333 | 0.0% | 0.02% | +15.8% |
| Q3 2020 | $2,656,000 | +10.3% | 14,333 | +5.9% | 0.02% | +5.6% |
| Q2 2020 | $2,408,000 | +21.0% | 13,539 | -2.1% | 0.02% | +12.5% |
| Q1 2020 | $1,990,000 | -51.9% | 13,836 | -31.1% | 0.02% | -38.5% |
| Q4 2019 | $4,136,000 | +195.4% | 20,095 | +177.4% | 0.03% | +188.9% |
| Q3 2019 | $1,400,000 | +48.5% | 7,244 | +49.3% | 0.01% | +50.0% |
| Q2 2019 | $943,000 | +27.6% | 4,853 | +24.3% | 0.01% | +20.0% |
| Q1 2019 | $739,000 | +2539.3% | 3,904 | +2210.1% | 0.01% | – |
| Q4 2018 | $28,000 | -89.2% | 169 | -88.4% | 0.00% | -100.0% |
| Q3 2017 | $260,000 | +251.4% | 1,453 | +241.9% | 0.00% | – |
| Q2 2017 | $74,000 | +1.4% | 425 | 0.0% | 0.00% | – |
| Q1 2017 | $73,000 | +4.3% | 425 | 0.0% | 0.00% | – |
| Q4 2016 | $70,000 | +6.1% | 425 | 0.0% | 0.00% | – |
| Q3 2016 | $66,000 | +57.1% | 425 | +51.8% | 0.00% | – |
| Q2 2016 | $42,000 | -74.1% | 280 | -75.1% | 0.00% | -100.0% |
| Q1 2016 | $162,000 | +3.2% | 1,125 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $157,000 | +25.6% | 1,125 | +23.0% | 0.00% | 0.0% |
| Q3 2015 | $125,000 | -55.0% | 915 | -50.7% | 0.00% | 0.0% |
| Q2 2015 | $278,000 | -5.4% | 1,855 | -4.0% | 0.00% | 0.0% |
| Q1 2015 | $294,000 | +9.3% | 1,933 | +4.2% | 0.00% | 0.0% |
| Q4 2014 | $269,000 | -63.7% | 1,855 | -65.8% | 0.00% | -66.7% |
| Q3 2014 | $742,000 | +155.9% | 5,424 | +167.6% | 0.00% | +200.0% |
| Q2 2014 | $290,000 | +93.3% | 2,027 | +86.0% | 0.00% | 0.0% |
| Q1 2014 | $150,000 | +10.3% | 1,090 | +7.4% | 0.00% | 0.0% |
| Q4 2013 | $136,000 | +7.9% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $126,000 | +7.7% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $117,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $117,000 | – | 1,015 | – | 0.00% | – |
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% |