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 | $168,026 | -11.9% | 674 | -7.5% | 0.02% | -8.7% |
| Q2 2023 | $190,699 | +4.6% | 729 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $182,246 | +19.7% | 729 | +15.9% | 0.02% | +15.0% |
| Q4 2022 | $152,191 | +11.1% | 629 | +0.3% | 0.02% | +5.3% |
| Q3 2022 | $137,000 | -18.0% | 627 | +6.3% | 0.02% | 0.0% |
| Q4 2021 | $167,000 | +7.7% | 590 | +0.2% | 0.02% | 0.0% |
| Q3 2021 | $155,000 | -1.9% | 589 | +0.3% | 0.02% | -5.0% |
| Q2 2021 | $158,000 | +3.9% | 587 | +0.2% | 0.02% | 0.0% |
| Q1 2021 | $152,000 | +13.4% | 586 | +0.3% | 0.02% | +11.1% |
| Q4 2020 | $134,000 | +24.1% | 584 | +0.2% | 0.02% | +12.5% |
| Q3 2020 | $108,000 | +9.1% | 583 | +4.7% | 0.02% | 0.0% |
| Q2 2020 | $99,000 | +28.6% | 557 | +3.3% | 0.02% | +14.3% |
| Q1 2020 | $77,000 | -28.7% | 539 | +2.5% | 0.01% | -22.2% |
| Q4 2019 | $108,000 | +4.9% | 526 | -1.1% | 0.02% | 0.0% |
| Q3 2019 | $103,000 | 0.0% | 532 | +0.6% | 0.02% | -14.3% |
| Q2 2019 | $103,000 | +415.0% | 529 | +389.8% | 0.02% | +425.0% |
| Q1 2019 | $20,000 | +1900.0% | 108 | +1250.0% | 0.00% | – |
| Q4 2018 | $1,000 | -50.0% | 8 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 8 | +14.3% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | -66.7% | 7 | -70.8% | 0.00% | -100.0% |
| Q1 2016 | $3,000 | -87.5% | 24 | -86.3% | 0.00% | -85.7% |
| Q4 2015 | $24,000 | -20.0% | 175 | -19.7% | 0.01% | -22.2% |
| Q3 2015 | $30,000 | -55.9% | 218 | -51.7% | 0.01% | -47.1% |
| Q2 2015 | $68,000 | -47.3% | 451 | -47.0% | 0.02% | -43.3% |
| Q1 2015 | $129,000 | +7.5% | 851 | +2.5% | 0.03% | +11.1% |
| Q4 2014 | $120,000 | +2.6% | 830 | -2.6% | 0.03% | 0.0% |
| Q3 2014 | $117,000 | -14.0% | 852 | -10.2% | 0.03% | -12.9% |
| Q2 2014 | $136,000 | +5.4% | 949 | +1.3% | 0.03% | +3.3% |
| Q1 2014 | $129,000 | -3.7% | 937 | -6.3% | 0.03% | -3.2% |
| Q4 2013 | $134,000 | +14.5% | 1,000 | +6.3% | 0.03% | +14.8% |
| Q3 2013 | $117,000 | +14.7% | 941 | +6.2% | 0.03% | +8.0% |
| Q2 2013 | $102,000 | – | 886 | – | 0.02% | – |
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% |