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 | $11,804,813 | -0.7% | 47,342 | +4.1% | 0.94% | +5.3% |
| Q2 2023 | $11,890,530 | +7.4% | 45,474 | +2.7% | 0.89% | +3.0% |
| Q1 2023 | $11,074,558 | +26.4% | 44,270 | +22.2% | 0.87% | +16.6% |
| Q4 2022 | $8,764,954 | +10.3% | 36,235 | -0.0% | 0.74% | +0.5% |
| Q3 2022 | $7,946,000 | -1.1% | 36,239 | +2.0% | 0.74% | +3.8% |
| Q2 2022 | $8,036,000 | -13.2% | 35,522 | +2.9% | 0.71% | -1.7% |
| Q1 2022 | $9,260,000 | +5.6% | 34,509 | +11.4% | 0.72% | +10.7% |
| Q4 2021 | $8,769,000 | +10.7% | 30,976 | +2.8% | 0.65% | +0.6% |
| Q3 2021 | $7,924,000 | +5.2% | 30,122 | +7.5% | 0.65% | +4.3% |
| Q2 2021 | $7,531,000 | +4.9% | 28,027 | +1.6% | 0.62% | +1.5% |
| Q1 2021 | $7,178,000 | +9.9% | 27,576 | -3.0% | 0.61% | -28.3% |
| Q4 2020 | $6,534,000 | +59.9% | 28,430 | +28.9% | 0.86% | -6.9% |
| Q3 2020 | $4,087,000 | -9.0% | 22,055 | -12.7% | 0.92% | -16.5% |
| Q2 2020 | $4,492,000 | +25.4% | 25,260 | +1.4% | 1.10% | +2.8% |
| Q1 2020 | $3,583,000 | -28.5% | 24,903 | +2.3% | 1.07% | -8.6% |
| Q4 2019 | $5,012,000 | +7.5% | 24,353 | +1.0% | 1.17% | -1.7% |
| Q3 2019 | $4,661,000 | -10.4% | 24,119 | -9.9% | 1.19% | -14.9% |
| Q2 2019 | $5,203,000 | +4.7% | 26,783 | +2.1% | 1.40% | +0.4% |
| Q1 2019 | $4,970,000 | +11.2% | 26,240 | -2.5% | 1.40% | -5.6% |
| Q4 2018 | $4,471,000 | -16.7% | 26,925 | +1.0% | 1.48% | -7.2% |
| Q3 2018 | $5,368,000 | -12.1% | 26,670 | -14.9% | 1.59% | -19.0% |
| Q2 2018 | $6,105,000 | +32.3% | 31,342 | +27.4% | 1.96% | +30.3% |
| Q1 2018 | $4,614,000 | -9.0% | 24,596 | -8.0% | 1.51% | -13.5% |
| Q4 2017 | $5,073,000 | -6.5% | 26,731 | -11.9% | 1.74% | -16.2% |
| Q3 2017 | $5,426,000 | +10.8% | 30,330 | +7.7% | 2.08% | -3.9% |
| Q2 2017 | $4,899,000 | +22.6% | 28,161 | +20.7% | 2.17% | +16.8% |
| Q1 2017 | $3,996,000 | +27.6% | 23,338 | +23.2% | 1.86% | +17.2% |
| Q4 2016 | $3,131,000 | +40.0% | 18,938 | +31.0% | 1.58% | +37.3% |
| Q3 2016 | $2,237,000 | +22.8% | 14,458 | +18.5% | 1.15% | +21.6% |
| Q2 2016 | $1,822,000 | +36.1% | 12,197 | +31.4% | 0.95% | +27.6% |
| Q1 2016 | $1,339,000 | -3.3% | 9,285 | -6.6% | 0.74% | -6.3% |
| Q4 2015 | $1,384,000 | +28.5% | 9,937 | +26.1% | 0.79% | +18.4% |
| Q3 2015 | $1,077,000 | -18.3% | 7,880 | -10.3% | 0.67% | -6.3% |
| Q2 2015 | $1,318,000 | +27.5% | 8,786 | +29.2% | 0.72% | +7.2% |
| Q1 2015 | $1,034,000 | +14.0% | 6,802 | +8.6% | 0.67% | -6.1% |
| Q4 2014 | $907,000 | +64.0% | 6,264 | +54.9% | 0.71% | +35.2% |
| Q3 2014 | $553,000 | +0.2% | 4,045 | +4.8% | 0.52% | -9.9% |
| Q2 2014 | $552,000 | +1.8% | 3,858 | -2.2% | 0.58% | -1.2% |
| Q1 2014 | $542,000 | -16.6% | 3,946 | -18.8% | 0.59% | -6.8% |
| Q4 2013 | $650,000 | +7.8% | 4,861 | +0.1% | 0.63% | -11.3% |
| Q3 2013 | $603,000 | +25.6% | 4,858 | +16.9% | 0.71% | -1.5% |
| Q2 2013 | $480,000 | – | 4,156 | – | 0.72% | – |
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% |