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 | $3,829,754 | -6.0% | 15,359 | -1.4% | 0.12% | +10.8% |
| Q2 2023 | $4,072,463 | -51.6% | 15,574 | -53.7% | 0.11% | -49.5% |
| Q1 2023 | $8,409,404 | +639.9% | 33,616 | +615.4% | 0.22% | +41.9% |
| Q4 2022 | $1,136,559 | -20.4% | 4,699 | -27.8% | 0.16% | -25.1% |
| Q3 2022 | $1,427,000 | -1.0% | 6,509 | +2.2% | 0.21% | +10.7% |
| Q2 2022 | $1,441,000 | -12.1% | 6,368 | +4.2% | 0.19% | -7.0% |
| Q1 2022 | $1,640,000 | -50.5% | 6,112 | -47.8% | 0.20% | -45.7% |
| Q4 2021 | $3,312,000 | +71.7% | 11,704 | +59.5% | 0.37% | +24.6% |
| Q3 2021 | $1,929,000 | +49.0% | 7,336 | +52.2% | 0.30% | +16.0% |
| Q2 2021 | $1,295,000 | -24.6% | 4,819 | -27.0% | 0.26% | -32.3% |
| Q1 2021 | $1,717,000 | -96.6% | 6,597 | -97.0% | 0.38% | -48.8% |
| Q4 2020 | $49,864,000 | +63.4% | 216,960 | +31.8% | 0.74% | +31.7% |
| Q3 2020 | $30,516,000 | +3.3% | 164,672 | -0.9% | 0.56% | -3.9% |
| Q2 2020 | $29,542,000 | +137.2% | 166,136 | +91.9% | 0.58% | +52.1% |
| Q1 2020 | $12,455,000 | -17.0% | 86,575 | +18.7% | 0.38% | -16.0% |
| Q4 2019 | $15,009,000 | +27.3% | 72,924 | +19.5% | 0.46% | -4.6% |
| Q3 2019 | $11,787,000 | +52.9% | 61,001 | +53.7% | 0.48% | +45.2% |
| Q2 2019 | $7,711,000 | +55.1% | 39,694 | +51.2% | 0.33% | +11.1% |
| Q1 2019 | $4,972,000 | +104.7% | 26,253 | +79.5% | 0.30% | -5.4% |
| Q4 2018 | $2,429,000 | -80.7% | 14,625 | -76.6% | 0.31% | -56.2% |
| Q3 2018 | $12,564,000 | +66.6% | 62,418 | +61.2% | 0.72% | +32.0% |
| Q2 2018 | $7,541,000 | +53.0% | 38,715 | +47.3% | 0.54% | +27.5% |
| Q1 2018 | $4,929,000 | -40.0% | 26,280 | -39.3% | 0.43% | -46.6% |
| Q4 2017 | $8,221,000 | +3949.8% | 43,317 | +3716.5% | 0.80% | +482.5% |
| Q3 2017 | $203,000 | -92.9% | 1,135 | -93.1% | 0.14% | -59.6% |
| Q2 2017 | $2,873,000 | +81.5% | 16,516 | +78.6% | 0.34% | +38.9% |
| Q1 2017 | $1,583,000 | -24.4% | 9,247 | -27.0% | 0.24% | -49.5% |
| Q4 2016 | $2,095,000 | +132.8% | 12,670 | +117.7% | 0.48% | +10.3% |
| Q3 2016 | $900,000 | -87.2% | 5,819 | -87.7% | 0.44% | -88.5% |
| Q2 2016 | $7,058,000 | +511.6% | 47,243 | +490.2% | 3.80% | +436.3% |
| Q1 2016 | $1,154,000 | -52.4% | 8,004 | -54.0% | 0.71% | +146.7% |
| Q4 2015 | $2,423,000 | +8.2% | 17,390 | +16.4% | 0.29% | -86.5% |
| Q2 2015 | $2,240,000 | +55.9% | 14,936 | +58.0% | 2.12% | +24.9% |
| Q1 2015 | $1,437,000 | -31.4% | 9,455 | -34.7% | 1.70% | -31.5% |
| Q4 2014 | $2,096,000 | – | 14,476 | – | 2.49% | – |
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% |