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 | $77,956,948 | -5.9% | 312,641 | -1.3% | 6.81% | -2.9% |
| Q2 2023 | $82,858,216 | +3.3% | 316,882 | -1.2% | 7.01% | -2.2% |
| Q1 2023 | $80,214,267 | +0.8% | 320,652 | -2.6% | 7.17% | -5.8% |
| Q4 2022 | $79,595,621 | +14.4% | 329,057 | +3.7% | 7.61% | +5.3% |
| Q3 2022 | $69,604,000 | -3.2% | 317,450 | -0.1% | 7.23% | -17.8% |
| Q2 2022 | $71,921,000 | -16.2% | 317,911 | -0.6% | 8.79% | -14.1% |
| Q1 2022 | $85,794,000 | -7.2% | 319,723 | -2.1% | 10.24% | -3.4% |
| Q4 2021 | $92,417,000 | +5.6% | 326,468 | -1.8% | 10.60% | -3.5% |
| Q3 2021 | $87,479,000 | -3.6% | 332,530 | -1.5% | 10.98% | -3.5% |
| Q2 2021 | $90,731,000 | +0.3% | 337,629 | -2.8% | 11.38% | -5.7% |
| Q1 2021 | $90,421,000 | +3.9% | 347,398 | -8.2% | 12.07% | +4.5% |
| Q4 2020 | $87,001,000 | +18.1% | 378,546 | -4.8% | 11.55% | +2.6% |
| Q3 2020 | $73,649,000 | +1.5% | 397,433 | -2.6% | 11.25% | -5.0% |
| Q2 2020 | $72,550,000 | -14.5% | 407,995 | -30.8% | 11.85% | -23.1% |
| Q1 2020 | $84,808,000 | -11.4% | 589,518 | +26.8% | 15.40% | +6.1% |
| Q4 2019 | $95,679,000 | +7.2% | 464,864 | +0.6% | 14.52% | -0.7% |
| Q3 2019 | $89,271,000 | +36.2% | 461,990 | +36.9% | 14.61% | +23.7% |
| Q2 2019 | $65,552,000 | +5.9% | 337,442 | +3.3% | 11.82% | -1.9% |
| Q1 2019 | $61,894,000 | +18.5% | 326,791 | +3.9% | 12.05% | +4.9% |
| Q4 2018 | $52,246,000 | -18.5% | 314,619 | -1.2% | 11.49% | -10.6% |
| Q3 2018 | $64,110,000 | +0.7% | 318,498 | -2.6% | 12.85% | -14.1% |
| Q2 2018 | $63,677,000 | +2.4% | 326,921 | -1.4% | 14.96% | -1.9% |
| Q1 2018 | $62,199,000 | -7.1% | 331,604 | -6.0% | 15.25% | -5.3% |
| Q4 2017 | $66,970,000 | +5.3% | 352,880 | -0.7% | 16.11% | -0.4% |
| Q3 2017 | $63,587,000 | -24.7% | 355,437 | -26.8% | 16.18% | -20.8% |
| Q2 2017 | $84,496,000 | +2.9% | 485,744 | +1.3% | 20.42% | -0.9% |
| Q1 2017 | $82,103,000 | -99.9% | 479,516 | -1.5% | 20.61% | -2.4% |
| Q4 2016 | $80,449,833,000 | +105338.8% | 486,572 | -1.3% | 21.12% | +1.5% |
| Q3 2016 | $76,300,000 | +27.0% | 493,184 | +22.7% | 20.80% | +17.2% |
| Q2 2016 | $60,058,000 | +0.8% | 402,024 | -2.7% | 17.75% | -1.0% |
| Q1 2016 | $59,586,000 | +17.6% | 413,248 | +13.7% | 17.92% | +26.1% |
| Q4 2015 | $50,655,000 | +6.6% | 363,587 | +4.5% | 14.21% | -21.7% |
| Q3 2015 | $47,532,000 | +81.5% | 347,938 | +99.2% | 18.15% | +69.2% |
| Q2 2015 | $26,191,000 | +10.3% | 174,629 | +11.8% | 10.73% | +8.7% |
| Q1 2015 | $23,748,000 | +10.0% | 156,260 | +4.8% | 9.87% | +27.5% |
| Q4 2014 | $21,584,000 | – | 149,058 | – | 7.74% | – |
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% |