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 | $83,052,498 | -1.3% | 333,076 | +1.9% | 0.32% | -4.5% |
| Q2 2023 | $84,110,907 | +0.9% | 327,021 | -3.4% | 0.33% | -9.3% |
| Q1 2023 | $83,336,170 | +2.9% | 338,479 | -0.5% | 0.37% | -10.1% |
| Q4 2022 | $80,969,848 | +3.4% | 340,085 | -6.2% | 0.41% | -10.7% |
| Q3 2022 | $78,286,000 | +25.4% | 362,391 | +28.8% | 0.46% | +13.2% |
| Q2 2022 | $62,439,000 | -13.3% | 281,343 | +4.8% | 0.40% | -13.5% |
| Q1 2022 | $72,012,000 | -15.7% | 268,360 | -11.1% | 0.47% | -20.5% |
| Q4 2021 | $85,447,000 | +9.6% | 301,847 | +1.8% | 0.59% | -9.6% |
| Q3 2021 | $77,987,000 | +3.3% | 296,450 | +5.5% | 0.65% | -7.8% |
| Q2 2021 | $75,497,000 | +2.8% | 280,941 | -0.5% | 0.70% | -11.6% |
| Q1 2021 | $73,462,000 | +51.2% | 282,241 | +33.5% | 0.80% | +23.4% |
| Q4 2020 | $48,594,000 | +45.2% | 211,425 | +18.6% | 0.64% | +16.0% |
| Q3 2020 | $33,471,000 | -14.5% | 178,256 | -19.6% | 0.56% | -14.0% |
| Q2 2020 | $39,146,000 | +19.7% | 221,802 | -8.2% | 0.64% | -10.5% |
| Q1 2020 | $32,707,000 | -36.6% | 241,508 | -3.5% | 0.72% | -11.4% |
| Q4 2019 | $51,577,000 | +36.1% | 250,218 | +27.6% | 0.81% | -38.8% |
| Q3 2019 | $37,886,000 | -0.9% | 196,037 | -0.4% | 1.33% | -6.0% |
| Q2 2019 | $38,234,000 | +3.6% | 196,817 | +1.0% | 1.42% | -5.5% |
| Q1 2019 | $36,892,000 | +90.2% | 194,784 | +66.7% | 1.50% | +43.8% |
| Q4 2018 | $19,401,000 | -18.4% | 116,830 | -0.7% | 1.04% | -2.1% |
| Q3 2018 | $23,771,000 | +7.6% | 117,603 | +4.1% | 1.06% | -13.2% |
| Q2 2018 | $22,090,000 | +11.1% | 112,917 | +4.0% | 1.22% | -0.5% |
| Q1 2018 | $19,886,000 | -2.7% | 108,564 | +0.8% | 1.23% | -0.6% |
| Q4 2017 | $20,437,000 | -45.9% | 107,685 | -48.2% | 1.24% | -22.9% |
| Q3 2017 | $37,772,000 | +206.9% | 207,831 | +193.8% | 1.60% | +4.4% |
| Q2 2017 | $12,307,000 | +5.2% | 70,745 | +3.5% | 1.54% | +29.5% |
| Q1 2017 | $11,700,000 | +27.2% | 68,336 | +22.8% | 1.19% | +42.3% |
| Q4 2016 | $9,200,000 | +23489.7% | 55,646 | +21302.3% | 0.84% | +20775.0% |
| Q3 2016 | $39,000 | -99.4% | 260 | -99.4% | 0.00% | -99.5% |
| Q2 2016 | $6,615,000 | +2.0% | 44,278 | -1.6% | 0.73% | +6.7% |
| Q1 2016 | $6,486,000 | -3.3% | 44,979 | -6.6% | 0.69% | -4.3% |
| Q4 2015 | $6,710,000 | +17.1% | 48,164 | +14.8% | 0.72% | -6.9% |
| Q3 2015 | $5,732,000 | -7.8% | 41,961 | +1.3% | 0.77% | -21.2% |
| Q2 2015 | $6,214,000 | -99.9% | 41,431 | -6.9% | 0.98% | -20.4% |
| Q1 2015 | $6,764,763,000 | +106751.4% | 44,511 | +1.8% | 1.23% | +0.1% |
| Q4 2014 | $6,331,000 | +17.9% | 43,725 | +11.4% | 1.23% | -17.7% |
| Q3 2014 | $5,369,000 | -10.0% | 39,267 | -5.9% | 1.49% | +9.0% |
| Q2 2014 | $5,968,000 | +5.1% | 41,714 | +0.9% | 1.37% | +16.5% |
| Q1 2014 | $5,678,000 | +2.6% | 41,322 | -0.1% | 1.17% | +24.0% |
| Q4 2013 | $5,532,000 | +837.6% | 41,343 | +769.3% | 0.95% | +510.3% |
| Q3 2013 | $590,000 | +103.4% | 4,756 | +89.4% | 0.16% | +74.2% |
| Q2 2013 | $290,000 | – | 2,511 | – | 0.09% | – |
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% |