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 | $117,006 | +406.2% | 469,245 | +430.8% | 0.72% | +401.4% |
| Q2 2023 | $23,115 | +4.4% | 88,402 | -0.2% | 0.14% | -4.7% |
| Q1 2023 | $22,148 | +17.9% | 88,537 | +14.0% | 0.15% | +8.7% |
| Q4 2022 | $18,786 | -99.9% | 77,665 | -0.5% | 0.14% | +1.5% |
| Q3 2022 | $17,116,000 | -13.0% | 78,063 | -10.2% | 0.14% | -10.5% |
| Q2 2022 | $19,666,000 | -25.4% | 86,930 | -11.6% | 0.15% | -18.7% |
| Q1 2022 | $26,378,000 | -11.1% | 98,300 | -6.2% | 0.19% | -10.5% |
| Q4 2021 | $29,663,000 | +8.1% | 104,787 | +2.6% | 0.21% | -4.6% |
| Q2 2021 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
| Q1 2021 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
| Q4 2020 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
| Q3 2020 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
| Q2 2020 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
| Q1 2020 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
| Q4 2019 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
| Q3 2019 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
| Q2 2019 | $27,453,000 | 0.0% | 102,158 | 0.0% | 0.22% | 0.0% |
| Q1 2019 | $27,453,000 | -16.1% | 102,158 | -48.1% | 0.22% | -73.2% |
| Q4 2018 | $32,714,000 | -22.7% | 197,004 | -6.3% | 0.82% | -24.4% |
| Q3 2018 | $42,315,000 | +20.9% | 210,219 | +17.0% | 1.08% | -6.2% |
| Q2 2018 | $34,996,000 | +21.8% | 179,668 | +17.3% | 1.15% | +0.9% |
| Q1 2018 | $28,723,000 | +28.2% | 153,134 | +29.7% | 1.14% | +14.7% |
| Q4 2017 | $22,403,000 | +32.2% | 118,046 | +24.6% | 1.00% | +24.2% |
| Q3 2017 | $16,951,000 | +22.1% | 94,752 | +18.7% | 0.80% | +12.5% |
| Q2 2017 | $13,887,000 | -31.6% | 79,831 | -32.7% | 0.71% | -38.0% |
| Q1 2017 | $20,299,000 | +16.4% | 118,555 | +12.4% | 1.15% | +7.4% |
| Q4 2016 | $17,437,000 | +72.2% | 105,461 | +61.1% | 1.07% | +52.9% |
| Q3 2016 | $10,126,000 | +38.3% | 65,450 | +33.5% | 0.70% | +30.9% |
| Q2 2016 | $7,321,000 | +60.7% | 49,009 | +55.1% | 0.53% | +33.5% |
| Q1 2016 | $4,556,000 | +65.3% | 31,598 | +59.7% | 0.40% | +48.7% |
| Q4 2015 | $2,757,000 | -20.2% | 19,787 | -21.7% | 0.27% | -22.7% |
| Q3 2015 | $3,453,000 | +10.9% | 25,276 | +21.8% | 0.35% | +16.4% |
| Q2 2015 | $3,113,000 | +6.2% | 20,755 | +7.6% | 0.30% | +0.7% |
| Q1 2015 | $2,931,000 | +356.5% | 19,285 | +334.7% | 0.30% | +280.8% |
| Q4 2014 | $642,000 | +0.6% | 4,436 | -4.9% | 0.08% | -16.1% |
| Q3 2014 | $638,000 | -31.4% | 4,666 | -28.2% | 0.09% | -44.0% |
| Q2 2014 | $930,000 | +12.0% | 6,497 | +7.6% | 0.17% | +46.9% |
| Q1 2014 | $830,000 | -68.1% | 6,040 | -69.0% | 0.11% | -72.2% |
| Q4 2013 | $2,604,000 | -30.5% | 19,459 | -35.6% | 0.41% | -58.7% |
| Q3 2013 | $3,748,000 | – | 30,193 | – | 0.98% | – |
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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% |