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 | $26,067,765 | -3.9% | 104,542 | +0.8% | 6.22% | -3.1% |
| Q2 2023 | $27,115,664 | +4.7% | 103,700 | +0.1% | 6.42% | +1.0% |
| Q1 2023 | $25,909,998 | +3.5% | 103,573 | +0.1% | 6.36% | -25.6% |
| Q4 2022 | $25,024,255 | +9.2% | 103,453 | -1.0% | 8.55% | +10.5% |
| Q3 2022 | $22,920,000 | -0.9% | 104,534 | +2.3% | 7.74% | +0.2% |
| Q2 2022 | $23,125,000 | -14.9% | 102,222 | +1.0% | 7.73% | +2.5% |
| Q1 2022 | $27,165,000 | +68.4% | 101,235 | +77.7% | 7.54% | +66.1% |
| Q4 2021 | $16,130,000 | +13.1% | 56,981 | +5.1% | 4.54% | +5.8% |
| Q3 2021 | $14,257,000 | -0.6% | 54,195 | +1.5% | 4.29% | +0.6% |
| Q2 2021 | $14,349,000 | +3.8% | 53,396 | +0.5% | 4.27% | -1.5% |
| Q1 2021 | $13,830,000 | +2.8% | 53,136 | -9.2% | 4.33% | -1.1% |
| Q4 2020 | $13,452,000 | +25.9% | 58,531 | +1.5% | 4.38% | +10.8% |
| Q3 2020 | $10,684,000 | +6.7% | 57,656 | +2.4% | 3.95% | +8.2% |
| Q2 2020 | $10,014,000 | -33.6% | 56,317 | -46.3% | 3.65% | -38.4% |
| Q1 2020 | $15,084,000 | -19.4% | 104,854 | +15.5% | 5.93% | -4.6% |
| Q4 2019 | $18,720,000 | +7.3% | 90,819 | +0.5% | 6.22% | +0.5% |
| Q3 2019 | $17,454,000 | +1.3% | 90,329 | +1.9% | 6.18% | -0.7% |
| Q2 2019 | $17,223,000 | +2.6% | 88,659 | +0.1% | 6.23% | +2.8% |
| Q1 2019 | $16,780,000 | +17.4% | 88,597 | +2.0% | 6.06% | +2.0% |
| Q4 2018 | $14,291,000 | -17.4% | 86,846 | +1.1% | 5.94% | -11.5% |
| Q3 2018 | $17,294,000 | +4.2% | 85,917 | +0.8% | 6.71% | +1.5% |
| Q2 2018 | $16,601,000 | +3.6% | 85,233 | -0.2% | 6.61% | -0.7% |
| Q1 2018 | $16,018,000 | -7.5% | 85,402 | -6.4% | 6.65% | -12.0% |
| Q4 2017 | $17,322,000 | +8.5% | 91,277 | +2.3% | 7.56% | +1.2% |
| Q3 2017 | $15,967,000 | +12.4% | 89,251 | +9.3% | 7.47% | +1.9% |
| Q2 2017 | $14,208,000 | +4.0% | 81,680 | +2.4% | 7.33% | +0.2% |
| Q1 2017 | $13,659,000 | -2.0% | 79,778 | -5.4% | 7.32% | -7.3% |
| Q4 2016 | $13,943,000 | -6.7% | 84,334 | -12.7% | 7.89% | -6.8% |
| Q3 2016 | $14,949,000 | +1.6% | 96,631 | -1.9% | 8.47% | +5.5% |
| Q2 2016 | $14,713,000 | +1.3% | 98,491 | -2.2% | 8.02% | -0.1% |
| Q1 2016 | $14,521,000 | -4.0% | 100,714 | -7.2% | 8.03% | +19.4% |
| Q4 2015 | $15,121,000 | +3.7% | 108,535 | +1.6% | 6.73% | -1.6% |
| Q3 2015 | $14,587,000 | -7.5% | 106,781 | +1.6% | 6.84% | -4.9% |
| Q2 2015 | $15,768,000 | +0.8% | 105,139 | +2.2% | 7.20% | +3.8% |
| Q1 2015 | $15,641,000 | +9.2% | 102,913 | +4.0% | 6.93% | +4.9% |
| Q4 2014 | $14,327,000 | +55.8% | 98,946 | +47.2% | 6.61% | +16.4% |
| Q3 2014 | $9,194,000 | +102055.6% | 67,238 | +106627.0% | 5.68% | +81000.0% |
| Q1 2014 | $9,000 | +12.5% | 63 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $8,000 | 0.0% | 63 | 0.0% | 0.01% | -12.5% |
| Q3 2013 | $8,000 | +14.3% | 63 | 0.0% | 0.01% | -20.0% |
| Q2 2013 | $7,000 | – | 63 | – | 0.01% | – |
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% |