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 | $47,614,755 | -4.7% | 190,914 | -0.0% | 3.35% | -20.7% |
| Q2 2023 | $49,943,351 | +5.9% | 191,003 | +1.3% | 4.23% | +3.1% |
| Q1 2023 | $47,166,522 | +5.4% | 188,545 | +1.9% | 4.10% | +6.9% |
| Q4 2022 | $44,747,169 | +17.0% | 184,990 | +6.0% | 3.83% | +0.3% |
| Q3 2022 | $38,256,000 | +1.0% | 174,479 | +4.2% | 3.82% | +4.5% |
| Q2 2022 | $37,884,000 | -13.4% | 167,456 | +2.7% | 3.66% | -3.3% |
| Q1 2022 | $43,736,000 | -1.8% | 162,987 | +3.6% | 3.78% | +4.1% |
| Q4 2021 | $44,554,000 | +9.4% | 157,391 | +1.6% | 3.63% | +1.7% |
| Q3 2021 | $40,734,000 | -2.4% | 154,842 | -0.3% | 3.57% | +3.0% |
| Q2 2021 | $41,749,000 | +0.0% | 155,358 | -3.1% | 3.47% | -5.7% |
| Q1 2021 | $41,738,000 | +11.7% | 160,357 | -1.3% | 3.68% | +6.9% |
| Q4 2020 | $37,353,000 | +9.2% | 162,524 | -12.0% | 3.44% | +8.7% |
| Q3 2020 | $34,216,000 | +7.0% | 184,643 | +2.7% | 3.16% | +2.8% |
| Q2 2020 | $31,966,000 | +28.6% | 179,767 | +4.0% | 3.08% | +8.5% |
| Q1 2020 | $24,866,000 | -22.6% | 172,851 | +10.7% | 2.84% | +2.9% |
| Q4 2019 | $32,138,000 | +10.1% | 156,144 | +3.4% | 2.76% | +3.1% |
| Q3 2019 | $29,190,000 | +4.5% | 151,061 | +5.1% | 2.67% | +3.9% |
| Q2 2019 | $27,930,000 | +9.1% | 143,776 | +6.3% | 2.57% | +6.1% |
| Q1 2019 | $25,609,000 | +65.3% | 135,211 | +44.9% | 2.43% | +22.3% |
| Q4 2018 | $15,490,000 | +4.0% | 93,282 | +26.1% | 1.98% | +19.4% |
| Q3 2018 | $14,895,000 | -2.2% | 74,000 | -5.4% | 1.66% | -6.4% |
| Q2 2018 | $15,235,000 | +18.2% | 78,215 | +13.8% | 1.77% | +14.9% |
| Q1 2018 | $12,890,000 | -18.0% | 68,723 | -17.0% | 1.54% | -12.6% |
| Q4 2017 | $15,720,000 | +9.7% | 82,835 | +3.4% | 1.77% | +4.6% |
| Q3 2017 | $14,331,000 | +2.1% | 80,107 | -0.7% | 1.69% | -1.9% |
| Q2 2017 | $14,036,000 | +1.1% | 80,689 | -0.5% | 1.72% | -0.6% |
| Q1 2017 | $13,880,000 | +6.9% | 81,066 | +3.2% | 1.73% | +2.7% |
| Q4 2016 | $12,985,000 | +9.6% | 78,538 | +2.6% | 1.69% | +5.5% |
| Q3 2016 | $11,844,000 | +3.0% | 76,555 | -0.5% | 1.60% | +0.8% |
| Q2 2016 | $11,498,000 | +26.1% | 76,968 | +21.7% | 1.58% | +21.7% |
| Q1 2016 | $9,117,000 | +15.3% | 63,231 | +11.4% | 1.30% | +12.9% |
| Q4 2015 | $7,905,000 | +35.4% | 56,738 | +32.7% | 1.15% | +24.4% |
| Q3 2015 | $5,840,000 | -11.5% | 42,746 | -2.9% | 0.93% | -7.1% |
| Q2 2015 | $6,600,000 | +4.4% | 44,004 | +5.8% | 1.00% | +4.5% |
| Q1 2015 | $6,323,000 | +6.6% | 41,603 | +1.6% | 0.96% | +6.6% |
| Q4 2014 | $5,931,000 | +9.1% | 40,962 | +3.1% | 0.90% | -0.7% |
| Q3 2014 | $5,434,000 | +0.4% | 39,741 | +5.1% | 0.90% | +0.4% |
| Q2 2014 | $5,410,000 | +7.3% | 37,812 | +3.1% | 0.90% | -0.1% |
| Q1 2014 | $5,040,000 | +5.9% | 36,662 | +3.1% | 0.90% | +4.3% |
| Q4 2013 | $4,760,000 | +8.3% | 35,572 | +0.5% | 0.86% | -3.9% |
| Q3 2013 | $4,394,000 | -41.2% | 35,399 | -45.3% | 0.90% | +12.7% |
| Q2 2013 | $7,469,000 | +110.2% | 64,664 | +109.3% | 0.80% | +3.2% |
| Q1 2013 | $3,554,000 | – | 30,888 | – | 0.77% | – |
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% |