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 | $75,866,982 | +78.4% | 304,259 | +87.1% | 2.31% | +88.7% |
| Q2 2023 | $42,531,291 | -47.2% | 162,656 | -49.5% | 1.22% | -48.7% |
| Q1 2023 | $80,559,525 | +89821.2% | 322,032 | -13.1% | 2.38% | -5.5% |
| Q4 2022 | $89,589 | -99.9% | 370,369 | +8.8% | 2.52% | +10.0% |
| Q3 2022 | $74,668,000 | +39.6% | 340,545 | +44.1% | 2.29% | +35.4% |
| Q2 2022 | $53,470,000 | +3115.3% | 236,351 | +3714.6% | 1.69% | +3504.3% |
| Q1 2022 | $1,663,000 | -19.5% | 6,196 | -15.2% | 0.05% | -23.0% |
| Q4 2021 | $2,067,000 | +15.0% | 7,303 | +6.9% | 0.06% | +29.8% |
| Q3 2021 | $1,797,000 | -97.1% | 6,830 | -97.0% | 0.05% | -97.4% |
| Q2 2021 | $61,749,000 | -36.2% | 229,781 | -38.2% | 1.84% | -48.4% |
| Q1 2021 | $96,788,000 | -15.1% | 371,862 | -39.6% | 3.56% | -12.6% |
| Q3 2020 | $114,045,000 | +92.8% | 615,426 | +85.0% | 4.07% | +179.3% |
| Q2 2020 | $59,142,000 | +3691.2% | 332,597 | +2966.5% | 1.46% | +1817.1% |
| Q1 2020 | $1,560,000 | -31.6% | 10,846 | -2.1% | 0.08% | -24.0% |
| Q4 2019 | $2,280,000 | +18.7% | 11,080 | +11.4% | 0.10% | +28.2% |
| Q3 2019 | $1,921,000 | +7.0% | 9,942 | +7.5% | 0.08% | +56.0% |
| Q2 2019 | $1,796,000 | +7.7% | 9,246 | +5.0% | 0.05% | -15.3% |
| Q1 2019 | $1,668,000 | +15.8% | 8,805 | +1.5% | 0.06% | -19.2% |
| Q4 2018 | $1,441,000 | -17.0% | 8,675 | +0.5% | 0.07% | +25.9% |
| Q3 2018 | $1,737,000 | +6.6% | 8,628 | +3.2% | 0.06% | -18.3% |
| Q2 2018 | $1,629,000 | +11.9% | 8,362 | +7.7% | 0.07% | +12.7% |
| Q1 2018 | $1,456,000 | +11.6% | 7,763 | +2.0% | 0.06% | -22.2% |
| Q4 2017 | $1,305,000 | -0.9% | 7,611 | -0.9% | 0.08% | +6.6% |
| Q3 2017 | $1,317,000 | -11.9% | 7,683 | -11.9% | 0.08% | -14.6% |
| Q2 2017 | $1,495,000 | -8.5% | 8,720 | -8.6% | 0.09% | -17.6% |
| Q1 2017 | $1,633,000 | +3.9% | 9,540 | +0.3% | 0.11% | 0.0% |
| Q4 2016 | $1,572,000 | -98.3% | 9,509 | -98.4% | 0.11% | -98.3% |
| Q3 2016 | $90,813,000 | +6626.9% | 586,989 | +6394.7% | 6.22% | +6062.4% |
| Q2 2016 | $1,350,000 | -5.8% | 9,038 | -9.0% | 0.10% | -12.2% |
| Q1 2016 | $1,433,000 | -0.1% | 9,937 | -3.5% | 0.12% | +1.8% |
| Q4 2015 | $1,435,000 | +2.0% | 10,298 | -0.0% | 0.11% | -13.1% |
| Q3 2015 | $1,407,000 | -1.7% | 10,302 | +8.0% | 0.13% | +14.0% |
| Q2 2015 | $1,431,000 | +8.0% | 9,542 | +9.5% | 0.11% | -9.5% |
| Q1 2015 | $1,325,000 | +9.5% | 8,718 | +4.3% | 0.13% | +2.4% |
| Q4 2014 | $1,210,000 | +6.3% | 8,358 | +0.5% | 0.12% | +3.4% |
| Q3 2014 | $1,138,000 | -1.6% | 8,319 | +3.0% | 0.12% | -13.8% |
| Q2 2014 | $1,156,000 | +9.0% | 8,079 | +4.7% | 0.14% | 0.0% |
| Q1 2014 | $1,061,000 | +15.0% | 7,719 | +11.9% | 0.14% | -1.4% |
| Q4 2013 | $923,000 | +29.3% | 6,898 | +19.9% | 0.14% | -15.2% |
| Q3 2013 | $714,000 | +42.5% | 5,753 | +32.7% | 0.16% | +13.0% |
| Q2 2013 | $501,000 | – | 4,334 | – | 0.15% | – |
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% |