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 | $41,510,604 | -9.3% | 175,669 | +3.1% | 2.24% | -6.0% |
| Q2 2023 | $45,774,986 | +14.9% | 170,389 | +6.6% | 2.38% | +2.4% |
| Q1 2023 | $39,825,041 | -7.4% | 159,908 | -0.0% | 2.32% | -11.7% |
| Q4 2022 | $42,986,620 | +18.9% | 159,932 | +7.0% | 2.63% | +2.0% |
| Q3 2022 | $36,139,000 | +0.9% | 149,407 | +4.7% | 2.58% | -0.5% |
| Q2 2022 | $35,810,000 | +8.1% | 142,708 | +2.9% | 2.59% | +2.5% |
| Q1 2022 | $33,137,000 | -6.7% | 138,665 | +2.7% | 2.53% | +0.5% |
| Q4 2021 | $35,517,000 | -7.3% | 135,004 | +1.7% | 2.52% | -6.3% |
| Q3 2021 | $38,314,000 | -46.4% | 132,776 | -50.4% | 2.69% | +1.2% |
| Q2 2021 | $71,454,000 | +93.9% | 267,612 | +99.7% | 2.66% | -12.7% |
| Q1 2021 | $36,842,000 | +14.9% | 133,981 | +2.6% | 3.04% | +0.0% |
| Q4 2020 | $32,053,000 | +23.3% | 130,563 | -0.8% | 3.04% | -1.3% |
| Q3 2020 | $26,002,000 | +7.5% | 131,662 | +1.4% | 3.08% | +1.9% |
| Q2 2020 | $24,191,000 | +21.0% | 129,806 | +1.1% | 3.02% | -2.0% |
| Q1 2020 | $19,987,000 | -31.5% | 128,403 | -7.7% | 3.09% | -14.0% |
| Q4 2019 | $29,159,000 | +21.1% | 139,137 | +12.4% | 3.59% | +5.7% |
| Q3 2019 | $24,088,000 | +1.7% | 123,778 | +1.1% | 3.39% | -0.1% |
| Q2 2019 | $23,677,000 | -1.3% | 122,473 | -0.3% | 3.40% | -4.3% |
| Q1 2019 | $23,979,000 | +9.5% | 122,891 | -1.2% | 3.55% | +9.3% |
| Q4 2018 | $21,889,000 | +7.8% | 124,428 | +9.3% | 3.25% | +7.5% |
| Q3 2018 | $20,297,000 | -5.3% | 113,857 | +3.5% | 3.02% | -9.2% |
| Q2 2018 | $21,426,000 | +3.4% | 110,000 | -0.5% | 3.33% | -6.4% |
| Q1 2018 | $20,730,000 | -0.9% | 110,519 | +0.2% | 3.55% | +3.9% |
| Q4 2017 | $20,924,000 | +5.8% | 110,256 | -0.2% | 3.42% | +1.4% |
| Q3 2017 | $19,768,000 | +112.2% | 110,499 | +100.4% | 3.38% | +38.8% |
| Q2 2017 | $9,317,000 | -36.1% | 55,132 | -35.2% | 2.43% | -41.1% |
| Q1 2017 | $14,578,000 | +23.0% | 85,142 | +18.8% | 4.13% | -4.5% |
| Q4 2016 | $11,854,000 | +9.6% | 71,692 | +2.6% | 4.32% | +0.6% |
| Q3 2016 | $10,816,000 | +6.6% | 69,908 | +2.9% | 4.30% | -12.1% |
| Q2 2016 | $10,150,000 | +2.0% | 67,945 | -1.6% | 4.89% | -5.3% |
| Q1 2016 | $9,954,000 | +19.3% | 69,034 | +15.3% | 5.16% | +29.5% |
| Q4 2015 | $8,345,000 | +19.8% | 59,896 | +17.5% | 3.98% | +2.5% |
| Q3 2015 | $6,966,000 | -3.5% | 50,995 | +6.0% | 3.88% | +18.3% |
| Q2 2015 | $7,217,000 | +0.0% | 48,118 | -3.4% | 3.28% | +3.0% |
| Q1 2015 | $7,216,000 | +18.8% | 49,836 | +18.8% | 3.18% | +23.8% |
| Q4 2014 | $6,073,000 | – | 41,939 | – | 2.57% | – |
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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% |