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 | $6,010,831 | -5.6% | 24,106 | -1.0% | 0.92% | -3.4% |
| Q2 2023 | $6,365,469 | +10.4% | 24,344 | +5.6% | 0.95% | +2.8% |
| Q1 2023 | $5,764,937 | +8.8% | 23,045 | +5.2% | 0.92% | -0.1% |
| Q4 2022 | $5,300,536 | +12.0% | 21,913 | +1.5% | 0.92% | +0.7% |
| Q3 2022 | $4,732,000 | -0.2% | 21,581 | +2.9% | 0.92% | +3.1% |
| Q2 2022 | $4,743,000 | +35.2% | 20,965 | +60.4% | 0.89% | +54.6% |
| Q1 2022 | $3,507,000 | -9.8% | 13,070 | -4.9% | 0.58% | -4.6% |
| Q4 2021 | $3,890,000 | +5.6% | 13,740 | -1.8% | 0.60% | 0.0% |
| Q3 2021 | $3,682,000 | -2.8% | 13,995 | -0.8% | 0.60% | -1.6% |
| Q2 2021 | $3,790,000 | +0.3% | 14,103 | -2.8% | 0.61% | -3.6% |
| Q1 2021 | $3,777,000 | +9.1% | 14,513 | -3.7% | 0.64% | +4.3% |
| Q4 2020 | $3,463,000 | +21.0% | 15,069 | -2.5% | 0.61% | +7.2% |
| Q3 2020 | $2,863,000 | +8.3% | 15,450 | +3.9% | 0.57% | -1.4% |
| Q2 2020 | $2,644,000 | +36.9% | 14,868 | +10.7% | 0.58% | +18.7% |
| Q1 2020 | $1,932,000 | -27.2% | 13,433 | +4.2% | 0.49% | +5.7% |
| Q4 2019 | $2,654,000 | +8.5% | 12,893 | +1.8% | 0.46% | +1.3% |
| Q3 2019 | $2,446,000 | -0.9% | 12,659 | -0.4% | 0.45% | -2.8% |
| Q2 2019 | $2,469,000 | +5.2% | 12,709 | +2.5% | 0.47% | +1.3% |
| Q1 2019 | $2,347,000 | +29.5% | 12,393 | +13.5% | 0.46% | +15.8% |
| Q4 2018 | $1,813,000 | -14.4% | 10,918 | +3.7% | 0.40% | -3.9% |
| Q3 2018 | $2,119,000 | +1.6% | 10,528 | -1.6% | 0.41% | -2.1% |
| Q2 2018 | $2,085,000 | +8.9% | 10,703 | +4.9% | 0.42% | +5.5% |
| Q1 2018 | $1,914,000 | 0.0% | 10,203 | +1.2% | 0.40% | -0.2% |
| Q4 2017 | $1,914,000 | +10.4% | 10,083 | +4.0% | 0.40% | +4.7% |
| Q3 2017 | $1,734,000 | +12.3% | 9,692 | +9.2% | 0.38% | +7.9% |
| Q2 2017 | $1,544,000 | -1.6% | 8,877 | -3.1% | 0.36% | -3.0% |
| Q1 2017 | $1,569,000 | -1.1% | 9,163 | -4.5% | 0.37% | -6.9% |
| Q4 2016 | $1,587,000 | +9.7% | 9,596 | +2.6% | 0.39% | +6.5% |
| Q3 2016 | $1,447,000 | +0.8% | 9,352 | -2.7% | 0.37% | -2.9% |
| Q2 2016 | $1,436,000 | -2.0% | 9,612 | -5.5% | 0.38% | -4.8% |
| Q1 2016 | $1,466,000 | -7.3% | 10,169 | -10.4% | 0.40% | -9.5% |
| Q4 2015 | $1,581,000 | -0.4% | 11,349 | -2.3% | 0.44% | -5.6% |
| Q3 2015 | $1,587,000 | -12.3% | 11,617 | -3.5% | 0.47% | -7.5% |
| Q2 2015 | $1,809,000 | +7.4% | 12,038 | +8.6% | 0.51% | +4.3% |
| Q1 2015 | $1,684,000 | +3.2% | 11,082 | -1.7% | 0.48% | -0.2% |
| Q4 2014 | $1,632,000 | +2.1% | 11,272 | -3.6% | 0.49% | -2.4% |
| Q3 2014 | $1,598,000 | -4.0% | 11,689 | +0.4% | 0.50% | -5.1% |
| Q2 2014 | $1,665,000 | +2.8% | 11,639 | -1.2% | 0.52% | -3.3% |
| Q1 2014 | $1,620,000 | -2.4% | 11,785 | -5.0% | 0.54% | -6.7% |
| Q4 2013 | $1,659,000 | -2.0% | 12,400 | -9.1% | 0.58% | -15.3% |
| Q3 2013 | $1,692,000 | -4.4% | 13,635 | -11.0% | 0.69% | -5.1% |
| Q2 2013 | $1,769,000 | – | 15,313 | – | 0.72% | – |
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% |