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 | $3,329,243 | +490.9% | 13,352 | +519.6% | 1.00% | +521.1% |
| Q2 2023 | $563,407 | -1.8% | 2,155 | -6.1% | 0.16% | -5.8% |
| Q1 2023 | $573,999 | -0.7% | 2,295 | -4.0% | 0.17% | -5.0% |
| Q4 2022 | $578,255 | -4.4% | 2,391 | -13.4% | 0.18% | -9.1% |
| Q3 2022 | $605,000 | -2.7% | 2,761 | +0.4% | 0.20% | +2.6% |
| Q2 2022 | $622,000 | -21.5% | 2,750 | -6.9% | 0.19% | -9.0% |
| Q1 2022 | $792,000 | -30.8% | 2,953 | -26.9% | 0.21% | -27.4% |
| Q4 2021 | $1,144,000 | +8.0% | 4,041 | +0.4% | 0.29% | +1.4% |
| Q3 2021 | $1,059,000 | -6.8% | 4,024 | -4.8% | 0.29% | -5.9% |
| Q2 2021 | $1,136,000 | -80.0% | 4,226 | -80.6% | 0.31% | -81.2% |
| Q1 2021 | $5,671,000 | -42.8% | 21,788 | -49.5% | 1.63% | -43.4% |
| Q4 2020 | $9,917,000 | +99070.0% | 43,150 | -23.7% | 2.88% | -17.1% |
| Q3 2020 | $10,000 | -99.8% | 56,524 | +58.5% | 3.47% | +47.0% |
| Q2 2020 | $6,343,000 | -21.7% | 35,672 | -36.7% | 2.36% | -26.9% |
| Q1 2020 | $8,104,000 | -55.9% | 56,332 | -36.9% | 3.23% | -37.5% |
| Q4 2019 | $18,375,000 | +10.4% | 89,275 | +3.6% | 5.16% | +0.2% |
| Q3 2019 | $16,649,000 | +0.5% | 86,160 | +1.0% | 5.16% | -4.0% |
| Q2 2019 | $16,571,000 | +0.8% | 85,306 | -1.7% | 5.37% | -4.5% |
| Q1 2019 | $16,435,000 | +449.8% | 86,772 | +382.1% | 5.62% | +387.4% |
| Q4 2018 | $2,989,000 | -80.7% | 17,998 | -76.7% | 1.15% | -78.0% |
| Q3 2018 | $15,515,000 | +4.0% | 77,080 | +0.7% | 5.24% | +2.2% |
| Q2 2018 | $14,914,000 | +6.2% | 76,567 | +2.3% | 5.12% | +1.9% |
| Q1 2018 | $14,041,000 | -3.0% | 74,859 | -1.9% | 5.03% | -1.9% |
| Q4 2017 | $14,480,000 | +8.7% | 76,298 | +2.5% | 5.12% | +2.6% |
| Q3 2017 | $13,319,000 | +4.0% | 74,449 | +1.2% | 5.00% | -0.2% |
| Q2 2017 | $12,801,000 | -3.2% | 73,591 | -4.7% | 5.01% | -12.7% |
| Q1 2017 | $13,225,000 | -1.3% | 77,241 | -4.7% | 5.73% | -6.7% |
| Q4 2016 | $13,396,000 | -1.5% | 81,020 | -7.8% | 6.15% | +21.6% |
| Q3 2016 | $13,597,000 | -24.8% | 87,888 | -32.3% | 5.06% | -1.5% |
| Q2 2016 | $18,092,000 | +114.5% | 129,860 | +122.1% | 5.13% | +76.0% |
| Q1 2016 | $8,433,000 | -53.4% | 58,482 | -55.0% | 2.92% | -43.2% |
| Q4 2015 | $18,092,000 | – | 129,860 | – | 5.13% | – |
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% |