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 | $370,723 | -4.2% | 1,480 | 0.0% | 0.15% | -1.9% |
| Q2 2023 | $386,990 | -1.8% | 1,480 | -6.0% | 0.16% | -28.2% |
| Q1 2023 | $394,002 | +3.4% | 1,575 | 0.0% | 0.22% | -17.2% |
| Q4 2022 | $380,977 | -1.6% | 1,575 | -1.2% | 0.26% | +27.9% |
| Q3 2022 | $387,000 | +7.2% | 1,594 | 0.0% | 0.20% | -5.1% |
| Q2 2022 | $361,000 | -99.9% | 1,594 | 0.0% | 0.22% | +18.1% |
| Q1 2022 | $427,734,000 | -5.2% | 1,594 | 0.0% | 0.18% | +2.2% |
| Q4 2021 | $451,230,000 | +5.3% | 1,594 | -2.1% | 0.18% | -1.7% |
| Q3 2021 | $428,541,000 | -2.1% | 1,629 | 0.0% | 0.18% | +2.3% |
| Q2 2021 | $437,761,000 | +0.1% | 1,629 | -14.4% | 0.18% | -14.1% |
| Q4 2020 | $437,366,000 | +24.0% | 1,903 | 0.0% | 0.21% | +11.4% |
| Q3 2020 | $352,645,000 | +1.0% | 1,903 | -3.1% | 0.18% | -13.1% |
| Q2 2020 | $349,061,000 | +18.5% | 1,963 | -4.2% | 0.21% | -7.0% |
| Q1 2020 | $294,625,000 | -77.4% | 2,048 | -67.6% | 0.23% | -69.4% |
| Q4 2019 | $1,302,635,000 | +9.6% | 6,329 | +2.9% | 0.75% | +4.0% |
| Q3 2019 | $1,188,365,000 | -35.6% | 6,150 | -35.3% | 0.72% | -34.3% |
| Q2 2019 | $1,846,636,000 | +7.7% | 9,506 | +5.0% | 1.10% | +8.2% |
| Q1 2019 | $1,714,449,000 | +463.6% | 9,052 | +394.1% | 1.01% | +242.2% |
| Q4 2018 | $304,221,000 | -26.5% | 1,832 | -10.9% | 0.30% | -5.1% |
| Q3 2018 | $414,056,000 | -7.7% | 2,057 | -10.7% | 0.31% | -10.3% |
| Q2 2018 | $448,773,000 | +74.0% | 2,304 | +67.6% | 0.35% | +64.9% |
| Q1 2018 | $257,908,000 | +56.2% | 1,375 | +58.0% | 0.21% | +50.7% |
| Q4 2017 | $165,108,000 | +0.3% | 870 | -5.4% | 0.14% | +3.7% |
| Q3 2017 | $164,588,000 | -12.0% | 920 | -14.4% | 0.14% | -17.2% |
| Q2 2017 | $186,996,000 | +1.6% | 1,075 | 0.0% | 0.16% | +7.2% |
| Q1 2017 | $184,061,000 | +16.3% | 1,075 | +12.3% | 0.15% | +11.8% |
| Q4 2016 | $158,230,000 | – | 957 | – | 0.14% | – |
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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% |