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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $18,100,000 | -17.5% | 109 | 0.0% | 0.04% | +2.3% |
| Q3 2018 | $21,940,000 | +3.3% | 109 | 0.0% | 0.04% | +4.9% |
| Q2 2018 | $21,231,000 | -98.5% | 109 | -98.6% | 0.04% | -97.8% |
| Q1 2018 | $1,444,851,000 | -0.1% | 7,703 | +1.0% | 1.84% | +18.5% |
| Q4 2017 | $1,446,882,000 | +8.0% | 7,624 | +1.8% | 1.55% | -5.1% |
| Q3 2017 | $1,339,782,000 | +3.8% | 7,489 | +0.9% | 1.63% | +7.6% |
| Q2 2017 | $1,290,709,000 | -3.7% | 7,420 | -5.2% | 1.52% | -0.7% |
| Q1 2017 | $1,340,652,000 | +6.4% | 7,830 | +2.8% | 1.53% | +10.2% |
| Q4 2016 | $1,259,560,000 | +270.2% | 7,618 | +246.4% | 1.39% | +443.5% |
| Q3 2016 | $340,207,000 | -4.9% | 2,199 | -8.2% | 0.26% | -47.4% |
| Q2 2016 | $357,789,000 | +31.1% | 2,395 | +26.5% | 0.48% | +39.8% |
| Q1 2016 | $272,951,000 | -60.8% | 1,893 | -62.1% | 0.35% | -57.8% |
| Q4 2015 | $696,321,000 | +1947.0% | 4,998 | +1907.2% | 0.82% | +1075.7% |
| Q3 2015 | $34,016,000 | -97.8% | 249 | -97.6% | 0.07% | -95.2% |
| Q2 2015 | $1,543,294,000 | +6.9% | 10,290 | +8.3% | 1.47% | +4.3% |
| Q1 2015 | $1,443,810,000 | – | 9,500 | – | 1.41% | – |
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% |