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 | $18,557,179 | -8.1% | 74,422 | -3.7% | 7.46% | -5.4% |
| Q2 2023 | $20,198,863 | +8.8% | 77,248 | +4.1% | 7.89% | +3.1% |
| Q1 2023 | $18,568,298 | +3.5% | 74,226 | +0.0% | 7.65% | -2.8% |
| Q4 2022 | $17,948,672 | +7.2% | 74,202 | -2.8% | 7.88% | -2.8% |
| Q3 2022 | $16,739,000 | -0.8% | 76,341 | +2.4% | 8.10% | +3.4% |
| Q2 2022 | $16,868,000 | -14.4% | 74,559 | +1.5% | 7.84% | -1.2% |
| Q1 2022 | $19,707,000 | -1.9% | 73,439 | +3.5% | 7.93% | -0.4% |
| Q4 2021 | $20,086,000 | +11.3% | 70,956 | +3.4% | 7.96% | -0.3% |
| Q3 2021 | $18,054,000 | +0.7% | 68,630 | +2.9% | 7.98% | -1.2% |
| Q2 2021 | $17,920,000 | +7.4% | 66,685 | +4.1% | 8.09% | +1.1% |
| Q1 2021 | $16,680,000 | +13.7% | 64,086 | +0.4% | 8.00% | +5.3% |
| Q4 2020 | $14,676,000 | +29.4% | 63,855 | +4.3% | 7.60% | +18.3% |
| Q3 2020 | $11,342,000 | +6.8% | 61,205 | +2.5% | 6.42% | -9.9% |
| Q2 2020 | $10,618,000 | +19.9% | 59,713 | -3.0% | 7.13% | +0.6% |
| Q1 2020 | $8,859,000 | -34.0% | 61,578 | -5.6% | 7.08% | -11.2% |
| Q4 2019 | $13,432,000 | -0.2% | 65,263 | -6.3% | 7.97% | -3.0% |
| Q3 2019 | $13,454,000 | +1.0% | 69,625 | +1.6% | 8.22% | -8.2% |
| Q2 2019 | $13,316,000 | +0.6% | 68,548 | -2.0% | 8.96% | +6.9% |
| Q1 2019 | $13,243,000 | +1.0% | 69,920 | -11.4% | 8.38% | -4.5% |
| Q4 2018 | $13,111,000 | -13.8% | 78,954 | +4.5% | 8.78% | -10.4% |
| Q3 2018 | $15,214,000 | +5.1% | 75,584 | +1.7% | 9.80% | +5.4% |
| Q2 2018 | $14,481,000 | +4.5% | 74,345 | +0.7% | 9.29% | +2.4% |
| Q1 2018 | $13,851,000 | -49.0% | 73,842 | -48.4% | 9.08% | +2.8% |
| Q4 2017 | $27,144,000 | +103.4% | 143,028 | +91.7% | 8.83% | +7.6% |
| Q3 2017 | $13,344,000 | +4.3% | 74,591 | +1.5% | 8.21% | -5.6% |
| Q2 2017 | $12,788,000 | +5.0% | 73,517 | +3.3% | 8.70% | +0.2% |
| Q1 2017 | $12,184,000 | +5.5% | 71,161 | +1.9% | 8.68% | +0.7% |
| Q4 2016 | $11,545,000 | +6.5% | 69,826 | -0.4% | 8.62% | +0.2% |
| Q3 2016 | $10,845,000 | -17.8% | 70,101 | -20.6% | 8.60% | -19.7% |
| Q2 2016 | $13,191,000 | +6.9% | 88,300 | +3.1% | 10.72% | +11.7% |
| Q1 2016 | $12,344,000 | +8.9% | 85,612 | +5.3% | 9.59% | +1.4% |
| Q4 2015 | $11,332,000 | -1.5% | 81,336 | -3.4% | 9.46% | -2.2% |
| Q3 2015 | $11,506,000 | -28.0% | 84,227 | +11.1% | 9.67% | +43.8% |
| Q2 2015 | $15,984,000 | +103.2% | 75,814 | +46.5% | 6.73% | +2.5% |
| Q1 2015 | $7,865,000 | -45.6% | 51,749 | -48.1% | 6.56% | +9.1% |
| Q4 2014 | $14,448,000 | +11.0% | 99,780 | +4.8% | 6.02% | +4.0% |
| Q3 2014 | $13,016,000 | +83.5% | 95,190 | +92.0% | 5.79% | -10.7% |
| Q2 2014 | $7,093,000 | +4.6% | 49,571 | +0.5% | 6.48% | -0.7% |
| Q1 2014 | $6,780,000 | +5.4% | 49,318 | +2.6% | 6.52% | -0.6% |
| Q4 2013 | $6,432,000 | -45.1% | 48,070 | -49.1% | 6.56% | -5.9% |
| Q3 2013 | $11,720,000 | +141.4% | 94,402 | +124.6% | 6.97% | -5.5% |
| Q2 2013 | $4,855,000 | – | 42,036 | – | 7.38% | – |
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% |