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 | $8,865,768 | -8.3% | 35,556 | -3.8% | 0.82% | +0.6% |
| Q2 2023 | $9,668,881 | +3.7% | 36,978 | -0.8% | 0.82% | -0.6% |
| Q1 2023 | $9,324,593 | +4.8% | 37,275 | +3.9% | 0.82% | +1.1% |
| Q4 2022 | $8,898,231 | +13.5% | 35,879 | +0.3% | 0.81% | +0.7% |
| Q3 2022 | $7,842,000 | -3.8% | 35,766 | -0.8% | 0.81% | +1.9% |
| Q2 2022 | $8,154,000 | -17.5% | 36,045 | -2.2% | 0.79% | -8.3% |
| Q1 2022 | $9,888,000 | -5.3% | 36,851 | -0.1% | 0.86% | +2.4% |
| Q4 2021 | $10,441,000 | +9.6% | 36,884 | +1.8% | 0.84% | +4.5% |
| Q3 2021 | $9,527,000 | -77.8% | 36,216 | -77.3% | 0.81% | -73.9% |
| Q2 2021 | $42,930,000 | +1.4% | 159,753 | +0.3% | 3.10% | +6.0% |
| Q1 2021 | $42,330,000 | +15.0% | 159,242 | -0.5% | 2.92% | +6.6% |
| Q4 2020 | $36,798,000 | +29.6% | 160,109 | +12.3% | 2.74% | +31.7% |
| Q3 2020 | $28,391,000 | +12.3% | 142,591 | -0.2% | 2.08% | +4.3% |
| Q2 2020 | $25,272,000 | +0.8% | 142,941 | +0.4% | 2.00% | -2.8% |
| Q1 2020 | $25,081,000 | -25.4% | 142,406 | -12.8% | 2.05% | -20.9% |
| Q4 2019 | $33,616,000 | +4.2% | 163,326 | -2.2% | 2.60% | +0.4% |
| Q3 2019 | $32,260,000 | +5.9% | 166,954 | +1.9% | 2.59% | -4.1% |
| Q2 2019 | $30,458,000 | -12.4% | 163,874 | -10.8% | 2.70% | +2.2% |
| Q1 2019 | $34,785,000 | -17.8% | 183,657 | -28.0% | 2.64% | -22.9% |
| Q4 2018 | $42,329,000 | -13.7% | 254,905 | +4.6% | 3.42% | -6.6% |
| Q3 2018 | $49,062,000 | +5.1% | 243,737 | +1.7% | 3.67% | +1.7% |
| Q2 2018 | $46,699,000 | +6.8% | 239,750 | +2.9% | 3.61% | +3.1% |
| Q1 2018 | $43,709,000 | +2.5% | 233,029 | +3.7% | 3.50% | +6.0% |
| Q4 2017 | $42,658,000 | +8.5% | 224,776 | +2.3% | 3.30% | -26.2% |
| Q3 2017 | $39,324,000 | -2.6% | 219,809 | -5.3% | 4.47% | +9.7% |
| Q2 2017 | $40,369,000 | -1.8% | 232,071 | -3.3% | 4.07% | -4.5% |
| Q1 2017 | $41,090,000 | +155.5% | 239,985 | +146.7% | 4.27% | +95.5% |
| Q4 2016 | $16,082,000 | -54.9% | 97,268 | -57.8% | 2.18% | -45.4% |
| Q3 2016 | $35,637,000 | +41.3% | 230,347 | +36.5% | 3.99% | +27.8% |
| Q2 2016 | $25,218,000 | +1970.4% | 168,809 | +1898.0% | 3.12% | +1446.5% |
| Q1 2016 | $1,218,000 | +7.9% | 8,449 | +4.2% | 0.20% | -33.8% |
| Q4 2015 | $1,129,000 | +38.0% | 8,107 | +35.5% | 0.30% | +43.2% |
| Q3 2015 | $818,000 | -8.6% | 5,985 | +0.3% | 0.21% | -5.3% |
| Q2 2015 | $895,000 | -3.7% | 5,966 | -2.4% | 0.22% | 0.0% |
| Q1 2015 | $929,000 | +8.7% | 6,111 | +3.5% | 0.22% | +9.8% |
| Q4 2014 | $855,000 | +4.1% | 5,906 | -1.6% | 0.20% | -8.1% |
| Q3 2014 | $821,000 | -10.6% | 6,002 | -6.5% | 0.22% | -7.5% |
| Q2 2014 | $918,000 | +3.5% | 6,417 | -0.5% | 0.24% | -1.2% |
| Q1 2014 | $887,000 | +4.2% | 6,452 | +1.4% | 0.24% | -0.4% |
| Q4 2013 | $851,000 | +10.5% | 6,361 | +2.5% | 0.24% | +7.5% |
| Q3 2013 | $770,000 | – | 6,205 | – | 0.23% | – |
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% |