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 | $1,366,104 | -7.6% | 5,479 | -3.1% | 0.15% | -21.9% |
| Q2 2023 | $1,479,010 | +6.0% | 5,656 | +1.4% | 0.19% | +23.8% |
| Q1 2023 | $1,395,437 | -2.1% | 5,578 | -5.3% | 0.15% | -6.2% |
| Q4 2022 | $1,425,350 | +13.5% | 5,893 | +2.9% | 0.16% | +15.8% |
| Q3 2022 | $1,256,000 | -3.7% | 5,727 | -0.7% | 0.14% | +1.5% |
| Q2 2022 | $1,304,000 | -1.1% | 5,766 | +17.3% | 0.14% | +10.5% |
| Q1 2022 | $1,319,000 | -9.0% | 4,916 | -4.0% | 0.12% | -6.8% |
| Q4 2021 | $1,450,000 | +1.3% | 5,121 | -5.9% | 0.13% | -0.7% |
| Q3 2021 | $1,432,000 | -13.4% | 5,442 | -11.6% | 0.13% | -13.5% |
| Q2 2021 | $1,654,000 | +9.6% | 6,154 | +6.1% | 0.16% | -1.3% |
| Q1 2021 | $1,509,000 | +14.8% | 5,798 | +1.4% | 0.16% | +4.7% |
| Q4 2020 | $1,315,000 | -24.6% | 5,720 | -39.2% | 0.15% | -37.0% |
| Q3 2020 | $1,744,000 | +0.3% | 9,411 | -3.7% | 0.24% | -7.0% |
| Q2 2020 | $1,738,000 | +14.3% | 9,774 | -7.5% | 0.26% | -3.8% |
| Q1 2020 | $1,520,000 | -30.1% | 10,566 | +0.1% | 0.27% | -27.3% |
| Q4 2019 | $2,173,000 | +11.8% | 10,558 | +4.9% | 0.37% | +4.0% |
| Q3 2019 | $1,944,000 | +4.2% | 10,062 | +4.8% | 0.35% | +1.4% |
| Q2 2019 | $1,865,000 | +0.1% | 9,598 | -2.4% | 0.35% | -4.7% |
| Q1 2019 | $1,864,000 | +18.7% | 9,839 | +4.1% | 0.36% | +1.4% |
| Q4 2018 | $1,570,000 | -15.4% | 9,452 | +2.5% | 0.36% | -14.9% |
| Q3 2018 | $1,855,000 | +5.3% | 9,217 | +1.9% | 0.42% | -10.8% |
| Q2 2018 | $1,761,000 | +6.7% | 9,043 | +2.8% | 0.47% | -0.6% |
| Q1 2018 | $1,650,000 | -0.4% | 8,797 | +0.8% | 0.48% | +9.4% |
| Q4 2017 | $1,656,000 | +6.4% | 8,726 | +0.2% | 0.44% | +0.2% |
| Q3 2017 | $1,557,000 | +1.7% | 8,706 | -1.1% | 0.43% | -4.8% |
| Q2 2017 | $1,531,000 | -0.8% | 8,802 | -2.3% | 0.46% | -4.4% |
| Q1 2017 | $1,543,000 | +47.7% | 9,012 | +42.6% | 0.48% | +53.9% |
| Q4 2016 | $1,045,000 | +13.8% | 6,320 | +6.5% | 0.31% | +3.0% |
| Q3 2016 | $918,000 | +58.5% | 5,933 | +53.0% | 0.30% | +40.7% |
| Q2 2016 | $579,000 | +36.2% | 3,878 | +31.5% | 0.21% | -1.8% |
| Q1 2016 | $425,000 | -26.0% | 2,948 | -28.5% | 0.22% | -24.0% |
| Q4 2015 | $574,000 | +177.3% | 4,122 | +198.5% | 0.29% | +176.0% |
| Q2 2015 | $207,000 | – | 1,381 | – | 0.10% | – |
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% |