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 | $23,410,441 | -4.8% | 93,885 | -0.2% | 10.16% | -1.2% |
| Q2 2023 | $24,593,147 | +8.1% | 94,053 | +3.5% | 10.28% | +3.5% |
| Q1 2023 | $22,742,001 | +2.5% | 90,908 | -0.9% | 9.93% | -0.1% |
| Q4 2022 | $22,195,264 | +3.6% | 91,757 | -6.1% | 9.94% | -11.5% |
| Q3 2022 | $21,430,000 | -1.0% | 97,744 | +2.2% | 11.23% | -2.2% |
| Q2 2022 | $21,640,000 | -3.3% | 95,658 | +14.6% | 11.49% | +3.4% |
| Q1 2022 | $22,390,000 | -6.8% | 83,444 | -1.7% | 11.11% | +0.9% |
| Q4 2021 | $24,026,000 | +17.9% | 84,876 | +9.6% | 11.02% | +8.5% |
| Q3 2021 | $20,374,000 | -0.3% | 77,449 | +1.9% | 10.15% | -0.4% |
| Q2 2021 | $20,431,000 | +4.5% | 76,028 | +1.2% | 10.19% | -0.7% |
| Q1 2021 | $19,560,000 | +13.3% | 75,152 | +0.0% | 10.27% | +6.2% |
| Q4 2020 | $17,265,000 | +25.2% | 75,123 | +0.9% | 9.67% | +7.0% |
| Q3 2020 | $13,794,000 | +4.7% | 74,439 | +0.4% | 9.04% | -1.6% |
| Q2 2020 | $13,179,000 | +61.4% | 74,118 | +30.6% | 9.19% | +33.7% |
| Q1 2020 | $8,165,000 | +16.1% | 56,758 | +66.1% | 6.87% | +47.0% |
| Q4 2019 | $7,031,000 | +6.7% | 34,162 | +0.2% | 4.67% | -1.2% |
| Q3 2019 | $6,589,000 | +1.5% | 34,103 | +2.0% | 4.73% | -0.1% |
| Q2 2019 | $6,493,000 | -0.4% | 33,426 | -2.9% | 4.74% | -1.6% |
| Q1 2019 | $6,521,000 | +17.2% | 34,430 | +2.7% | 4.82% | +3.2% |
| Q4 2018 | $5,564,000 | -20.4% | 33,511 | -3.5% | 4.66% | -8.0% |
| Q3 2018 | $6,991,000 | +3.3% | 34,732 | -0.1% | 5.07% | +0.6% |
| Q2 2018 | $6,769,000 | +1.2% | 34,753 | -2.5% | 5.04% | -0.8% |
| Q1 2018 | $6,688,000 | -1.2% | 35,659 | -0.0% | 5.08% | +4.0% |
| Q4 2017 | $6,768,000 | +9.5% | 35,663 | +3.2% | 4.89% | +4.4% |
| Q3 2017 | $6,180,000 | +2.3% | 34,545 | -0.5% | 4.68% | -1.4% |
| Q2 2017 | $6,041,000 | +6.2% | 34,732 | +4.5% | 4.75% | -0.6% |
| Q1 2017 | $5,691,000 | +1.8% | 33,241 | -1.7% | 4.78% | +3.3% |
| Q4 2016 | $5,589,000 | +7.4% | 33,807 | +0.5% | 4.62% | +4.7% |
| Q3 2016 | $5,202,000 | +3.1% | 33,625 | -0.4% | 4.42% | -1.5% |
| Q2 2016 | $5,045,000 | +3.8% | 33,770 | +0.2% | 4.48% | -2.0% |
| Q1 2016 | $4,861,000 | +4.3% | 33,714 | +0.8% | 4.57% | -1.8% |
| Q4 2015 | $4,660,000 | +2.8% | 33,454 | +0.8% | 4.66% | -2.7% |
| Q3 2015 | $4,535,000 | -10.8% | 33,198 | -2.1% | 4.78% | +0.2% |
| Q2 2015 | $5,084,000 | +2.5% | 33,904 | +3.9% | 4.77% | +1.3% |
| Q1 2015 | $4,960,000 | -0.6% | 32,638 | -5.3% | 4.71% | +1.9% |
| Q4 2014 | $4,990,000 | +4.9% | 34,465 | -0.9% | 4.62% | +4.9% |
| Q3 2014 | $4,756,000 | -6.5% | 34,784 | -2.1% | 4.41% | -2.3% |
| Q2 2014 | $5,084,000 | +4.4% | 35,534 | +0.3% | 4.51% | -1.4% |
| Q1 2014 | $4,871,000 | +6.9% | 35,430 | +4.0% | 4.58% | +9.1% |
| Q4 2013 | $4,557,000 | – | 34,056 | – | 4.19% | – |
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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% |