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 | $51,425 | -4.0% | 206,238 | +0.7% | 2.86% | -3.8% |
| Q2 2023 | $53,540 | +7.0% | 204,760 | +2.4% | 2.98% | +4.0% |
| Q1 2023 | $50,015 | +6.8% | 199,932 | +3.3% | 2.86% | +0.1% |
| Q4 2022 | $46,835 | -99.9% | 193,621 | +3.6% | 2.86% | +1.2% |
| Q3 2022 | $40,997,000 | -2.5% | 186,980 | +0.6% | 2.82% | -3.4% |
| Q2 2022 | $42,041,000 | -12.3% | 185,834 | +4.0% | 2.92% | -3.7% |
| Q1 2022 | $47,938,000 | -5.3% | 178,650 | -0.1% | 3.04% | -1.2% |
| Q4 2021 | $50,643,000 | +6.9% | 178,900 | -0.6% | 3.07% | -1.1% |
| Q3 2021 | $47,355,000 | +1.5% | 180,009 | +3.6% | 3.11% | -0.9% |
| Q2 2021 | $46,674,000 | -0.6% | 173,684 | -3.7% | 3.13% | -3.4% |
| Q1 2021 | $46,962,000 | +25.9% | 180,431 | +11.2% | 3.24% | -0.9% |
| Q4 2020 | $37,308,000 | +19.4% | 162,328 | -3.7% | 3.28% | +10.3% |
| Q3 2020 | $31,244,000 | +8.3% | 168,603 | +3.9% | 2.97% | -2.1% |
| Q2 2020 | $28,856,000 | +11.8% | 162,277 | -9.5% | 3.03% | -4.2% |
| Q1 2020 | $25,801,000 | -34.3% | 179,344 | -6.0% | 3.17% | -18.4% |
| Q4 2019 | $39,250,000 | +8.3% | 190,701 | +1.7% | 3.88% | +1.3% |
| Q3 2019 | $36,229,000 | +2.0% | 187,492 | +2.5% | 3.83% | -1.1% |
| Q2 2019 | $35,529,000 | +1.1% | 182,893 | -1.4% | 3.87% | -4.7% |
| Q1 2019 | $35,134,000 | +18.6% | 185,503 | +4.0% | 4.06% | +4.3% |
| Q4 2018 | $29,622,000 | -99.9% | 178,383 | -51.2% | 3.89% | -7.2% |
| Q3 2018 | $36,820,416,000 | +102727.3% | 365,478 | +98.8% | 4.19% | -1.6% |
| Q2 2018 | $35,808,000 | +6.9% | 183,839 | +2.9% | 4.26% | +2.9% |
| Q1 2018 | $33,495,000 | +0.8% | 178,575 | +2.0% | 4.14% | -0.6% |
| Q4 2017 | $33,229,000 | +9.4% | 175,093 | +3.2% | 4.16% | +2.3% |
| Q3 2017 | $30,367,000 | -99.9% | 169,740 | +5.6% | 4.07% | +2.0% |
| Q2 2017 | $27,966,204,000 | +6.7% | 160,771 | +5.0% | 3.99% | -3.5% |
| Q1 2017 | $26,206,316,000 | +2160354.7% | 153,055 | +1985.8% | 4.13% | +1849.5% |
| Q4 2016 | $1,213,000 | -99.9% | 7,338 | +36.3% | 0.21% | +35.9% |
| Q3 2016 | $833,125,000 | +24.8% | 5,385 | +20.5% | 0.16% | +16.4% |
| Q2 2016 | $667,784,000 | -19.4% | 4,470 | -22.2% | 0.13% | -19.3% |
| Q1 2016 | $828,696,000 | -6.2% | 5,747 | -9.4% | 0.17% | -7.8% |
| Q4 2015 | $883,687,000 | +14.4% | 6,342 | +12.2% | 0.18% | +21.6% |
| Q3 2015 | $772,374,000 | -6.8% | 5,653 | +2.4% | 0.15% | -12.4% |
| Q2 2015 | $828,487,000 | -4.9% | 5,523 | -3.6% | 0.17% | -6.6% |
| Q1 2015 | $870,882,000 | +8.0% | 5,730 | +2.9% | 0.18% | +2.3% |
| Q4 2014 | $806,355,000 | +8.9% | 5,568 | +2.9% | 0.18% | +1.7% |
| Q3 2014 | $740,276,000 | +21.7% | 5,413 | +27.4% | 0.17% | +17.6% |
| Q2 2014 | $608,178,000 | +8.3% | 4,250 | +4.1% | 0.15% | +0.7% |
| Q1 2014 | $561,371,000 | +13.5% | 4,083 | +10.4% | 0.15% | +8.9% |
| Q4 2013 | $494,780,000 | +9.7% | 3,697 | +1.7% | 0.14% | 0.0% |
| Q3 2013 | $451,214,000 | +2.7% | 3,634 | -4.4% | 0.14% | -2.9% |
| Q2 2013 | $439,333,000 | +1.7% | 3,803 | +1.3% | 0.14% | -4.1% |
| Q1 2013 | $432,156,000 | +13.8% | 3,755 | +0.6% | 0.14% | -5.2% |
| Q4 2012 | $379,605,000 | – | 3,732 | – | 0.15% | – |
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% |