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 | $292,346,169 | -11.3% | 1,172,433 | -7.0% | 8.15% | -7.4% |
| Q2 2023 | $329,734,909 | -8.9% | 1,261,033 | -12.8% | 8.80% | -7.2% |
| Q1 2023 | $361,964,759 | -42.1% | 1,446,933 | -44.1% | 9.48% | -43.0% |
| Q4 2022 | $625,680,656 | +15.8% | 2,586,633 | +5.0% | 16.64% | +21.1% |
| Q3 2022 | $540,395,000 | -2.3% | 2,464,633 | +0.8% | 13.74% | +7.2% |
| Q2 2022 | $553,343,000 | +45.8% | 2,445,933 | +72.9% | 12.82% | +48.6% |
| Q1 2022 | $379,549,000 | -18.3% | 1,414,433 | -13.8% | 8.63% | -5.2% |
| Q4 2021 | $464,515,000 | +7.2% | 1,640,933 | -0.4% | 9.11% | +2.8% |
| Q3 2021 | $433,390,000 | -11.5% | 1,647,433 | -9.6% | 8.86% | +2.5% |
| Q2 2021 | $489,581,000 | +5.4% | 1,821,833 | +2.1% | 8.64% | +5.5% |
| Q1 2021 | $464,452,000 | +6.4% | 1,784,433 | -6.1% | 8.19% | +41.0% |
| Q4 2020 | $436,669,000 | +21.8% | 1,899,963 | -5.7% | 5.81% | +16.8% |
| Q3 2020 | $358,391,000 | 0.0% | 2,015,470 | 0.0% | 4.98% | +0.1% |
| Q2 2020 | $358,391,000 | +10.5% | 2,015,470 | -10.6% | 4.97% | +1.0% |
| Q1 2020 | $324,443,000 | +206.6% | 2,255,270 | +338.7% | 4.93% | +158.9% |
| Q4 2019 | $105,806,000 | -29.3% | 514,070 | -33.6% | 1.90% | -41.9% |
| Q3 2019 | $149,632,000 | +20.1% | 774,370 | +20.7% | 3.28% | +12.2% |
| Q2 2019 | $124,593,000 | +122.9% | 641,370 | +117.4% | 2.92% | +187.8% |
| Q1 2019 | $55,886,000 | -0.4% | 295,070 | -12.7% | 1.02% | +8.2% |
| Q4 2018 | $56,123,000 | +69.5% | 337,970 | +105.5% | 0.94% | +86.1% |
| Q3 2018 | $33,106,000 | +41.0% | 164,470 | +36.4% | 0.50% | +44.0% |
| Q2 2018 | $23,485,000 | -12.8% | 120,570 | -16.0% | 0.35% | -21.7% |
| Q1 2018 | $26,929,000 | -16.5% | 143,570 | -15.5% | 0.45% | -16.0% |
| Q4 2017 | $32,238,000 | -11.0% | 169,870 | -16.1% | 0.53% | -10.6% |
| Q3 2017 | $36,222,000 | -6.8% | 202,470 | -9.4% | 0.60% | -9.3% |
| Q2 2017 | $38,873,000 | +38.0% | 223,470 | +35.8% | 0.66% | +31.5% |
| Q1 2017 | $28,178,000 | +171.9% | 164,570 | +162.6% | 0.50% | +144.6% |
| Q4 2016 | $10,362,000 | -61.1% | 62,670 | -63.6% | 0.20% | -63.6% |
| Q3 2016 | $26,652,000 | +21.1% | 172,270 | +16.9% | 0.56% | +19.6% |
| Q2 2016 | $22,007,000 | +27.5% | 147,310 | +23.0% | 0.47% | +26.1% |
| Q1 2016 | $17,262,000 | +1551.9% | 119,716 | +1496.2% | 0.37% | +1590.9% |
| Q4 2015 | $1,045,000 | – | 7,500 | – | 0.02% | – |
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% |