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 | $13,113,396 | -1.3% | 52,590 | +3.5% | 3.52% | +0.8% |
| Q2 2023 | $13,291,766 | +6.4% | 50,833 | +1.8% | 3.50% | +0.3% |
| Q1 2023 | $12,491,341 | +7.8% | 49,933 | +4.3% | 3.48% | -3.5% |
| Q4 2022 | $11,585,045 | +10.9% | 47,894 | +0.5% | 3.61% | +4.2% |
| Q3 2022 | $10,449,000 | -1.2% | 47,658 | +1.9% | 3.46% | +2.0% |
| Q2 2022 | $10,575,000 | -13.5% | 46,747 | +2.6% | 3.40% | -1.6% |
| Q1 2022 | $12,232,000 | -3.4% | 45,583 | +1.9% | 3.45% | -0.5% |
| Q4 2021 | $12,666,000 | +11.5% | 44,744 | +3.6% | 3.47% | +4.3% |
| Q3 2021 | $11,361,000 | +2.9% | 43,188 | +5.1% | 3.33% | +0.4% |
| Q2 2021 | $11,040,000 | +9.6% | 41,083 | +6.2% | 3.31% | +0.9% |
| Q1 2021 | $10,071,000 | +50.2% | 38,693 | +32.6% | 3.28% | +30.9% |
| Q4 2020 | $6,707,000 | +88.3% | 29,183 | +51.9% | 2.51% | +40.3% |
| Q3 2020 | $3,561,000 | +43.4% | 19,215 | +37.6% | 1.79% | +33.3% |
| Q2 2020 | $2,484,000 | +26.7% | 13,967 | +2.4% | 1.34% | -0.1% |
| Q1 2020 | $1,961,000 | -83.2% | 13,633 | -76.0% | 1.34% | -74.9% |
| Q4 2019 | $11,683,000 | +5.0% | 56,762 | -1.4% | 5.35% | +0.3% |
| Q3 2019 | $11,123,000 | -0.8% | 57,562 | -0.3% | 5.34% | -3.1% |
| Q2 2019 | $11,215,000 | +4.4% | 57,733 | +1.8% | 5.50% | -0.9% |
| Q1 2019 | $10,743,000 | +16.8% | 56,722 | +2.4% | 5.55% | +7.6% |
| Q4 2018 | $9,195,000 | -15.9% | 55,370 | +2.0% | 5.16% | -11.1% |
| Q3 2018 | $10,931,000 | +5.3% | 54,304 | +1.9% | 5.80% | -3.4% |
| Q2 2018 | $10,376,000 | +5.5% | 53,268 | +1.6% | 6.01% | -43.7% |
| Q1 2018 | $9,835,000 | +3.3% | 52,435 | +4.5% | 10.67% | +86.0% |
| Q4 2017 | $9,523,000 | +6.1% | 50,177 | -0.0% | 5.74% | +3.5% |
| Q3 2017 | $8,979,000 | +4.0% | 50,191 | +1.1% | 5.54% | -0.1% |
| Q2 2017 | $8,635,000 | +0.9% | 49,641 | -0.7% | 5.55% | -2.2% |
| Q1 2017 | $8,560,000 | +3.2% | 49,992 | -0.3% | 5.67% | -2.5% |
| Q4 2016 | $8,294,000 | +8.4% | 50,161 | +1.5% | 5.82% | +6.1% |
| Q3 2016 | $7,649,000 | +1.6% | 49,438 | -1.8% | 5.48% | -2.5% |
| Q2 2016 | $7,525,000 | +2.1% | 50,369 | -1.4% | 5.62% | -1.5% |
| Q1 2016 | $7,370,000 | -8.8% | 51,110 | -13.6% | 5.70% | +43.5% |
| Q3 2015 | $8,082,000 | -6.3% | 59,159 | +2.9% | 3.97% | -2.8% |
| Q2 2015 | $8,623,000 | -0.5% | 57,493 | +0.8% | 4.09% | -2.0% |
| Q1 2015 | $8,668,000 | +10.3% | 57,036 | +5.7% | 4.17% | -3.6% |
| Q4 2014 | $7,856,000 | – | 53,971 | – | 4.33% | – |
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% |