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 | $102,234 | -4.6% | 410 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $107,207 | +4.5% | 410 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $102,566 | +43919.7% | 410 | -57.5% | 0.02% | -57.9% |
| Q4 2022 | $233 | -99.9% | 965 | -5.6% | 0.04% | -22.4% |
| Q3 2022 | $224,000 | -3.0% | 1,022 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $231,000 | -15.7% | 1,022 | 0.0% | 0.05% | -5.7% |
| Q1 2022 | $274,000 | -5.2% | 1,022 | 0.0% | 0.05% | -20.9% |
| Q4 2021 | $289,000 | +7.4% | 1,022 | 0.0% | 0.07% | -2.9% |
| Q3 2021 | $269,000 | -2.2% | 1,022 | 0.0% | 0.07% | -64.2% |
| Q2 2021 | $275,000 | +3.4% | 1,022 | 0.0% | 0.19% | +0.5% |
| Q1 2021 | $266,000 | +13.2% | 1,022 | 0.0% | 0.19% | +3.2% |
| Q4 2020 | $235,000 | +14.1% | 1,022 | -7.8% | 0.19% | +7.5% |
| Q3 2020 | $206,000 | +4.6% | 1,109 | 0.0% | 0.17% | -7.5% |
| Q2 2020 | $197,000 | +41.7% | 1,109 | +14.9% | 0.19% | +22.2% |
| Q1 2020 | $139,000 | -33.5% | 965 | -4.9% | 0.15% | -16.8% |
| Q4 2019 | $209,000 | +6.6% | 1,015 | 0.0% | 0.18% | -0.5% |
| Q3 2019 | $196,000 | -20.0% | 1,015 | -19.4% | 0.18% | -18.1% |
| Q2 2019 | $245,000 | -7.2% | 1,259 | -9.6% | 0.23% | +46.8% |
| Q1 2019 | $264,000 | +14.3% | 1,393 | 0.0% | 0.15% | +19.4% |
| Q4 2018 | $231,000 | -24.5% | 1,393 | -8.5% | 0.13% | -6.5% |
| Q3 2018 | $306,000 | -26.3% | 1,522 | -28.5% | 0.14% | -27.4% |
| Q2 2018 | $415,000 | +4.3% | 2,129 | +0.2% | 0.19% | +29.3% |
| Q1 2018 | $398,000 | -1.2% | 2,124 | +0.1% | 0.15% | -11.4% |
| Q4 2017 | $403,000 | +6.3% | 2,122 | +0.0% | 0.17% | -20.6% |
| Q3 2017 | $379,000 | -62.8% | 2,121 | -63.8% | 0.21% | -55.6% |
| Q2 2017 | $1,019,000 | -11.2% | 5,860 | -12.6% | 0.47% | -9.8% |
| Q1 2017 | $1,148,000 | +18.1% | 6,707 | +14.1% | 0.52% | +5.7% |
| Q4 2016 | $972,000 | +19.1% | 5,878 | +11.4% | 0.49% | +38.0% |
| Q3 2016 | $816,000 | -93.0% | 5,275 | -93.2% | 0.36% | -91.9% |
| Q2 2016 | $11,598,000 | +263.6% | 77,639 | +250.9% | 4.43% | +203.7% |
| Q1 2016 | $3,190,000 | -99.7% | 22,124 | +186.1% | 1.46% | +192.4% |
| Q4 2015 | $1,077,501,000 | +307757.4% | 7,734 | +201.6% | 0.50% | +150.8% |
| Q3 2015 | $350,000 | +43.4% | 2,564 | +57.9% | 0.20% | +30.9% |
| Q2 2015 | $244,000 | -85.2% | 1,624 | -85.1% | 0.15% | -85.5% |
| Q1 2015 | $1,653,000 | – | 10,874 | – | 1.04% | – |
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% |