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 | $14,302,033 | -5.9% | 57,357 | -1.3% | 3.84% | -1.2% |
| Q2 2023 | $15,193,886 | +7.8% | 58,107 | +3.2% | 3.89% | +7.8% |
| Q1 2023 | $14,088,992 | +1.5% | 56,320 | -1.8% | 3.61% | -3.2% |
| Q4 2022 | $13,874,854 | +7.7% | 57,360 | -2.3% | 3.72% | +0.9% |
| Q3 2022 | $12,877,000 | -5.0% | 58,728 | -2.0% | 3.69% | -0.4% |
| Q2 2022 | $13,557,000 | -13.5% | 59,926 | +2.6% | 3.70% | -0.8% |
| Q1 2022 | $15,671,000 | -5.6% | 58,401 | -0.4% | 3.74% | -0.4% |
| Q4 2021 | $16,595,000 | +7.4% | 58,623 | -0.2% | 3.75% | -0.4% |
| Q3 2021 | $15,446,000 | +0.5% | 58,716 | +2.6% | 3.76% | +1.2% |
| Q2 2021 | $15,376,000 | -1.1% | 57,216 | -4.2% | 3.72% | -6.4% |
| Q1 2021 | $15,541,000 | +7.8% | 59,710 | -4.8% | 3.97% | +2.3% |
| Q4 2020 | $14,413,000 | +18.8% | 62,710 | -4.2% | 3.88% | +8.6% |
| Q3 2020 | $12,130,000 | +3.9% | 65,460 | -0.3% | 3.57% | -2.2% |
| Q2 2020 | $11,671,000 | +28.6% | 65,635 | +4.1% | 3.66% | +10.6% |
| Q1 2020 | $9,072,000 | -27.1% | 63,060 | +4.3% | 3.30% | -12.9% |
| Q4 2019 | $12,444,000 | +7.3% | 60,460 | +0.7% | 3.80% | -0.8% |
| Q3 2019 | $11,596,000 | -2.1% | 60,010 | -1.6% | 3.82% | -2.1% |
| Q2 2019 | $11,844,000 | +0.1% | 60,970 | -2.4% | 3.91% | -3.0% |
| Q1 2019 | $11,832,000 | +14.1% | 62,470 | 0.0% | 4.03% | +4.4% |
| Q4 2018 | $10,374,000 | -10.4% | 62,470 | +8.6% | 3.86% | -1.3% |
| Q3 2018 | $11,578,000 | +1.7% | 57,520 | -1.6% | 3.91% | -2.9% |
| Q2 2018 | $11,389,000 | +3.8% | 58,470 | 0.0% | 4.03% | +2.4% |
| Q1 2018 | $10,967,000 | -1.2% | 58,470 | 0.0% | 3.93% | -1.8% |
| Q4 2017 | $11,096,000 | +6.0% | 58,470 | -0.0% | 4.00% | -0.5% |
| Q3 2017 | $10,465,000 | +2.9% | 58,495 | 0.0% | 4.02% | -2.2% |
| Q2 2017 | $10,175,000 | +1.6% | 58,495 | 0.0% | 4.11% | -0.4% |
| Q1 2017 | $10,016,000 | -0.7% | 58,495 | -4.1% | 4.13% | -7.3% |
| Q4 2016 | $10,085,000 | +4.7% | 60,995 | -2.1% | 4.46% | +4.6% |
| Q3 2016 | $9,635,000 | +2.7% | 62,278 | -0.8% | 4.26% | -0.5% |
| Q2 2016 | $9,378,000 | +0.6% | 62,778 | -2.9% | 4.28% | -1.0% |
| Q1 2016 | $9,326,000 | +49.9% | 64,678 | +44.8% | 4.33% | +22.7% |
| Q4 2015 | $6,223,000 | +2.0% | 44,668 | 0.0% | 3.53% | -2.1% |
| Q3 2015 | $6,102,000 | -8.9% | 44,668 | 0.0% | 3.60% | -4.5% |
| Q2 2015 | $6,699,000 | +688.1% | 44,668 | +992.7% | 3.78% | +664.2% |
| Q1 2015 | $850,000 | -83.7% | 4,088 | -88.6% | 0.49% | -84.5% |
| Q4 2014 | $5,205,000 | – | 35,948 | – | 3.18% | – |
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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% |