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 | $9,228,469 | -6.6% | 37,010 | -2.1% | 2.40% | -2.2% |
| Q2 2023 | $9,882,141 | +3.2% | 37,793 | -1.3% | 2.46% | -1.2% |
| Q1 2023 | $9,580,174 | +4.1% | 38,296 | +0.7% | 2.48% | -0.3% |
| Q4 2022 | $9,200,041 | +5.6% | 38,034 | -4.3% | 2.49% | -1.6% |
| Q3 2022 | $8,710,000 | -3.1% | 39,725 | +0.0% | 2.53% | +0.6% |
| Q2 2022 | $8,987,000 | -18.1% | 39,724 | -2.9% | 2.52% | -1.6% |
| Q1 2022 | $10,974,000 | -6.5% | 40,895 | -1.4% | 2.56% | -2.6% |
| Q4 2021 | $11,740,000 | +6.6% | 41,471 | -0.9% | 2.63% | -4.0% |
| Q3 2021 | $11,010,000 | -3.1% | 41,851 | -1.0% | 2.74% | -5.7% |
| Q2 2021 | $11,366,000 | +0.2% | 42,294 | -3.0% | 2.90% | -6.4% |
| Q1 2021 | $11,343,000 | +7.1% | 43,580 | -5.5% | 3.10% | +2.7% |
| Q4 2020 | $10,594,000 | +22.7% | 46,094 | -1.1% | 3.02% | +10.0% |
| Q3 2020 | $8,634,000 | +4.0% | 46,593 | -0.2% | 2.75% | -3.2% |
| Q2 2020 | $8,298,000 | +19.7% | 46,663 | -3.2% | 2.84% | +5.8% |
| Q1 2020 | $6,935,000 | -29.7% | 48,205 | +0.6% | 2.68% | -16.2% |
| Q4 2019 | $9,865,000 | -1.5% | 47,932 | -7.5% | 3.20% | +2.8% |
| Q3 2019 | $10,013,000 | 0.0% | 51,820 | +0.5% | 3.11% | +8.8% |
| Q2 2019 | $10,013,000 | +4.9% | 51,543 | +2.3% | 2.86% | -1.8% |
| Q1 2019 | $9,544,000 | +27.7% | 50,393 | +12.0% | 2.91% | +13.0% |
| Q4 2018 | $7,471,000 | -16.9% | 44,989 | +0.7% | 2.58% | -9.3% |
| Q3 2018 | $8,990,000 | +0.1% | 44,661 | -3.1% | 2.84% | -5.5% |
| Q2 2018 | $8,979,000 | +5.0% | 46,096 | +1.1% | 3.00% | +60.1% |
| Q1 2018 | $8,549,000 | -4.5% | 45,579 | -3.4% | 1.88% | +7.6% |
| Q4 2017 | $8,952,000 | +6.2% | 47,169 | +0.1% | 1.74% | -1.9% |
| Q3 2017 | $8,433,000 | +3.4% | 47,136 | +0.5% | 1.78% | -0.6% |
| Q2 2017 | $8,159,000 | +1.9% | 46,902 | +0.3% | 1.79% | -6.9% |
| Q1 2017 | $8,003,000 | +8.9% | 46,739 | +5.2% | 1.92% | -0.8% |
| Q4 2016 | $7,346,000 | +7.4% | 44,429 | +0.5% | 1.94% | -2.8% |
| Q3 2016 | $6,840,000 | +5.7% | 44,215 | +2.1% | 1.99% | -9.8% |
| Q2 2016 | $6,472,000 | +18.5% | 43,324 | +14.4% | 2.21% | -18.2% |
| Q1 2016 | $5,462,000 | +9.4% | 37,880 | +5.7% | 2.70% | -3.9% |
| Q4 2015 | $4,994,000 | +4.3% | 35,843 | +2.3% | 2.81% | -2.3% |
| Q3 2015 | $4,787,000 | -2.0% | 35,036 | +7.5% | 2.88% | -1.7% |
| Q2 2015 | $4,887,000 | +6.0% | 32,583 | +7.4% | 2.93% | +4.7% |
| Q1 2015 | $4,611,000 | +6.9% | 30,336 | +1.8% | 2.80% | +10.6% |
| Q4 2014 | $4,314,000 | – | 29,797 | – | 2.53% | – |
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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% |