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 | $2,147,409 | -4.6% | 8,612 | +0.1% | 0.35% | -4.4% |
| Q2 2023 | $2,250,253 | +4.5% | 8,606 | 0.0% | 0.36% | -2.9% |
| Q1 2023 | $2,152,835 | +3.3% | 8,606 | -0.1% | 0.37% | -2.6% |
| Q4 2022 | $2,083,154 | +9.3% | 8,612 | -0.9% | 0.38% | -5.2% |
| Q3 2022 | $1,906,000 | -4.2% | 8,692 | -1.2% | 0.40% | -1.2% |
| Q2 2022 | $1,990,000 | -18.0% | 8,796 | -2.8% | 0.41% | -7.2% |
| Q1 2022 | $2,427,000 | -5.2% | 9,046 | +0.1% | 0.44% | -6.0% |
| Q4 2021 | $2,559,000 | +51.9% | 9,038 | +41.1% | 0.47% | +32.4% |
| Q3 2021 | $1,685,000 | -2.4% | 6,406 | -0.3% | 0.36% | -1.7% |
| Q2 2021 | $1,726,000 | +104.7% | 6,424 | +98.3% | 0.36% | +100.6% |
| Q1 2021 | $843,000 | -43.3% | 3,239 | -50.0% | 0.18% | +4.7% |
| Q4 2020 | $1,488,000 | +148.0% | 6,474 | +100.1% | 0.17% | +4.2% |
| Q3 2020 | $600,000 | +19.0% | 3,235 | +14.1% | 0.16% | +5.1% |
| Q2 2020 | $504,000 | +18.9% | 2,834 | -3.9% | 0.16% | -4.3% |
| Q1 2020 | $424,000 | -30.1% | 2,949 | 0.0% | 0.16% | -28.7% |
| Q4 2019 | $607,000 | +6.5% | 2,949 | 0.0% | 0.23% | 0.0% |
| Q3 2019 | $570,000 | -4.8% | 2,949 | -4.4% | 0.23% | -5.0% |
| Q2 2019 | $599,000 | +2.6% | 3,084 | 0.0% | 0.24% | -4.7% |
| Q1 2019 | $584,000 | +14.1% | 3,084 | 0.0% | 0.25% | -7.6% |
| Q4 2018 | $512,000 | -17.6% | 3,084 | 0.0% | 0.28% | -3.5% |
| Q3 2018 | $621,000 | -6.5% | 3,084 | -9.5% | 0.28% | -13.6% |
| Q2 2018 | $664,000 | +3.9% | 3,409 | 0.0% | 0.33% | -16.5% |
| Q1 2018 | $639,000 | -9.5% | 3,409 | -8.4% | 0.40% | -7.9% |
| Q4 2017 | $706,000 | +11.4% | 3,720 | +5.0% | 0.43% | +4.1% |
| Q3 2017 | $634,000 | -4.4% | 3,544 | -7.0% | 0.41% | -5.7% |
| Q2 2017 | $663,000 | +71.8% | 3,809 | +69.0% | 0.44% | +63.7% |
| Q1 2017 | $386,000 | +3.5% | 2,254 | 0.0% | 0.27% | +1.1% |
| Q4 2016 | $373,000 | +6.9% | 2,254 | 0.0% | 0.26% | -9.3% |
| Q3 2016 | $349,000 | +3.6% | 2,254 | 0.0% | 0.29% | +0.7% |
| Q2 2016 | $337,000 | +3.7% | 2,254 | 0.0% | 0.29% | -2.4% |
| Q1 2016 | $325,000 | +3.5% | 2,254 | 0.0% | 0.30% | +4.2% |
| Q4 2015 | $314,000 | +1.9% | 2,254 | 0.0% | 0.28% | +2.5% |
| Q3 2015 | $308,000 | -8.9% | 2,254 | 0.0% | 0.28% | +1.5% |
| Q2 2015 | $338,000 | -1.5% | 2,254 | 0.0% | 0.27% | -0.7% |
| Q1 2015 | $343,000 | +5.2% | 2,254 | 0.0% | 0.28% | +16.5% |
| Q4 2014 | $326,000 | – | 2,254 | – | 0.24% | – |
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% |