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 | $8,567,168 | +105.0% | 34,358 | +114.9% | 0.55% | +6.6% |
| Q2 2023 | $4,180,020 | -44.0% | 15,986 | -47.3% | 0.51% | +6.2% |
| Q1 2023 | $7,467,845 | +121.6% | 30,317 | +117.6% | 0.48% | +7.6% |
| Q4 2022 | $3,369,503 | +35.6% | 13,930 | +40.7% | 0.45% | +39.4% |
| Q3 2022 | $2,484,000 | +20.5% | 9,897 | +23.5% | 0.32% | +24.8% |
| Q2 2022 | $2,062,000 | +43.2% | 8,016 | +30.4% | 0.26% | +35.8% |
| Q1 2022 | $1,440,000 | -15.3% | 6,149 | +2.3% | 0.19% | +0.5% |
| Q4 2021 | $1,701,000 | +9.9% | 6,009 | +8.0% | 0.19% | +7.4% |
| Q3 2021 | $1,548,000 | +3.4% | 5,562 | -0.6% | 0.18% | +1.7% |
| Q2 2021 | $1,497,000 | +7.2% | 5,596 | +9.0% | 0.17% | +1.8% |
| Q1 2021 | $1,396,000 | +11.0% | 5,135 | +3.3% | 0.17% | +2.4% |
| Q4 2020 | $1,258,000 | +56.9% | 4,972 | +15.0% | 0.17% | +37.2% |
| Q3 2020 | $802,000 | +24.0% | 4,325 | +18.9% | 0.12% | +12.0% |
| Q2 2020 | $647,000 | +30.4% | 3,638 | +5.5% | 0.11% | +11.3% |
| Q1 2020 | $496,000 | -29.6% | 3,447 | +0.6% | 0.10% | -13.4% |
| Q4 2019 | $705,000 | +38.0% | 3,427 | +29.7% | 0.11% | +25.8% |
| Q3 2019 | $511,000 | -11.3% | 2,642 | -11.0% | 0.09% | -13.6% |
| Q2 2019 | $576,000 | +3.0% | 2,967 | +0.5% | 0.10% | -1.0% |
| Q1 2019 | $559,000 | +16.2% | 2,951 | +1.8% | 0.10% | +5.1% |
| Q4 2018 | $481,000 | +39.0% | 2,899 | +68.6% | 0.10% | +45.6% |
| Q3 2018 | $346,000 | +10.5% | 1,719 | +7.1% | 0.07% | +3.0% |
| Q2 2018 | $313,000 | +3.3% | 1,605 | -0.6% | 0.07% | 0.0% |
| Q1 2018 | $303,000 | -1.0% | 1,615 | 0.0% | 0.07% | +1.5% |
| Q4 2017 | $306,000 | +5.9% | 1,615 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $289,000 | -2.4% | 1,615 | -5.2% | 0.06% | -4.4% |
| Q2 2017 | $296,000 | +1.4% | 1,704 | 0.0% | 0.07% | -1.4% |
| Q1 2017 | $292,000 | +3.5% | 1,704 | 0.0% | 0.07% | -5.5% |
| Q4 2016 | $282,000 | +2.9% | 1,704 | -3.7% | 0.07% | -1.4% |
| Q3 2016 | $274,000 | +3.8% | 1,769 | 0.0% | 0.07% | +1.4% |
| Q2 2016 | $264,000 | +3.5% | 1,769 | 0.0% | 0.07% | -1.4% |
| Q1 2016 | $255,000 | +2.0% | 1,769 | -1.4% | 0.07% | -1.3% |
| Q4 2015 | $250,000 | +2.0% | 1,794 | 0.0% | 0.08% | -7.4% |
| Q3 2015 | $245,000 | -14.0% | 1,794 | -5.7% | 0.08% | -10.0% |
| Q2 2015 | $285,000 | – | 1,903 | – | 0.09% | – |
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% |