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 | $872,505 | -82.9% | 3,499 | -82.1% | 0.09% | -79.0% |
| Q2 2023 | $5,106,993 | +483.8% | 19,531 | +458.7% | 0.42% | +371.9% |
| Q1 2023 | $874,790 | -81.9% | 3,496 | -82.5% | 0.09% | -79.2% |
| Q4 2022 | $4,820,979 | +16.6% | 19,930 | +5.7% | 0.43% | +8.4% |
| Q3 2022 | $4,133,000 | -2.8% | 18,849 | +0.5% | 0.39% | +0.3% |
| Q2 2022 | $4,254,000 | -8.9% | 18,764 | +7.8% | 0.39% | +9.5% |
| Q1 2022 | $4,672,000 | -5.1% | 17,409 | +0.1% | 0.36% | -7.7% |
| Q4 2021 | $4,923,000 | +11.0% | 17,388 | +3.2% | 0.39% | -3.2% |
| Q3 2021 | $4,435,000 | -36.7% | 16,857 | -35.4% | 0.40% | -38.2% |
| Q2 2021 | $7,011,000 | -0.2% | 26,089 | -3.3% | 0.65% | -7.0% |
| Q1 2021 | $7,023,000 | +18.9% | 26,981 | +5.0% | 0.70% | +3.7% |
| Q4 2020 | $5,908,000 | +24.9% | 25,706 | +0.7% | 0.67% | -13.7% |
| Q3 2020 | $4,732,000 | -1.0% | 25,534 | -5.0% | 0.78% | +16.7% |
| Q2 2020 | $4,780,000 | +21.5% | 26,883 | -1.7% | 0.67% | +531.1% |
| Q1 2020 | $3,935,000 | -20.2% | 27,356 | +14.2% | 0.11% | -87.6% |
| Q4 2019 | $4,929,000 | +5.8% | 23,948 | -0.7% | 0.85% | -2.3% |
| Q3 2019 | $4,659,000 | -8.9% | 24,110 | -8.4% | 0.87% | -14.3% |
| Q2 2019 | $5,116,000 | +4.0% | 26,334 | +1.4% | 1.02% | -4.1% |
| Q1 2019 | $4,921,000 | +16.1% | 25,981 | +1.8% | 1.06% | -2.6% |
| Q4 2018 | $4,238,000 | -18.0% | 25,520 | -0.6% | 1.09% | -6.3% |
| Q3 2018 | $5,169,000 | +9.2% | 25,679 | +5.7% | 1.16% | +3.7% |
| Q2 2018 | $4,733,000 | -6.0% | 24,299 | -9.5% | 1.12% | -11.9% |
| Q1 2018 | $5,034,000 | -10.6% | 26,835 | -9.6% | 1.27% | -10.9% |
| Q4 2017 | $5,633,000 | +2.8% | 29,683 | -3.0% | 1.43% | +0.2% |
| Q3 2017 | $5,477,000 | +6.3% | 30,614 | +3.3% | 1.42% | +58.8% |
| Q2 2017 | $5,153,000 | +58.4% | 29,622 | +55.9% | 0.90% | -9.7% |
| Q1 2017 | $3,253,000 | -10.4% | 19,001 | -13.5% | 0.99% | -17.5% |
| Q4 2016 | $3,631,000 | +8.9% | 21,963 | +1.9% | 1.20% | +375.9% |
| Q3 2016 | $3,333,000 | +4.9% | 21,546 | +1.3% | 0.25% | -79.7% |
| Q2 2016 | $3,178,000 | +1.8% | 21,276 | -1.7% | 1.25% | +0.9% |
| Q1 2016 | $3,122,000 | -0.6% | 21,649 | -4.0% | 1.24% | -3.4% |
| Q4 2015 | $3,140,000 | +0.5% | 22,541 | +7.3% | 1.28% | -2.0% |
| Q2 2015 | $3,124,000 | +1.5% | 21,000 | +3.7% | 1.31% | -0.7% |
| Q1 2015 | $3,078,000 | +5.4% | 20,254 | +0.5% | 1.32% | +3.2% |
| Q4 2014 | $2,919,000 | -2.3% | 20,159 | -7.7% | 1.28% | +19.8% |
| Q3 2014 | $2,987,000 | +2.2% | 21,843 | +6.9% | 1.06% | +17.1% |
| Q2 2014 | $2,923,000 | +1.9% | 20,432 | -2.1% | 0.91% | -7.9% |
| Q1 2014 | $2,868,000 | +567.0% | 20,863 | +549.7% | 0.99% | +332.9% |
| Q4 2013 | $430,000 | -27.1% | 3,211 | -32.4% | 0.23% | -20.6% |
| Q3 2013 | $590,000 | +4.8% | 4,752 | -2.4% | 0.29% | +0.7% |
| Q2 2013 | $563,000 | -2.1% | 4,871 | -2.5% | 0.28% | +0.7% |
| Q1 2013 | $575,000 | – | 4,995 | – | 0.28% | – |
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% |