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 | $32,966,813 | -2.0% | 132,211 | +2.7% | 6.72% | -1.1% |
| Q2 2023 | $33,646,462 | +7.9% | 128,677 | +3.2% | 6.80% | +3.1% |
| Q1 2023 | $31,193,451 | +100491.6% | 124,694 | -2.7% | 6.59% | -3.6% |
| Q4 2022 | $31,010 | -99.9% | 128,197 | -10.1% | 6.84% | -11.7% |
| Q3 2022 | $31,268,000 | -4.3% | 142,607 | -1.3% | 7.75% | -1.0% |
| Q2 2022 | $32,686,000 | -15.2% | 144,480 | +0.6% | 7.83% | +3.2% |
| Q1 2022 | $38,547,000 | -2.5% | 143,649 | +2.9% | 7.58% | +0.4% |
| Q4 2021 | $39,535,000 | +13.5% | 139,660 | +5.5% | 7.55% | +3.0% |
| Q3 2021 | $34,829,000 | +0.4% | 132,393 | +2.6% | 7.33% | -2.4% |
| Q2 2021 | $34,676,000 | +5.7% | 129,037 | +2.4% | 7.51% | -2.7% |
| Q1 2021 | $32,811,000 | +16.3% | 126,060 | +2.7% | 7.72% | +5.3% |
| Q4 2020 | $28,224,000 | +24.6% | 122,803 | +0.4% | 7.33% | +5.6% |
| Q3 2020 | $22,657,000 | +6.2% | 122,269 | +1.9% | 6.94% | -1.3% |
| Q2 2020 | $21,343,000 | +39.3% | 120,028 | +12.7% | 7.03% | +16.2% |
| Q1 2020 | $15,324,000 | -31.0% | 106,520 | -1.2% | 6.05% | -9.3% |
| Q4 2019 | $22,196,000 | +10.8% | 107,842 | +4.0% | 6.67% | +3.3% |
| Q3 2019 | $20,031,000 | +11.2% | 103,664 | +11.8% | 6.46% | -1.9% |
| Q2 2019 | $18,008,000 | +18.3% | 92,699 | +15.4% | 6.58% | +12.7% |
| Q1 2019 | $15,219,000 | +38.7% | 80,350 | +21.6% | 5.84% | +14.0% |
| Q4 2018 | $10,976,000 | -37.6% | 66,095 | -24.3% | 5.12% | -29.0% |
| Q3 2018 | $17,585,000 | +8.2% | 87,359 | +4.7% | 7.22% | +4.2% |
| Q2 2018 | $16,256,000 | +24.8% | 83,454 | +20.2% | 6.93% | +20.2% |
| Q1 2018 | $13,027,000 | +61.0% | 69,451 | +62.9% | 5.76% | +63.2% |
| Q4 2017 | $8,091,000 | +23.8% | 42,635 | +16.7% | 3.53% | +11.1% |
| Q3 2017 | $6,537,000 | +124.8% | 36,538 | +118.6% | 3.18% | +70.9% |
| Q2 2017 | $2,908,000 | +95.6% | 16,716 | +92.4% | 1.86% | +52.3% |
| Q1 2017 | $1,487,000 | +918.5% | 8,686 | +885.9% | 1.22% | +1000.0% |
| Q4 2016 | $146,000 | +27.0% | 881 | +19.1% | 0.11% | +13.3% |
| Q3 2016 | $115,000 | +3.6% | 740 | 0.0% | 0.10% | -1.0% |
| Q2 2016 | $111,000 | +282.8% | 740 | +270.0% | 0.10% | +280.8% |
| Q1 2016 | $29,000 | +3.6% | 200 | 0.0% | 0.03% | +4.0% |
| Q4 2015 | $28,000 | – | 200 | – | 0.02% | – |
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% |