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 | $1,300 | -6.4% | 5,215 | -1.8% | 0.98% | -4.0% |
| Q2 2023 | $1,389 | +3.0% | 5,313 | -1.4% | 1.03% | -1.8% |
| Q1 2023 | $1,348 | +2.2% | 5,389 | -1.5% | 1.04% | -5.0% |
| Q4 2022 | $1,319 | -99.9% | 5,471 | -1.2% | 1.10% | +4.8% |
| Q3 2022 | $1,214,000 | -4.0% | 5,537 | -0.9% | 1.05% | +2.3% |
| Q2 2022 | $1,264,000 | -16.3% | 5,587 | -0.7% | 1.03% | -5.4% |
| Q1 2022 | $1,510,000 | -8.5% | 5,629 | -3.1% | 1.08% | -2.0% |
| Q4 2021 | $1,650,000 | +6.0% | 5,807 | -1.9% | 1.11% | +0.7% |
| Q3 2021 | $1,556,000 | -10.0% | 5,918 | -8.0% | 1.10% | -5.5% |
| Q2 2021 | $1,729,000 | +1.9% | 6,435 | -1.3% | 1.16% | -4.1% |
| Q1 2021 | $1,697,000 | +4.5% | 6,520 | -7.4% | 1.21% | +2.7% |
| Q4 2020 | $1,624,000 | +22.7% | 7,039 | -1.4% | 1.18% | +8.1% |
| Q3 2020 | $1,324,000 | -3.4% | 7,139 | -7.6% | 1.09% | -8.4% |
| Q2 2020 | $1,371,000 | +14.2% | 7,726 | -7.4% | 1.19% | +7.2% |
| Q1 2020 | $1,200,000 | -54.2% | 8,347 | -34.4% | 1.11% | -40.4% |
| Q4 2019 | $2,619,000 | +5.8% | 12,727 | -0.7% | 1.87% | +0.8% |
| Q3 2019 | $2,475,000 | -1.5% | 12,813 | -0.9% | 1.85% | -0.7% |
| Q2 2019 | $2,513,000 | +1.6% | 12,935 | -0.9% | 1.87% | +0.6% |
| Q1 2019 | $2,473,000 | +11.6% | 13,059 | -2.2% | 1.86% | +0.3% |
| Q4 2018 | $2,216,000 | -11.6% | 13,349 | +7.1% | 1.85% | +2.6% |
| Q3 2018 | $2,508,000 | -10.6% | 12,461 | -13.5% | 1.80% | -5.1% |
| Q2 2018 | $2,805,000 | -5.4% | 14,403 | -8.9% | 1.90% | -4.4% |
| Q1 2018 | $2,966,000 | -2.4% | 15,813 | -1.2% | 1.99% | -6.4% |
| Q4 2017 | $3,039,000 | +5.8% | 16,013 | -0.3% | 2.12% | -1.1% |
| Q3 2017 | $2,873,000 | +2.8% | 16,063 | -0.0% | 2.15% | -2.4% |
| Q2 2017 | $2,795,000 | -3.8% | 16,070 | -5.3% | 2.20% | -9.8% |
| Q1 2017 | $2,906,000 | +2.5% | 16,971 | -1.1% | 2.44% | -4.9% |
| Q4 2016 | $2,836,000 | +5.9% | 17,152 | -0.9% | 2.57% | +4.0% |
| Q3 2016 | $2,679,000 | +6.9% | 17,316 | +3.3% | 2.47% | +2.3% |
| Q2 2016 | $2,505,000 | +21.1% | 16,770 | +16.9% | 2.42% | +16.3% |
| Q1 2016 | $2,069,000 | +45.8% | 14,351 | +40.9% | 2.08% | +34.7% |
| Q4 2015 | $1,419,000 | – | 10,188 | – | 1.54% | – |
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% |