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 | $5,645,284 | -6.8% | 22,640 | -2.2% | 1.43% | -4.4% |
| Q2 2023 | $6,056,138 | +1.8% | 23,161 | -2.6% | 1.49% | -1.9% |
| Q1 2023 | $5,949,055 | +6.1% | 23,781 | +2.6% | 1.52% | +4.5% |
| Q4 2022 | $5,607,978 | +7.8% | 23,184 | -2.3% | 1.45% | -2.0% |
| Q3 2022 | $5,204,000 | -5.5% | 23,734 | -2.4% | 1.48% | -0.3% |
| Q2 2022 | $5,504,000 | -15.2% | 24,329 | +0.6% | 1.49% | -4.7% |
| Q1 2022 | $6,490,000 | -6.6% | 24,184 | -1.5% | 1.56% | -1.8% |
| Q4 2021 | $6,951,000 | +6.1% | 24,554 | -1.4% | 1.59% | -15.0% |
| Q3 2021 | $6,550,000 | -4.9% | 24,900 | -2.9% | 1.87% | -3.7% |
| Q2 2021 | $6,890,000 | +1.6% | 25,640 | -1.6% | 1.94% | -3.2% |
| Q1 2021 | $6,782,000 | +4.2% | 26,055 | -8.0% | 2.01% | -8.1% |
| Q4 2020 | $6,511,000 | +18.4% | 28,330 | -4.5% | 2.19% | +3.5% |
| Q3 2020 | $5,497,000 | -4.7% | 29,665 | -8.5% | 2.11% | -8.6% |
| Q2 2020 | $5,766,000 | -25.0% | 32,428 | -39.3% | 2.31% | -36.1% |
| Q1 2020 | $7,685,000 | -53.9% | 53,420 | -34.0% | 3.62% | -43.2% |
| Q4 2019 | $16,669,000 | +9.5% | 80,987 | +2.8% | 6.38% | +1.0% |
| Q3 2019 | $15,228,000 | -0.1% | 78,807 | +0.5% | 6.32% | -1.2% |
| Q2 2019 | $15,239,000 | +4.4% | 78,446 | +1.7% | 6.39% | +1.2% |
| Q1 2019 | $14,603,000 | +16.3% | 77,100 | +2.0% | 6.31% | +1.4% |
| Q4 2018 | $12,558,000 | -23.7% | 75,623 | -7.5% | 6.23% | -13.5% |
| Q3 2018 | $16,465,000 | +7.8% | 81,798 | +4.3% | 7.20% | +0.3% |
| Q2 2018 | $15,274,000 | +4.3% | 78,418 | +0.4% | 7.18% | +4.9% |
| Q1 2018 | $14,645,000 | -0.4% | 78,078 | +0.8% | 6.84% | +1.8% |
| Q4 2017 | $14,700,000 | +18.8% | 77,457 | +12.0% | 6.72% | +5.9% |
| Q3 2017 | $12,373,000 | +4.1% | 69,161 | +1.2% | 6.34% | -1.2% |
| Q2 2017 | $11,883,000 | +5.3% | 68,315 | +3.6% | 6.42% | +1.9% |
| Q1 2017 | $11,286,000 | +3.5% | 65,918 | -0.1% | 6.30% | -1.5% |
| Q4 2016 | $10,909,000 | +8.1% | 65,979 | +1.1% | 6.39% | +2.3% |
| Q3 2016 | $10,095,000 | +4.9% | 65,249 | +1.3% | 6.25% | +0.4% |
| Q2 2016 | $9,620,000 | +7.8% | 64,392 | +4.0% | 6.23% | +2.1% |
| Q1 2016 | $8,925,000 | +8.6% | 61,898 | +5.0% | 6.10% | -16.8% |
| Q4 2015 | $8,216,000 | – | 58,972 | – | 7.33% | – |
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% |