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 | $41,855,336 | +5.7% | 167,858 | +10.9% | 0.36% | +8.4% |
| Q2 2023 | $39,589,850 | -14.5% | 151,407 | -18.2% | 0.33% | -17.8% |
| Q1 2023 | $46,302,885 | -19.6% | 185,094 | -22.3% | 0.40% | -24.2% |
| Q4 2022 | $57,593,127 | +29.1% | 238,096 | +17.0% | 0.53% | -40.1% |
| Q3 2022 | $44,627,000 | -0.9% | 203,533 | +2.2% | 0.89% | +24.3% |
| Q2 2022 | $45,049,000 | -15.3% | 199,130 | +0.4% | 0.72% | -6.2% |
| Q1 2022 | $53,201,000 | -5.4% | 198,259 | -0.2% | 0.76% | -5.1% |
| Q4 2021 | $56,215,000 | +10.4% | 198,584 | +2.6% | 0.80% | -0.6% |
| Q3 2021 | $50,937,000 | +0.2% | 193,624 | +2.3% | 0.81% | -0.9% |
| Q2 2021 | $50,843,000 | +4.5% | 189,197 | +1.2% | 0.82% | -14.7% |
| Q1 2021 | $48,665,000 | +19.6% | 186,970 | +5.6% | 0.96% | +19.0% |
| Q4 2020 | $40,700,000 | +970.5% | 177,086 | +763.2% | 0.80% | +158.8% |
| Q3 2020 | $3,802,000 | +5.8% | 20,515 | +1.5% | 0.31% | -6.6% |
| Q2 2020 | $3,593,000 | +20.5% | 20,207 | -2.5% | 0.33% | -8.8% |
| Q1 2020 | $2,981,000 | -22.7% | 20,723 | +10.6% | 0.36% | -5.7% |
| Q4 2019 | $3,856,000 | +3.1% | 18,745 | -3.1% | 0.39% | -14.8% |
| Q3 2019 | $3,739,000 | -16.1% | 19,352 | -15.6% | 0.45% | -21.0% |
| Q2 2019 | $4,456,000 | +15.7% | 22,936 | +12.9% | 0.58% | +5.7% |
| Q1 2019 | $3,852,000 | -5.2% | 20,308 | -17.2% | 0.54% | -17.9% |
| Q4 2018 | $4,062,000 | -20.0% | 24,517 | -3.1% | 0.66% | -9.3% |
| Q3 2018 | $5,080,000 | +10.9% | 25,299 | +7.8% | 0.73% | -9.2% |
| Q2 2018 | $4,582,000 | -7.0% | 23,479 | -10.4% | 0.80% | -12.7% |
| Q1 2018 | $4,926,000 | +32.2% | 26,191 | +33.5% | 0.92% | +34.8% |
| Q4 2017 | $3,727,000 | +17.6% | 19,624 | +10.8% | 0.68% | -2.6% |
| Q3 2017 | $3,169,000 | -3.2% | 17,713 | -6.0% | 0.70% | -12.5% |
| Q2 2017 | $3,273,000 | +23.0% | 18,849 | +21.3% | 0.80% | +9.3% |
| Q1 2017 | $2,660,000 | +81.7% | 15,541 | +75.3% | 0.73% | +50.4% |
| Q4 2016 | $1,464,000 | -0.9% | 8,864 | -7.1% | 0.49% | -23.0% |
| Q3 2016 | $1,477,000 | +69.6% | 9,546 | +63.0% | 0.63% | +85.9% |
| Q2 2016 | $871,000 | +26.6% | 5,855 | +22.5% | 0.34% | +14.4% |
| Q1 2016 | $688,000 | +7.7% | 4,780 | +4.1% | 0.30% | +1.7% |
| Q4 2015 | $639,000 | – | 4,592 | – | 0.29% | – |
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% |