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 | $532,275,489 | +1209.1% | 2,134,257 | +1273.5% | 7.00% | +974.2% |
| Q2 2023 | $40,658,105 | +3.2% | 155,392 | -1.3% | 0.65% | -3.1% |
| Q1 2023 | $39,389,631 | +102466.5% | 157,436 | -0.9% | 0.67% | +12.4% |
| Q4 2022 | $38,404 | -99.9% | 158,862 | -0.9% | 0.60% | +0.5% |
| Q3 2022 | $35,183,000 | -2.3% | 160,343 | +0.7% | 0.60% | +4.0% |
| Q2 2022 | $36,029,000 | -15.4% | 159,263 | +0.2% | 0.57% | -10.0% |
| Q1 2022 | $42,578,000 | -3.7% | 158,881 | +1.8% | 0.64% | +13.3% |
| Q4 2021 | $44,212,000 | +15.0% | 156,081 | +6.8% | 0.56% | +8.9% |
| Q3 2021 | $38,455,000 | -1.3% | 146,136 | +0.9% | 0.52% | 0.0% |
| Q2 2021 | $38,946,000 | +2.6% | 144,871 | -0.6% | 0.52% | -6.0% |
| Q1 2021 | $37,942,000 | -92.8% | 145,768 | -93.7% | 0.55% | -93.8% |
| Q4 2020 | $529,271,000 | +23.2% | 2,301,774 | -0.7% | 8.81% | +4.8% |
| Q3 2020 | $429,496,000 | +4.0% | 2,318,347 | -0.2% | 8.41% | -1.1% |
| Q2 2020 | $413,132,000 | +24.2% | 2,323,025 | +0.5% | 8.50% | -18.4% |
| Q1 2020 | $332,694,000 | -18.2% | 2,310,603 | +17.0% | 10.42% | -11.4% |
| Q4 2019 | $406,733,000 | +6.9% | 1,975,250 | +0.4% | 11.76% | -1.0% |
| Q3 2019 | $380,303,000 | +37.7% | 1,967,365 | +38.4% | 11.88% | +34.3% |
| Q2 2019 | $276,115,000 | -6.7% | 1,421,043 | -9.0% | 8.85% | +82.3% |
| Q1 2019 | $295,866,000 | +131.3% | 1,561,846 | +103.0% | 4.85% | -6.2% |
| Q4 2018 | $127,899,000 | -15.8% | 769,435 | +33558.6% | 5.18% | -3.7% |
| Q3 2018 | $151,827,000 | – | 2,286 | – | 5.37% | – |
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% |