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 | $68,367,835 | -3.5% | 274,184 | +1.2% | 7.45% | -2.3% |
| Q2 2023 | $70,855,710 | +9.0% | 270,979 | +4.3% | 7.62% | +2.7% |
| Q1 2023 | $65,008,739 | +4.7% | 259,869 | +1.2% | 7.42% | -2.7% |
| Q4 2022 | $62,090,191 | +13.4% | 256,688 | +2.8% | 7.63% | +2.0% |
| Q3 2022 | $54,737,000 | -0.1% | 249,643 | +3.1% | 7.48% | +2.9% |
| Q2 2022 | $54,786,000 | -14.3% | 242,170 | +1.7% | 7.27% | -7.8% |
| Q1 2022 | $63,891,000 | -0.3% | 238,099 | +5.2% | 7.88% | +0.1% |
| Q4 2021 | $64,052,000 | +8.3% | 226,268 | +0.6% | 7.87% | +2.4% |
| Q3 2021 | $59,155,000 | +0.7% | 224,862 | +2.8% | 7.68% | -1.8% |
| Q2 2021 | $58,758,000 | +6.3% | 218,649 | +3.0% | 7.82% | -4.3% |
| Q1 2021 | $55,260,000 | +12.3% | 212,310 | -0.8% | 8.18% | +1.2% |
| Q4 2020 | $49,192,000 | +26.6% | 214,035 | +2.1% | 8.08% | +7.9% |
| Q3 2020 | $38,854,000 | +4.7% | 209,673 | +0.4% | 7.49% | -1.0% |
| Q2 2020 | $37,124,000 | +51.5% | 208,776 | +22.6% | 7.57% | +39.0% |
| Q1 2020 | $24,497,000 | -51.0% | 170,282 | -29.9% | 5.44% | -38.7% |
| Q4 2019 | $50,012,000 | +10.1% | 242,989 | +3.4% | 8.88% | +2.1% |
| Q3 2019 | $45,412,000 | +0.2% | 235,018 | +0.8% | 8.70% | -1.8% |
| Q2 2019 | $45,307,000 | +6.2% | 233,228 | +3.5% | 8.87% | +1.9% |
| Q1 2019 | $42,679,000 | +30.4% | 225,338 | +14.3% | 8.70% | +19.1% |
| Q4 2018 | $32,741,000 | -19.8% | 197,162 | -2.8% | 7.31% | -19.0% |
| Q3 2018 | $40,846,000 | +12.0% | 202,921 | +8.4% | 9.02% | -13.2% |
| Q2 2018 | $36,471,000 | +6.3% | 187,243 | +2.4% | 10.39% | +2.6% |
| Q1 2018 | $34,302,000 | +0.9% | 182,877 | +2.1% | 10.12% | +2.1% |
| Q4 2017 | $33,982,000 | – | 179,058 | – | 9.91% | – |
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% |