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 | $89,664,311 | +0.9% | 358,098 | +5.4% | 0.35% | +214.5% |
| Q2 2023 | $88,863,938 | +13.1% | 339,850 | +8.2% | 0.11% | -93.0% |
| Q1 2023 | $78,605,712 | -76.3% | 314,219 | -77.1% | 1.57% | -62.6% |
| Q4 2022 | $331,879,828 | +17.1% | 1,373,309 | +6.3% | 4.20% | +17.3% |
| Q3 2022 | $283,371,000 | -3.1% | 1,292,395 | -0.9% | 3.58% | -0.3% |
| Q2 2022 | $292,535,000 | -16.4% | 1,304,023 | +0.0% | 3.59% | -1.2% |
| Q1 2022 | $349,912,000 | -2.7% | 1,303,983 | +2.7% | 3.64% | +4.9% |
| Q4 2021 | $359,500,000 | +19.6% | 1,269,961 | +11.1% | 3.47% | -14.3% |
| Q3 2021 | $300,695,000 | -2.3% | 1,143,025 | -0.2% | 4.05% | -7.2% |
| Q2 2021 | $307,660,000 | +4.4% | 1,144,868 | +1.1% | 4.36% | -6.5% |
| Q1 2021 | $294,731,000 | +13.9% | 1,132,363 | +0.5% | 4.66% | +11.1% |
| Q4 2020 | $258,834,000 | +34.2% | 1,126,198 | +8.2% | 4.20% | +16.6% |
| Q3 2020 | $192,808,000 | +3.8% | 1,040,460 | -0.4% | 3.60% | -11.6% |
| Q2 2020 | $185,817,000 | +26.2% | 1,044,970 | +2.1% | 4.08% | -9.0% |
| Q1 2020 | $147,267,000 | -28.3% | 1,023,679 | +2.6% | 4.48% | -19.4% |
| Q4 2019 | $205,423,000 | +6.9% | 998,072 | +0.3% | 5.56% | -5.4% |
| Q3 2019 | $192,212,000 | -0.7% | 994,733 | -0.2% | 5.88% | -2.4% |
| Q2 2019 | $193,578,000 | +2.6% | 996,492 | +0.0% | 6.02% | -17.7% |
| Q1 2019 | $188,723,000 | +43.7% | 996,427 | +26.0% | 7.32% | -6.1% |
| Q4 2018 | $131,316,000 | – | 790,773 | – | 7.80% | – |
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% |