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 | $932,182,944 | +5.1% | 3,738,452 | +10.2% | 0.08% | +9.5% |
| Q2 2023 | $887,043,665 | -45.1% | 3,392,396 | -47.5% | 0.07% | 0.0% |
| Q1 2023 | $1,614,931,692 | +117.6% | 6,455,596 | +110.4% | 0.07% | 0.0% |
| Q4 2022 | $742,192,547 | +15.3% | 3,068,306 | +4.5% | 0.07% | +10.4% |
| Q3 2022 | $643,575,000 | +7.0% | 2,935,216 | +10.4% | 0.07% | +11.7% |
| Q2 2022 | $601,369,000 | -3.9% | 2,658,217 | +14.0% | 0.06% | +20.0% |
| Q1 2022 | $625,972,000 | -11.3% | 2,332,756 | -6.4% | 0.05% | -3.8% |
| Q4 2021 | $705,859,000 | +33.5% | 2,493,496 | +24.0% | 0.05% | +23.8% |
| Q3 2021 | $528,838,000 | +9.8% | 2,010,258 | +12.1% | 0.04% | +10.5% |
| Q2 2021 | $481,826,000 | +20.5% | 1,792,974 | +16.7% | 0.04% | +11.8% |
| Q1 2021 | $400,010,000 | +30.3% | 1,536,844 | +15.1% | 0.03% | +25.9% |
| Q4 2020 | $306,877,000 | +34.2% | 1,335,235 | +8.2% | 0.03% | +17.4% |
| Q3 2020 | $228,661,000 | +29.2% | 1,233,939 | +24.0% | 0.02% | +21.1% |
| Q2 2020 | $176,924,000 | +81.4% | 994,960 | +46.8% | 0.02% | +35.7% |
| Q1 2020 | $97,510,000 | -34.1% | 677,808 | -5.8% | 0.01% | -12.5% |
| Q4 2019 | $148,035,000 | +44.0% | 719,244 | +35.1% | 0.02% | +33.3% |
| Q3 2019 | $102,835,000 | +37.5% | 532,194 | +38.3% | 0.01% | +33.3% |
| Q2 2019 | $74,770,000 | +148.7% | 384,898 | +142.5% | 0.01% | +125.0% |
| Q1 2019 | $30,059,000 | +30.6% | 158,706 | +14.5% | 0.00% | +33.3% |
| Q4 2018 | $23,023,000 | -57.2% | 138,641 | -48.2% | 0.00% | -50.0% |
| Q3 2018 | $53,853,000 | +0.7% | 267,538 | -2.6% | 0.01% | 0.0% |
| Q2 2018 | $53,502,000 | -21.7% | 274,678 | -24.6% | 0.01% | -25.0% |
| Q1 2018 | $68,301,000 | -12.3% | 364,140 | -11.3% | 0.01% | -11.1% |
| Q4 2017 | $77,886,000 | +43.8% | 410,402 | +35.6% | 0.01% | +28.6% |
| Q3 2017 | $54,144,000 | +71.8% | 302,649 | +67.0% | 0.01% | +75.0% |
| Q2 2017 | $31,516,000 | +222.1% | 181,178 | +217.0% | 0.00% | +300.0% |
| Q1 2017 | $9,786,000 | +36.3% | 57,152 | +32.1% | 0.00% | 0.0% |
| Q4 2016 | $7,179,000 | +26.8% | 43,249 | +17.2% | 0.00% | 0.0% |
| Q3 2016 | $5,662,000 | +47.9% | 36,889 | +41.1% | 0.00% | 0.0% |
| Q2 2016 | $3,827,000 | -4.8% | 26,135 | -6.4% | 0.00% | 0.0% |
| Q1 2016 | $4,021,000 | -22.3% | 27,916 | -24.0% | 0.00% | 0.0% |
| Q4 2015 | $5,175,000 | +1.7% | 36,752 | -2.6% | 0.00% | 0.0% |
| Q3 2015 | $5,089,000 | -8.6% | 37,743 | +1.7% | 0.00% | 0.0% |
| Q2 2015 | $5,566,000 | +5.5% | 37,111 | +7.2% | 0.00% | 0.0% |
| Q1 2015 | $5,277,000 | -4.9% | 34,611 | -8.7% | 0.00% | 0.0% |
| Q4 2014 | $5,546,000 | +18.3% | 37,904 | +11.5% | 0.00% | 0.0% |
| Q3 2014 | $4,690,000 | +1.3% | 34,000 | +4.6% | 0.00% | 0.0% |
| Q2 2014 | $4,632,000 | +31.0% | 32,518 | +24.6% | 0.00% | – |
| Q1 2014 | $3,536,000 | +2.0% | 26,107 | +0.5% | 0.00% | – |
| Q4 2013 | $3,467,000 | +4.5% | 25,968 | -2.9% | 0.00% | -100.0% |
| Q3 2013 | $3,318,000 | +115.9% | 26,736 | +101.8% | 0.00% | – |
| Q2 2013 | $1,537,000 | – | 13,249 | – | 0.00% | – |
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% |