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 | $16,057,164 | -5.0% | 64,396 | -0.4% | 0.30% | +1.7% |
| Q2 2023 | $16,905,228 | +16.1% | 64,652 | +11.1% | 0.29% | -1.7% |
| Q1 2023 | $14,556,666 | +15.6% | 58,189 | +11.8% | 0.30% | +8.8% |
| Q4 2022 | $12,594,040 | +21.0% | 52,065 | +9.7% | 0.27% | +14.6% |
| Q3 2022 | $10,409,000 | +27.6% | 47,475 | +31.7% | 0.24% | +34.3% |
| Q2 2022 | $8,157,000 | +89.1% | 36,055 | +124.3% | 0.18% | +134.2% |
| Q1 2022 | $4,313,000 | +19.9% | 16,073 | +26.5% | 0.08% | +22.6% |
| Q4 2021 | $3,596,000 | +11.9% | 12,702 | +3.9% | 0.06% | +5.1% |
| Q3 2021 | $3,215,000 | -3.1% | 12,220 | -1.1% | 0.06% | -1.7% |
| Q2 2021 | $3,319,000 | +8.0% | 12,351 | +4.6% | 0.06% | +1.7% |
| Q1 2021 | $3,074,000 | +8.5% | 11,808 | -4.2% | 0.06% | +1.7% |
| Q4 2020 | $2,832,000 | +24.1% | 12,320 | +0.0% | 0.06% | +7.4% |
| Q3 2020 | $2,282,000 | +4.4% | 12,317 | +0.2% | 0.05% | 0.0% |
| Q2 2020 | $2,185,000 | +40.9% | 12,289 | +14.0% | 0.05% | +14.9% |
| Q1 2020 | $1,551,000 | -31.1% | 10,784 | -1.4% | 0.05% | -4.1% |
| Q4 2019 | $2,251,000 | -7.4% | 10,939 | -13.0% | 0.05% | -14.0% |
| Q3 2019 | $2,430,000 | -1.5% | 12,575 | -1.0% | 0.06% | -1.7% |
| Q2 2019 | $2,467,000 | +2.5% | 12,698 | -0.1% | 0.06% | +7.4% |
| Q1 2019 | $2,408,000 | +14.6% | 12,716 | +0.5% | 0.05% | 0.0% |
| Q4 2018 | $2,101,000 | -9.2% | 12,654 | +10.1% | 0.05% | +12.5% |
| Q3 2018 | $2,313,000 | +6.8% | 11,490 | +3.3% | 0.05% | +6.7% |
| Q2 2018 | $2,166,000 | +12.4% | 11,120 | +8.2% | 0.04% | +18.4% |
| Q1 2018 | $1,927,000 | +1.6% | 10,275 | +2.8% | 0.04% | +5.6% |
| Q4 2017 | $1,896,000 | +6.2% | 9,991 | +0.1% | 0.04% | +9.1% |
| Q3 2017 | $1,786,000 | +8.2% | 9,982 | +5.2% | 0.03% | +3.1% |
| Q2 2017 | $1,650,000 | -0.2% | 9,488 | -1.7% | 0.03% | 0.0% |
| Q1 2017 | $1,653,000 | +10.7% | 9,652 | +6.9% | 0.03% | +6.7% |
| Q4 2016 | $1,493,000 | +52.0% | 9,028 | +42.3% | 0.03% | +50.0% |
| Q3 2016 | $982,000 | +2.7% | 6,346 | -0.8% | 0.02% | -4.8% |
| Q2 2016 | $956,000 | +6.2% | 6,396 | +2.4% | 0.02% | +10.5% |
| Q1 2016 | $900,000 | +4.4% | 6,244 | +0.9% | 0.02% | +5.6% |
| Q4 2015 | $862,000 | +19.1% | 6,190 | +16.8% | 0.02% | +12.5% |
| Q3 2015 | $724,000 | -4.4% | 5,301 | +5.0% | 0.02% | +14.3% |
| Q2 2015 | $757,000 | -0.4% | 5,049 | +1.0% | 0.01% | 0.0% |
| Q1 2015 | $760,000 | +9.5% | 4,999 | +4.3% | 0.01% | 0.0% |
| Q4 2014 | $694,000 | +1.5% | 4,791 | -4.2% | 0.01% | 0.0% |
| Q3 2014 | $684,000 | -11.5% | 5,001 | -7.4% | 0.01% | -6.7% |
| Q2 2014 | $773,000 | +1.3% | 5,400 | -2.7% | 0.02% | 0.0% |
| Q1 2014 | $763,000 | -4.6% | 5,548 | -7.2% | 0.02% | -6.2% |
| Q4 2013 | $800,000 | +7.0% | 5,978 | -0.7% | 0.02% | +6.7% |
| Q3 2013 | $748,000 | +3.7% | 6,023 | -3.6% | 0.02% | -6.2% |
| Q2 2013 | $721,000 | – | 6,246 | – | 0.02% | – |
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% |