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 | $28,068,094 | -19.3% | 112,565 | -15.4% | 1.16% | -15.4% |
| Q2 2023 | $34,781,000 | -11.1% | 133,018 | -15.0% | 1.37% | -13.0% |
| Q1 2023 | $39,145,000 | -5.0% | 156,479 | -8.2% | 1.57% | -1.3% |
| Q4 2022 | $41,215,000 | +18.2% | 170,388 | +7.2% | 1.59% | +6.8% |
| Q3 2022 | $34,859,000 | -8.1% | 158,986 | -5.2% | 1.49% | -1.8% |
| Q2 2022 | $37,931,000 | -15.4% | 167,670 | +0.4% | 1.52% | -0.6% |
| Q1 2022 | $44,834,000 | -0.3% | 167,080 | +5.2% | 1.53% | +8.0% |
| Q4 2021 | $44,963,000 | +14.2% | 158,834 | +6.1% | 1.41% | +2.7% |
| Q3 2021 | $39,371,000 | +5.6% | 149,659 | +7.8% | 1.38% | +15.6% |
| Q2 2021 | $37,295,000 | -0.5% | 138,781 | -3.6% | 1.19% | -6.4% |
| Q1 2021 | $37,473,000 | +16.9% | 143,970 | +3.2% | 1.27% | +18.9% |
| Q4 2020 | $32,059,000 | +20.9% | 139,491 | -2.5% | 1.07% | +9.3% |
| Q3 2020 | $26,508,000 | -2.3% | 143,046 | -6.3% | 0.98% | -5.9% |
| Q2 2020 | $27,143,000 | +17.0% | 152,639 | -5.4% | 1.04% | +14.3% |
| Q1 2020 | $23,201,000 | -44.9% | 161,279 | -21.2% | 0.91% | -32.9% |
| Q4 2019 | $42,115,000 | +4.1% | 204,620 | -2.2% | 1.36% | +2.3% |
| Q3 2019 | $40,439,000 | +0.5% | 209,278 | +1.1% | 1.33% | +3.0% |
| Q2 2019 | $40,224,000 | +15.1% | 207,062 | +12.2% | 1.29% | +14.8% |
| Q1 2019 | $34,942,000 | +12.2% | 184,492 | -1.6% | 1.12% | +6.6% |
| Q4 2018 | $31,146,000 | +14.3% | 187,560 | +38.6% | 1.05% | +36.4% |
| Q3 2018 | $27,246,000 | +581.7% | 135,356 | +559.6% | 0.77% | +319.0% |
| Q2 2018 | $3,997,000 | +14.7% | 20,522 | +10.5% | 0.18% | +17.9% |
| Q1 2018 | $3,484,000 | +90.4% | 18,577 | +92.7% | 0.16% | +105.3% |
| Q4 2017 | $1,830,000 | +3.2% | 9,641 | -2.8% | 0.08% | +1.3% |
| Q3 2017 | $1,774,000 | +0.4% | 9,918 | -2.3% | 0.08% | 0.0% |
| Q2 2017 | $1,767,000 | +3.0% | 10,156 | +1.4% | 0.08% | +5.6% |
| Q1 2017 | $1,715,000 | +1.7% | 10,018 | -1.8% | 0.07% | +12.7% |
| Q4 2016 | $1,687,000 | +10.3% | 10,203 | +3.2% | 0.06% | +3.3% |
| Q3 2016 | $1,530,000 | +3.5% | 9,891 | 0.0% | 0.06% | -1.6% |
| Q2 2016 | $1,478,000 | +20.8% | 9,891 | +16.5% | 0.06% | +21.6% |
| Q1 2016 | $1,224,000 | +16.2% | 8,489 | +12.3% | 0.05% | +15.9% |
| Q4 2015 | $1,053,000 | +6.3% | 7,559 | +4.2% | 0.04% | +7.3% |
| Q3 2015 | $991,000 | -21.4% | 7,257 | -12.6% | 0.04% | -14.6% |
| Q2 2015 | $1,261,000 | 0.0% | 8,303 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $1,261,000 | +36.8% | 8,303 | +30.4% | 0.05% | +37.1% |
| Q4 2014 | $922,000 | +5.9% | 6,369 | 0.0% | 0.04% | +6.1% |
| Q3 2014 | $871,000 | -3.7% | 6,369 | +0.9% | 0.03% | 0.0% |
| Q2 2014 | $904,000 | +22.8% | 6,314 | +17.9% | 0.03% | +13.8% |
| Q1 2014 | $736,000 | +1.2% | 5,357 | -1.3% | 0.03% | -3.3% |
| Q4 2013 | $727,000 | +7.9% | 5,430 | 0.0% | 0.03% | -3.2% |
| Q3 2013 | $674,000 | -70.9% | 5,430 | -72.9% | 0.03% | -73.0% |
| Q2 2013 | $2,315,000 | – | 20,045 | – | 0.12% | – |
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% |