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 | $140,937,656 | -2.3% | 563,804 | +2.2% | 5.74% | +9.4% |
| Q2 2023 | $144,242,678 | +8.7% | 551,639 | +4.0% | 5.25% | +8.1% |
| Q1 2023 | $132,647,458 | +11.3% | 530,250 | +7.6% | 4.85% | +4.3% |
| Q4 2022 | $119,224,843 | +7.7% | 492,889 | -2.3% | 4.65% | -5.3% |
| Q3 2022 | $110,650,000 | +2.9% | 504,648 | +6.1% | 4.91% | +9.0% |
| Q2 2022 | $107,573,000 | -18.5% | 475,505 | -3.3% | 4.51% | -2.1% |
| Q1 2022 | $131,926,000 | +1.1% | 491,639 | +6.6% | 4.61% | +5.2% |
| Q4 2021 | $130,553,000 | +15.4% | 461,187 | +7.3% | 4.38% | +4.9% |
| Q3 2021 | $113,094,000 | +9.6% | 429,904 | +11.9% | 4.18% | -6.8% |
| Q2 2021 | $103,208,000 | +25.4% | 384,058 | +21.5% | 4.48% | +3.4% |
| Q1 2021 | $82,289,000 | +23.9% | 316,157 | +9.4% | 4.33% | +13.9% |
| Q4 2020 | $66,422,000 | +24.7% | 289,006 | +1.2% | 3.81% | +11.8% |
| Q3 2020 | $53,251,000 | +35.2% | 285,711 | +29.0% | 3.40% | +23.3% |
| Q2 2020 | $39,377,000 | +41.2% | 221,441 | +14.3% | 2.76% | +21.1% |
| Q1 2020 | $27,878,000 | -32.4% | 193,788 | -3.2% | 2.28% | -17.1% |
| Q4 2019 | $41,215,000 | +9.6% | 200,249 | +2.9% | 2.75% | +1.3% |
| Q3 2019 | $37,618,000 | +0.6% | 194,682 | +1.1% | 2.71% | -0.9% |
| Q2 2019 | $37,391,000 | -5.1% | 192,482 | -7.5% | 2.74% | -5.7% |
| Q1 2019 | $39,414,000 | +17.9% | 208,098 | +3.4% | 2.90% | -4.4% |
| Q4 2018 | $33,425,000 | -15.1% | 201,279 | +2.9% | 3.04% | -2.2% |
| Q3 2018 | $39,387,000 | -0.3% | 195,673 | -3.5% | 3.11% | -6.2% |
| Q2 2018 | $39,503,000 | -0.4% | 202,812 | -4.1% | 3.31% | -0.6% |
| Q1 2018 | $39,674,000 | -12.2% | 211,517 | -11.2% | 3.33% | -8.6% |
| Q4 2017 | $45,195,000 | +11.5% | 238,148 | +5.1% | 3.64% | +5.4% |
| Q3 2017 | $40,550,000 | +1.2% | 226,667 | -1.6% | 3.46% | -2.3% |
| Q2 2017 | $40,058,000 | +2.7% | 230,283 | +1.1% | 3.54% | +2.5% |
| Q1 2017 | $39,000,000 | +19.8% | 227,783 | +15.7% | 3.45% | +9.7% |
| Q4 2016 | $32,543,000 | +4.7% | 196,826 | -2.0% | 3.15% | +7.1% |
| Q3 2016 | $31,069,000 | +3.9% | 200,822 | +0.3% | 2.94% | +2.4% |
| Q2 2016 | $29,903,000 | -0.3% | 200,166 | -3.7% | 2.87% | -0.4% |
| Q1 2016 | $29,980,000 | -1.0% | 207,916 | -2.9% | 2.88% | +0.1% |
| Q4 2015 | $30,271,000 | – | 214,106 | – | 2.88% | – |
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% |