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 | $221,922 | -5.4% | 890 | -0.8% | 0.05% | -5.6% |
| Q2 2023 | $234,548 | +5.3% | 897 | +0.8% | 0.05% | +3.8% |
| Q1 2023 | $222,642 | -3.5% | 890 | -6.7% | 0.05% | -5.5% |
| Q4 2022 | $230,763 | -15.5% | 954 | -23.4% | 0.06% | -19.1% |
| Q3 2022 | $273,000 | -4.2% | 1,246 | 0.0% | 0.07% | +3.0% |
| Q2 2022 | $285,000 | -13.6% | 1,246 | 0.0% | 0.07% | -1.5% |
| Q1 2022 | $330,000 | -1.8% | 1,246 | 0.0% | 0.07% | -2.9% |
| Q4 2021 | $336,000 | -10.6% | 1,246 | -12.1% | 0.07% | -6.8% |
| Q3 2021 | $376,000 | -0.8% | 1,418 | 0.0% | 0.07% | -1.3% |
| Q2 2021 | $379,000 | +9.9% | 1,418 | +9.4% | 0.08% | +7.1% |
| Q1 2021 | $345,000 | +9.2% | 1,296 | 0.0% | 0.07% | +4.5% |
| Q4 2020 | $316,000 | +24.4% | 1,296 | 0.0% | 0.07% | -1.5% |
| Q3 2020 | $254,000 | +23.3% | 1,296 | 0.0% | 0.07% | -44.7% |
| Q1 2020 | $206,000 | -22.8% | 1,296 | 0.0% | 0.12% | +24.2% |
| Q4 2019 | $267,000 | +6.8% | 1,296 | 0.0% | 0.10% | -1.0% |
| Q3 2019 | $250,000 | -0.8% | 1,296 | 0.0% | 0.10% | +1.0% |
| Q2 2019 | $252,000 | +2.9% | 1,296 | 0.0% | 0.10% | +2.1% |
| Q1 2019 | $245,000 | +14.0% | 1,296 | 0.0% | 0.10% | -25.4% |
| Q4 2018 | $215,000 | -54.5% | 1,296 | -51.6% | 0.13% | -11.6% |
| Q3 2017 | $473,000 | +103.0% | 2,676 | +100.0% | 0.15% | -0.7% |
| Q2 2017 | $233,000 | 0.0% | 1,338 | -1.8% | 0.15% | +13.8% |
| Q1 2017 | $233,000 | -27.0% | 1,363 | -29.3% | 0.13% | -27.8% |
| Q4 2016 | $319,000 | +0.6% | 1,928 | -6.0% | 0.18% | -12.6% |
| Q3 2016 | $317,000 | -9.4% | 2,050 | -12.4% | 0.21% | -13.4% |
| Q2 2016 | $350,000 | +11.5% | 2,341 | +7.5% | 0.24% | +23.3% |
| Q1 2016 | $314,000 | +5.7% | 2,178 | +2.1% | 0.19% | -1.0% |
| Q4 2015 | $297,000 | +7.2% | 2,133 | +5.3% | 0.20% | -29.9% |
| Q3 2015 | $277,000 | -8.6% | 2,025 | 0.0% | 0.28% | +41.1% |
| Q2 2015 | $303,000 | +3.4% | 2,025 | +5.1% | 0.20% | +14.5% |
| Q1 2015 | $293,000 | -6.7% | 1,927 | -11.2% | 0.17% | -31.5% |
| Q4 2014 | $314,000 | +22.7% | 2,171 | +21.6% | 0.25% | +2.4% |
| Q2 2014 | $256,000 | +19.1% | 1,786 | +3.1% | 0.24% | +163.4% |
| Q3 2013 | $215,000 | -2.7% | 1,732 | -9.6% | 0.09% | -8.8% |
| Q2 2013 | $221,000 | – | 1,915 | – | 0.10% | – |
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% |