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 | $104,175,800 | -4.9% | 417,789 | -0.3% | 0.17% | -2.3% |
Q2 2023 | $109,568,876 | +3.9% | 419,034 | -0.6% | 0.18% | +1.2% |
Q1 2023 | $105,464,751 | +2.5% | 421,589 | -0.9% | 0.17% | -3.4% |
Q4 2022 | $102,889,165 | +12.1% | 425,357 | +1.6% | 0.18% | +6.5% |
Q3 2022 | $91,769,000 | -4.3% | 418,539 | -0.3% | 0.17% | +3.1% |
Q2 2022 | $95,926,000 | -16.8% | 419,804 | -2.1% | 0.16% | -5.2% |
Q1 2022 | $115,355,000 | -3.9% | 428,807 | +1.1% | 0.17% | +1.8% |
Q4 2021 | $120,033,000 | +7.4% | 424,025 | +0.5% | 0.17% | +1.8% |
Q3 2021 | $111,805,000 | -0.9% | 421,762 | +0.8% | 0.17% | -4.6% |
Q2 2021 | $112,818,000 | -1.3% | 418,234 | -4.6% | 0.17% | -7.9% |
Q1 2021 | $114,279,000 | +8.7% | 438,249 | -4.2% | 0.19% | -1.6% |
Q4 2020 | $105,088,000 | +23.1% | 457,241 | -1.6% | 0.19% | +8.5% |
Q3 2020 | $85,370,000 | -0.6% | 464,546 | -5.1% | 0.18% | -5.3% |
Q2 2020 | $85,879,000 | +20.7% | 489,657 | -1.5% | 0.19% | +8.7% |
Q1 2020 | $71,140,000 | -27.6% | 497,217 | +4.2% | 0.17% | -12.2% |
Q4 2019 | $98,228,000 | +11.1% | 477,251 | +4.0% | 0.20% | +0.5% |
Q3 2019 | $88,453,000 | +0.7% | 458,746 | +1.4% | 0.20% | -1.0% |
Q2 2019 | $87,842,000 | +4.5% | 452,190 | +1.9% | 0.20% | +2.1% |
Q1 2019 | $84,047,000 | +16.7% | 443,756 | +2.0% | 0.19% | +7.8% |
Q4 2018 | $72,020,000 | +7.1% | 435,006 | +30.2% | 0.18% | +19.3% |
Q3 2018 | $67,245,000 | +5.0% | 334,069 | +1.6% | 0.15% | +0.7% |
Q2 2018 | $64,029,000 | +10.0% | 328,854 | +5.9% | 0.15% | +5.7% |
Q1 2018 | $58,230,000 | +4.3% | 310,447 | +5.5% | 0.14% | +0.7% |
Q4 2017 | $55,826,000 | +12.1% | 294,164 | +5.6% | 0.14% | +2.9% |
Q3 2017 | $49,822,000 | +8.9% | 278,492 | +5.9% | 0.14% | +0.7% |
Q2 2017 | $45,740,000 | +4.7% | 262,947 | +3.1% | 0.14% | -4.3% |
Q1 2017 | $43,683,000 | +6.9% | 255,127 | +3.2% | 0.14% | -6.0% |
Q4 2016 | $40,860,000 | +2.6% | 247,127 | -4.0% | 0.15% | -5.7% |
Q3 2016 | $39,815,000 | +8.1% | 257,353 | +4.4% | 0.16% | +0.6% |
Q2 2016 | $36,815,000 | +12.3% | 246,440 | +8.4% | 0.16% | -18.6% |
Q1 2016 | $32,776,000 | +5.1% | 227,316 | +1.5% | 0.19% | 0.0% |
Q4 2015 | $31,189,000 | +13.8% | 223,869 | +11.5% | 0.19% | +9.6% |
Q3 2015 | $27,418,000 | -16.6% | 200,704 | -8.4% | 0.18% | -15.3% |
Q2 2015 | $32,856,000 | +2.3% | 219,071 | +3.7% | 0.21% | -0.5% |
Q1 2015 | $32,121,000 | +39.1% | 211,354 | +32.5% | 0.21% | +32.1% |
Q4 2014 | $23,097,000 | +5.7% | 159,512 | -0.2% | 0.16% | +0.6% |
Q3 2014 | $21,848,000 | -1.7% | 159,780 | +2.9% | 0.16% | -6.0% |
Q2 2014 | $22,218,000 | +6.9% | 155,282 | +2.8% | 0.17% | -1.8% |
Q1 2014 | $20,775,000 | +9.9% | 151,124 | +6.9% | 0.17% | +2.4% |
Q4 2013 | $18,911,000 | +13.2% | 141,329 | +5.0% | 0.17% | +3.1% |
Q3 2013 | $16,707,000 | +16.2% | 134,578 | +8.1% | 0.16% | +5.2% |
Q2 2013 | $14,375,000 | – | 124,464 | – | 0.15% | – |
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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% |