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 | $29,667,801 | -4.6% | 118,981 | +0.1% | 0.38% | -1.0% |
| Q2 2023 | $31,094,301 | +4.7% | 118,917 | +0.1% | 0.39% | -2.0% |
| Q1 2023 | $29,705,017 | +2.3% | 118,744 | -1.1% | 0.39% | -0.5% |
| Q4 2022 | $29,045,773 | +18.5% | 120,078 | +7.4% | 0.40% | +9.1% |
| Q3 2022 | $24,509,000 | -2.6% | 111,779 | +0.5% | 0.36% | +1.7% |
| Q2 2022 | $25,152,000 | -15.8% | 111,177 | -0.1% | 0.36% | -3.5% |
| Q1 2022 | $29,864,000 | -6.4% | 111,291 | -1.3% | 0.37% | -5.1% |
| Q4 2021 | $31,914,000 | +6.6% | 112,739 | -0.9% | 0.39% | -2.7% |
| Q3 2021 | $29,930,000 | -3.0% | 113,772 | -0.9% | 0.40% | -6.1% |
| Q2 2021 | $30,840,000 | +2.9% | 114,763 | -0.4% | 0.43% | -5.3% |
| Q1 2021 | $29,980,000 | +12.0% | 115,183 | -1.1% | 0.45% | +1.1% |
| Q4 2020 | $26,765,000 | +25.1% | 116,456 | +0.9% | 0.45% | +12.6% |
| Q3 2020 | $21,391,000 | +3.7% | 115,435 | -0.5% | 0.40% | -5.0% |
| Q2 2020 | $20,636,000 | +16.7% | 116,049 | -5.6% | 0.42% | +6.6% |
| Q1 2020 | $17,681,000 | +58.1% | 122,908 | +126.1% | 0.39% | +85.3% |
| Q4 2019 | $11,186,000 | +6.6% | 54,349 | +0.1% | 0.21% | +1.0% |
| Q3 2019 | $10,492,000 | -1.9% | 54,297 | -1.4% | 0.21% | -5.4% |
| Q2 2019 | $10,695,000 | +1.8% | 55,055 | -0.8% | 0.22% | -1.3% |
| Q1 2019 | $10,510,000 | +17.7% | 55,492 | +3.2% | 0.22% | +3.2% |
| Q4 2018 | $8,928,000 | -16.5% | 53,766 | +1.2% | 0.22% | -8.4% |
| Q3 2018 | $10,689,000 | +31.2% | 53,104 | +26.9% | 0.24% | +18.5% |
| Q2 2018 | $8,148,000 | +0.9% | 41,834 | -2.9% | 0.20% | -3.4% |
| Q1 2018 | $8,079,000 | -3.0% | 43,077 | -1.9% | 0.21% | -0.5% |
| Q4 2017 | $8,332,000 | +7.6% | 43,904 | +1.4% | 0.21% | +1.5% |
| Q3 2017 | $7,746,000 | +1.3% | 43,301 | -1.5% | 0.20% | -3.8% |
| Q2 2017 | $7,644,000 | +2.7% | 43,949 | +1.1% | 0.21% | -0.9% |
| Q1 2017 | $7,443,000 | +5.1% | 43,475 | +1.5% | 0.22% | -1.4% |
| Q4 2016 | $7,082,000 | +6.5% | 42,838 | -0.3% | 0.22% | +2.3% |
| Q3 2016 | $6,648,000 | +3.8% | 42,975 | +0.2% | 0.21% | +0.9% |
| Q2 2016 | $6,404,000 | +6.3% | 42,873 | +2.6% | 0.21% | 0.0% |
| Q1 2016 | $6,027,000 | +13.0% | 41,799 | +9.2% | 0.21% | +12.8% |
| Q4 2015 | $5,332,000 | +9.5% | 38,278 | +7.4% | 0.19% | +4.5% |
| Q3 2015 | $4,869,000 | -10.5% | 35,644 | -1.7% | 0.18% | -2.2% |
| Q2 2015 | $5,439,000 | -3.1% | 36,268 | -1.8% | 0.18% | -2.7% |
| Q1 2015 | $5,615,000 | +9.5% | 36,950 | +4.3% | 0.19% | +11.2% |
| Q4 2014 | $5,129,000 | +8.7% | 35,423 | +2.7% | 0.17% | +7.0% |
| Q3 2014 | $4,718,000 | -4.1% | 34,508 | +0.4% | 0.16% | -10.2% |
| Q2 2014 | $4,918,000 | +5.7% | 34,377 | +1.5% | 0.18% | +2.9% |
| Q1 2014 | $4,654,000 | +4.3% | 33,857 | +1.5% | 0.17% | +3.6% |
| Q4 2013 | $4,461,000 | +12.0% | 33,345 | +3.9% | 0.16% | +3.8% |
| Q3 2013 | $3,982,000 | +2.0% | 32,082 | -5.1% | 0.16% | -1.9% |
| Q2 2013 | $3,904,000 | – | 33,804 | – | 0.16% | – |
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% |