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 | $23,142,174 | -2.2% | 92,810 | +2.5% | 0.48% | +1.1% |
| Q2 2023 | $23,666,555 | +5.6% | 90,510 | +1.0% | 0.47% | -0.4% |
| Q1 2023 | $22,419,589 | +5.3% | 89,621 | +1.9% | 0.48% | -1.9% |
| Q4 2022 | $21,283,659 | +16.3% | 87,989 | +5.4% | 0.48% | +13.1% |
| Q3 2022 | $18,297,000 | -0.0% | 83,448 | +3.2% | 0.43% | +8.6% |
| Q2 2022 | $18,299,000 | -14.9% | 80,888 | +0.9% | 0.39% | +1.5% |
| Q1 2022 | $21,510,000 | -0.4% | 80,158 | +5.1% | 0.39% | +2.9% |
| Q4 2021 | $21,590,000 | +8.5% | 76,270 | +0.8% | 0.38% | +1.1% |
| Q3 2021 | $19,905,000 | -4.5% | 75,664 | -2.5% | 0.37% | -0.3% |
| Q2 2021 | $20,845,000 | +5.3% | 77,567 | +2.0% | 0.37% | -5.3% |
| Q1 2021 | $19,787,000 | +14.7% | 76,020 | +1.2% | 0.40% | +8.5% |
| Q4 2020 | $17,257,000 | +25.6% | 75,083 | +1.2% | 0.36% | +5.8% |
| Q3 2020 | $13,744,000 | +3.7% | 74,163 | -0.5% | 0.34% | +0.3% |
| Q2 2020 | $13,252,000 | +148.8% | 74,527 | +101.3% | 0.34% | +111.7% |
| Q1 2020 | $5,326,000 | -30.8% | 37,021 | -0.9% | 0.16% | -14.7% |
| Q4 2019 | $7,691,000 | +3.9% | 37,366 | -2.4% | 0.19% | -5.9% |
| Q3 2019 | $7,399,000 | -8.3% | 38,290 | -7.8% | 0.20% | -7.8% |
| Q2 2019 | $8,070,000 | +8.3% | 41,539 | +5.6% | 0.22% | +10.1% |
| Q1 2019 | $7,450,000 | +21.5% | 39,334 | +6.5% | 0.20% | +3.6% |
| Q4 2018 | $6,132,000 | -17.9% | 36,930 | -0.5% | 0.19% | +1.1% |
| Q3 2018 | $7,471,000 | +5.3% | 37,115 | +1.9% | 0.19% | -1.0% |
| Q2 2018 | $7,092,000 | +8.5% | 36,414 | +4.5% | 0.19% | +14.3% |
| Q1 2018 | $6,535,000 | +9.6% | 34,840 | +10.9% | 0.17% | +9.1% |
| Q4 2017 | $5,964,000 | +7.2% | 31,427 | +1.0% | 0.15% | +3.4% |
| Q3 2017 | $5,564,000 | +8.0% | 31,103 | +5.0% | 0.15% | +4.9% |
| Q2 2017 | $5,152,000 | +18.9% | 29,615 | +17.0% | 0.14% | +15.4% |
| Q1 2017 | $4,334,000 | +9.5% | 25,317 | +5.8% | 0.12% | +7.0% |
| Q4 2016 | $3,957,000 | +16.6% | 23,932 | +9.0% | 0.12% | +16.2% |
| Q3 2016 | $3,395,000 | +30.3% | 21,946 | +25.8% | 0.10% | +26.9% |
| Q2 2016 | $2,605,000 | +15.0% | 17,440 | +10.9% | 0.08% | +13.0% |
| Q1 2016 | $2,266,000 | -60.4% | 15,719 | -61.7% | 0.07% | -59.4% |
| Q4 2015 | $5,717,000 | +14.0% | 41,038 | +11.8% | 0.17% | +11.8% |
| Q3 2015 | $5,017,000 | -9.2% | 36,723 | -0.3% | 0.15% | -1.3% |
| Q2 2015 | $5,525,000 | -1.6% | 36,842 | -0.2% | 0.15% | +0.7% |
| Q1 2015 | $5,612,000 | +8.0% | 36,926 | +2.9% | 0.15% | +2.7% |
| Q4 2014 | $5,196,000 | +14.1% | 35,880 | +7.7% | 0.15% | +10.4% |
| Q3 2014 | $4,555,000 | +0.0% | 33,312 | +4.7% | 0.14% | -1.5% |
| Q2 2014 | $4,553,000 | +43.4% | 31,821 | +37.7% | 0.14% | +44.2% |
| Q1 2014 | $3,176,000 | +8.8% | 23,103 | +5.9% | 0.10% | +2.2% |
| Q4 2013 | $2,918,000 | +11.6% | 21,808 | +3.5% | 0.09% | +1.1% |
| Q3 2013 | $2,615,000 | +13.0% | 21,065 | +5.1% | 0.09% | +3.4% |
| Q2 2013 | $2,314,000 | – | 20,036 | – | 0.09% | – |
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% |