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 | $125,718,491 | -8.0% | 504,185 | -3.5% | 1.53% | -0.6% |
| Q2 2023 | $136,656,729 | +4.9% | 522,628 | +0.4% | 1.54% | -0.9% |
| Q1 2023 | $130,237,443 | +5.4% | 520,617 | +1.9% | 1.56% | +2.3% |
| Q4 2022 | $123,568,279 | +11.4% | 510,845 | +1.0% | 1.52% | +0.1% |
| Q3 2022 | $110,936,000 | -1.0% | 505,955 | +2.1% | 1.52% | +4.0% |
| Q2 2022 | $112,070,000 | -13.2% | 495,382 | +2.9% | 1.46% | -2.1% |
| Q1 2022 | $129,134,000 | +19.2% | 481,233 | +25.8% | 1.49% | +26.4% |
| Q4 2021 | $108,317,000 | +7.3% | 382,639 | -0.3% | 1.18% | -2.3% |
| Q3 2021 | $100,968,000 | -60.1% | 383,808 | -35.8% | 1.21% | -18.9% |
| Q2 2021 | $253,162,000 | +108.6% | 597,616 | +28.2% | 1.49% | -4.1% |
| Q1 2021 | $121,356,000 | +16.5% | 466,250 | +2.8% | 1.55% | +5.5% |
| Q4 2020 | $104,211,000 | +23.6% | 453,428 | -0.3% | 1.47% | +9.5% |
| Q3 2020 | $84,286,000 | +3.8% | 454,840 | -0.4% | 1.34% | -3.5% |
| Q2 2020 | $81,227,000 | +22.6% | 456,791 | -0.8% | 1.39% | +3.5% |
| Q1 2020 | $66,274,000 | -29.9% | 460,687 | +0.2% | 1.35% | -12.1% |
| Q4 2019 | $94,587,000 | +7.6% | 459,561 | +1.0% | 1.53% | -0.7% |
| Q3 2019 | $87,903,000 | -0.9% | 454,913 | -0.4% | 1.54% | -3.0% |
| Q2 2019 | $88,705,000 | +4.2% | 456,632 | +1.5% | 1.59% | +0.6% |
| Q1 2019 | $85,167,000 | +16.8% | 449,669 | +2.4% | 1.58% | +1.9% |
| Q4 2018 | $72,894,000 | -17.9% | 438,962 | -0.4% | 1.55% | -5.3% |
| Q3 2018 | $88,757,000 | +3.8% | 440,939 | +0.5% | 1.64% | -3.0% |
| Q2 2018 | $85,468,000 | +3.2% | 438,790 | -0.6% | 1.69% | +1.9% |
| Q1 2018 | $82,782,000 | -19.8% | 441,339 | -18.9% | 1.66% | -18.3% |
| Q4 2017 | $103,269,000 | +9.6% | 544,151 | +3.3% | 2.03% | +3.0% |
| Q3 2017 | $94,252,000 | +6.2% | 526,842 | +3.3% | 1.97% | +1.7% |
| Q2 2017 | $88,758,000 | +3.7% | 510,249 | +2.0% | 1.94% | -0.9% |
| Q1 2017 | $85,612,000 | +5.3% | 500,014 | +1.7% | 1.95% | -0.8% |
| Q4 2016 | $81,273,000 | +8.5% | 491,552 | +1.5% | 1.97% | +5.5% |
| Q3 2016 | $74,888,000 | +3.7% | 484,055 | +0.1% | 1.87% | +2.9% |
| Q2 2016 | $72,229,000 | +4.5% | 483,493 | +0.9% | 1.81% | +0.8% |
| Q1 2016 | $69,097,000 | +6.4% | 479,209 | +2.8% | 1.80% | +3.0% |
| Q4 2015 | $64,931,000 | +7.9% | 466,057 | +5.8% | 1.75% | 0.0% |
| Q3 2015 | $60,161,000 | -5.5% | 440,385 | +3.8% | 1.75% | -0.1% |
| Q2 2015 | $63,658,000 | +21.7% | 424,445 | +23.4% | 1.75% | +21.0% |
| Q1 2015 | $52,290,000 | +6.3% | 344,061 | +1.3% | 1.45% | +4.9% |
| Q4 2014 | $49,191,000 | +8.0% | 339,715 | +2.0% | 1.38% | +1.3% |
| Q3 2014 | $45,542,000 | -2.7% | 333,056 | +1.8% | 1.36% | -0.9% |
| Q2 2014 | $46,792,000 | +5.8% | 327,032 | +1.7% | 1.37% | +0.5% |
| Q1 2014 | $44,209,000 | +0.5% | 321,591 | -2.2% | 1.37% | +10.6% |
| Q4 2013 | $43,986,000 | +22.3% | 328,718 | +5.5% | 1.24% | +4.2% |
| Q2 2013 | $35,978,000 | – | 311,497 | – | 1.18% | – |
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% |