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 | $890,928 | -10.6% | 3,573 | -6.2% | 0.09% | -4.3% |
| Q2 2023 | $996,238 | +4.1% | 3,810 | -0.4% | 0.09% | +5.7% |
| Q1 2023 | $956,862 | +1.2% | 3,825 | -2.2% | 0.09% | 0.0% |
| Q4 2022 | $945,790 | +10.2% | 3,910 | 0.0% | 0.09% | +6.1% |
| Q3 2022 | $858,000 | -8.3% | 3,910 | -5.6% | 0.08% | -2.4% |
| Q2 2022 | $936,000 | -15.2% | 4,140 | +0.6% | 0.08% | -4.5% |
| Q1 2022 | $1,104,000 | +15.1% | 4,117 | +21.6% | 0.09% | +20.5% |
| Q4 2021 | $959,000 | +21.1% | 3,385 | +12.5% | 0.07% | +14.1% |
| Q3 2021 | $792,000 | +18.6% | 3,010 | +21.0% | 0.06% | +20.8% |
| Q2 2021 | $668,000 | -0.3% | 2,488 | -3.3% | 0.05% | -5.4% |
| Q1 2021 | $670,000 | +32.9% | 2,574 | +17.4% | 0.06% | +21.7% |
| Q4 2020 | $504,000 | +20.9% | 2,193 | -2.7% | 0.05% | +9.5% |
| Q3 2020 | $417,000 | -8.6% | 2,253 | -12.2% | 0.04% | -10.6% |
| Q2 2020 | $456,000 | -1.9% | 2,565 | -20.7% | 0.05% | -16.1% |
| Q1 2020 | $465,000 | -30.6% | 3,236 | -0.6% | 0.06% | -11.1% |
| Q4 2019 | $670,000 | +6.0% | 3,256 | -0.5% | 0.06% | +1.6% |
| Q3 2019 | $632,000 | -12.7% | 3,271 | -12.3% | 0.06% | -12.7% |
| Q2 2019 | $724,000 | +4.6% | 3,728 | +2.1% | 0.07% | +1.4% |
| Q1 2019 | $692,000 | +13.4% | 3,650 | -0.7% | 0.07% | +1.4% |
| Q4 2018 | $610,000 | -17.6% | 3,675 | 0.0% | 0.07% | -6.8% |
| Q3 2018 | $740,000 | +2.1% | 3,675 | -1.2% | 0.07% | -12.9% |
| Q2 2018 | $725,000 | +3.9% | 3,721 | 0.0% | 0.08% | +13.3% |
| Q1 2018 | $698,000 | +2.5% | 3,721 | +3.7% | 0.08% | 0.0% |
| Q4 2017 | $681,000 | +6.1% | 3,588 | 0.0% | 0.08% | +2.7% |
| Q3 2017 | $642,000 | -5.4% | 3,588 | -8.1% | 0.07% | -7.6% |
| Q2 2017 | $679,000 | +4.8% | 3,903 | +3.1% | 0.08% | +1.3% |
| Q1 2017 | $648,000 | +11.5% | 3,784 | +7.5% | 0.08% | +1.3% |
| Q4 2016 | $581,000 | +2.1% | 3,519 | -4.3% | 0.08% | +10.0% |
| Q3 2016 | $569,000 | -10.1% | 3,677 | -13.2% | 0.07% | -14.6% |
| Q2 2016 | $633,000 | +1.0% | 4,234 | -2.7% | 0.08% | -3.5% |
| Q1 2016 | $627,000 | -21.7% | 4,353 | -24.3% | 0.08% | -22.7% |
| Q4 2015 | $801,000 | -19.9% | 5,753 | -21.4% | 0.11% | -21.4% |
| Q3 2015 | $1,000,000 | -3.4% | 7,322 | +6.1% | 0.14% | +1.4% |
| Q2 2015 | $1,035,000 | -1.5% | 6,900 | -0.2% | 0.14% | -0.7% |
| Q1 2015 | $1,051,000 | -4.2% | 6,915 | -8.7% | 0.14% | -7.3% |
| Q4 2014 | $1,097,000 | +4.5% | 7,570 | -1.4% | 0.15% | +1.4% |
| Q3 2014 | $1,050,000 | -6.3% | 7,680 | -2.0% | 0.15% | +16.5% |
| Q2 2014 | $1,121,000 | +4.0% | 7,838 | -0.1% | 0.13% | +1.6% |
| Q1 2014 | $1,078,000 | -18.9% | 7,844 | -21.0% | 0.12% | -20.4% |
| Q4 2013 | $1,329,000 | +5.0% | 9,935 | -2.6% | 0.16% | 0.0% |
| Q3 2013 | $1,266,000 | +7.4% | 10,202 | 0.0% | 0.16% | +2.6% |
| Q2 2013 | $1,179,000 | – | 10,202 | – | 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% |