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 | $19,640,540 | -1.1% | 78,767 | +3.7% | 0.08% | +2.7% |
| Q2 2023 | $19,863,320 | +6.1% | 75,965 | +1.5% | 0.07% | -2.7% |
| Q1 2023 | $18,714,882 | +5.6% | 74,812 | +2.1% | 0.08% | -2.6% |
| Q4 2022 | $17,727,796 | +29.0% | 73,289 | +17.0% | 0.08% | +22.2% |
| Q3 2022 | $13,739,000 | +41.8% | 62,662 | +46.3% | 0.06% | +46.5% |
| Q2 2022 | $9,691,000 | -9.7% | 42,836 | +7.1% | 0.04% | +13.2% |
| Q1 2022 | $10,737,000 | +5.2% | 40,013 | +11.0% | 0.04% | +18.8% |
| Q4 2021 | $10,208,000 | +25.6% | 36,060 | +16.7% | 0.03% | +14.3% |
| Q3 2021 | $8,130,000 | -1.2% | 30,903 | +0.9% | 0.03% | -3.4% |
| Q2 2021 | $8,230,000 | +0.5% | 30,624 | -2.6% | 0.03% | -6.5% |
| Q1 2021 | $8,187,000 | +2.1% | 31,454 | -9.8% | 0.03% | +6.9% |
| Q4 2020 | $8,015,000 | +25.2% | 34,873 | +1.0% | 0.03% | +7.4% |
| Q3 2020 | $6,400,000 | +1.3% | 34,536 | -2.8% | 0.03% | -10.0% |
| Q2 2020 | $6,318,000 | +17.5% | 35,528 | -5.0% | 0.03% | -11.8% |
| Q1 2020 | $5,379,000 | -32.7% | 37,391 | -3.8% | 0.03% | -17.1% |
| Q4 2019 | $7,998,000 | +8.1% | 38,857 | +1.5% | 0.04% | -4.7% |
| Q3 2019 | $7,397,000 | -1.8% | 38,281 | -1.3% | 0.04% | 0.0% |
| Q2 2019 | $7,533,000 | +15.6% | 38,778 | +12.7% | 0.04% | +7.5% |
| Q1 2019 | $6,519,000 | +41.4% | 34,419 | +24.0% | 0.04% | +17.6% |
| Q4 2018 | $4,610,000 | -8.3% | 27,762 | +11.1% | 0.03% | +9.7% |
| Q3 2018 | $5,029,000 | +19.1% | 24,986 | +15.3% | 0.03% | +6.9% |
| Q2 2018 | $4,223,000 | +14.0% | 21,678 | +9.8% | 0.03% | +11.5% |
| Q1 2018 | $3,704,000 | +11.9% | 19,749 | +13.2% | 0.03% | +18.2% |
| Q4 2017 | $3,311,000 | +2.3% | 17,449 | -3.6% | 0.02% | -8.3% |
| Q3 2017 | $3,238,000 | +11.1% | 18,098 | +8.0% | 0.02% | +9.1% |
| Q2 2017 | $2,915,000 | +3.1% | 16,755 | +1.9% | 0.02% | -4.3% |
| Q1 2017 | $2,828,000 | +1.4% | 16,445 | -2.5% | 0.02% | -8.0% |
| Q4 2016 | $2,789,000 | +14.1% | 16,870 | +6.8% | 0.02% | +13.6% |
| Q3 2016 | $2,444,000 | -6.7% | 15,799 | -9.9% | 0.02% | -8.3% |
| Q2 2016 | $2,620,000 | +7.1% | 17,536 | +3.3% | 0.02% | +4.3% |
| Q1 2016 | $2,446,000 | +21.0% | 16,969 | +17.0% | 0.02% | +21.1% |
| Q4 2015 | $2,021,000 | +6.1% | 14,503 | +4.0% | 0.02% | +18.8% |
| Q3 2015 | $1,904,000 | -15.0% | 13,946 | -6.6% | 0.02% | +433.3% |
| Q2 2015 | $2,239,000 | +5.4% | 14,928 | +6.8% | 0.00% | 0.0% |
| Q1 2015 | $2,124,000 | +3.1% | 13,982 | -1.8% | 0.00% | 0.0% |
| Q4 2014 | $2,061,000 | +21.1% | 14,237 | +14.3% | 0.00% | 0.0% |
| Q3 2014 | $1,702,000 | +0.9% | 12,453 | +5.6% | 0.00% | 0.0% |
| Q2 2014 | $1,686,000 | -3.9% | 11,789 | -7.6% | 0.00% | 0.0% |
| Q1 2014 | $1,754,000 | +4.2% | 12,761 | +1.5% | 0.00% | 0.0% |
| Q4 2013 | $1,683,000 | +0.4% | 12,577 | -6.9% | 0.00% | 0.0% |
| Q3 2013 | $1,677,000 | +8.5% | 13,513 | +1.0% | 0.00% | 0.0% |
| Q2 2013 | $1,545,000 | – | 13,384 | – | 0.00% | – |
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% |