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 | $968,974 | -52.0% | 3,886 | -49.7% | 0.01% | -47.8% |
| Q2 2023 | $2,018,103 | +41.0% | 7,718 | +34.9% | 0.02% | +35.3% |
| Q1 2023 | $1,431,416 | -29.7% | 5,722 | -32.0% | 0.02% | -32.0% |
| Q4 2022 | $2,036,714 | +56.7% | 8,420 | +42.1% | 0.02% | +38.9% |
| Q3 2022 | $1,300,000 | +41.6% | 5,927 | +46.0% | 0.02% | +50.0% |
| Q2 2022 | $918,000 | -41.6% | 4,059 | -30.7% | 0.01% | -29.4% |
| Q1 2022 | $1,571,000 | -9.5% | 5,854 | -4.5% | 0.02% | -5.6% |
| Q4 2021 | $1,735,000 | +14.4% | 6,130 | +6.3% | 0.02% | +20.0% |
| Q3 2021 | $1,517,000 | -35.8% | 5,768 | -34.4% | 0.02% | -34.8% |
| Q2 2021 | $2,362,000 | -3.2% | 8,789 | -6.3% | 0.02% | -11.5% |
| Q1 2021 | $2,441,000 | +52.5% | 9,379 | +34.7% | 0.03% | +44.4% |
| Q4 2020 | $1,601,000 | -23.5% | 6,965 | -38.3% | 0.02% | -35.7% |
| Q3 2020 | $2,092,000 | -23.0% | 11,291 | -26.1% | 0.03% | -26.3% |
| Q2 2020 | $2,717,000 | +21.5% | 15,282 | -1.7% | 0.04% | +2.7% |
| Q1 2020 | $2,236,000 | +74.8% | 15,540 | +150.1% | 0.04% | +131.2% |
| Q4 2019 | $1,279,000 | +77.6% | 6,214 | +66.9% | 0.02% | +60.0% |
| Q3 2019 | $720,000 | -71.7% | 3,724 | -71.7% | 0.01% | -72.2% |
| Q2 2019 | $2,548,000 | +29.3% | 13,165 | +26.5% | 0.04% | +24.1% |
| Q1 2019 | $1,971,000 | +69.9% | 10,404 | +49.0% | 0.03% | +52.6% |
| Q4 2018 | $1,160,000 | -38.6% | 6,984 | -25.5% | 0.02% | -29.6% |
| Q3 2018 | $1,888,000 | -11.9% | 9,379 | -14.7% | 0.03% | -15.6% |
| Q2 2018 | $2,142,000 | +10.9% | 10,999 | +6.8% | 0.03% | +6.7% |
| Q1 2018 | $1,932,000 | +135.9% | 10,299 | +138.6% | 0.03% | +150.0% |
| Q4 2017 | $819,000 | -39.5% | 4,316 | -42.9% | 0.01% | -45.5% |
| Q3 2017 | $1,353,000 | +3.5% | 7,565 | +0.7% | 0.02% | -4.3% |
| Q2 2017 | $1,307,000 | -24.9% | 7,514 | -26.1% | 0.02% | -25.8% |
| Q1 2017 | $1,741,000 | +25.3% | 10,166 | +21.0% | 0.03% | +19.2% |
| Q4 2016 | $1,390,000 | -3.6% | 8,405 | -9.8% | 0.03% | -10.3% |
| Q3 2016 | $1,442,000 | -3.3% | 9,323 | -6.6% | 0.03% | -9.4% |
| Q2 2016 | $1,491,000 | -0.4% | 9,981 | -3.8% | 0.03% | -3.0% |
| Q1 2016 | $1,497,000 | -18.1% | 10,380 | -20.9% | 0.03% | -19.5% |
| Q4 2015 | $1,828,000 | +38.2% | 13,117 | +35.4% | 0.04% | +32.3% |
| Q3 2015 | $1,323,000 | +28.3% | 9,687 | +40.9% | 0.03% | +34.8% |
| Q2 2015 | $1,031,000 | -34.2% | 6,875 | -33.4% | 0.02% | -32.4% |
| Q1 2015 | $1,568,000 | +235.8% | 10,318 | +220.1% | 0.03% | +209.1% |
| Q4 2014 | $467,000 | +25.5% | 3,223 | +18.6% | 0.01% | +22.2% |
| Q3 2014 | $372,000 | +2.5% | 2,717 | +7.1% | 0.01% | 0.0% |
| Q2 2014 | $363,000 | – | 2,536 | – | 0.01% | – |
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% |