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 | $310,205,136 | -1.8% | 1,202,159 | -0.3% | 0.11% | -1.8% |
| Q2 2023 | $315,834,729 | +14.5% | 1,205,614 | +5.9% | 0.11% | -9.2% |
| Q4 2022 | $275,827,362 | +6.6% | 1,138,654 | +4.8% | 0.12% | +7.1% |
| Q3 2022 | $258,720,000 | +8.7% | 1,086,286 | +5.9% | 0.11% | +1.8% |
| Q2 2022 | $237,964,000 | -12.5% | 1,025,351 | +2.9% | 0.11% | -16.7% |
| Q1 2022 | $272,070,000 | -1.3% | 996,551 | +2.6% | 0.13% | -9.6% |
| Q4 2021 | $275,615,000 | +14.2% | 971,160 | +7.6% | 0.15% | +32.7% |
| Q3 2021 | $241,399,000 | +1.4% | 902,766 | +3.0% | 0.11% | -6.8% |
| Q2 2021 | $237,973,000 | +6495.7% | 876,607 | +6341.4% | 0.12% | +5800.0% |
| Q1 2021 | $3,608,000 | -83.7% | 13,609 | -85.2% | 0.00% | -86.7% |
| Q4 2020 | $22,137,000 | +26.6% | 91,727 | +1.3% | 0.02% | 0.0% |
| Q3 2020 | $17,482,000 | -22.4% | 90,551 | -29.9% | 0.02% | -28.6% |
| Q2 2020 | $22,527,000 | -19.1% | 129,144 | -36.6% | 0.02% | -34.4% |
| Q1 2020 | $27,860,000 | -34.7% | 203,539 | -1.9% | 0.03% | 0.0% |
| Q4 2019 | $42,688,000 | +1548.8% | 207,400 | +1448.3% | 0.03% | +1500.0% |
| Q3 2019 | $2,589,000 | -98.8% | 13,395 | -98.8% | 0.00% | -98.9% |
| Q2 2019 | $216,104,000 | +18.2% | 1,112,445 | +15.2% | 0.18% | +15.9% |
| Q1 2019 | $182,841,000 | +17.1% | 965,364 | +2.6% | 0.16% | +6.1% |
| Q4 2018 | $156,178,000 | -33.7% | 940,492 | -19.7% | 0.15% | -20.0% |
| Q3 2018 | $235,732,000 | +10.9% | 1,171,101 | +7.3% | 0.18% | +5.1% |
| Q2 2018 | $212,658,000 | +12.5% | 1,091,779 | +8.4% | 0.18% | +4.1% |
| Q1 2018 | $188,956,000 | +11.5% | 1,007,387 | +12.8% | 0.17% | +15.0% |
| Q4 2017 | $169,501,000 | +0.7% | 893,143 | -5.1% | 0.15% | -4.5% |
| Q3 2017 | $168,357,000 | -6.4% | 941,064 | -9.0% | 0.15% | -11.0% |
| Q2 2017 | $179,879,000 | +4.1% | 1,034,083 | +2.5% | 0.17% | +5.5% |
| Q1 2017 | $172,798,000 | +10.4% | 1,009,226 | +4.8% | 0.16% | -0.6% |
| Q4 2016 | $156,560,000 | +21.4% | 963,324 | +15.6% | 0.16% | +17.0% |
| Q3 2016 | $128,913,000 | +60.3% | 833,253 | +54.7% | 0.14% | +53.3% |
| Q2 2016 | $80,441,000 | +31.8% | 538,463 | +27.2% | 0.09% | +41.5% |
| Q1 2016 | $61,054,000 | +2.9% | 423,426 | -0.5% | 0.06% | -8.5% |
| Q4 2015 | $59,315,000 | +5.1% | 425,747 | +3.1% | 0.07% | -9.0% |
| Q3 2015 | $56,413,000 | -14.5% | 412,953 | -6.1% | 0.08% | +1.3% |
| Q2 2015 | $65,981,000 | -10.3% | 439,933 | -9.1% | 0.08% | -9.4% |
| Q1 2015 | $73,560,000 | +11.4% | 484,011 | +6.1% | 0.08% | +13.3% |
| Q4 2014 | $66,043,000 | +9.1% | 456,093 | +3.0% | 0.08% | +8.7% |
| Q3 2014 | $60,540,000 | -7.9% | 442,736 | -3.6% | 0.07% | -5.5% |
| Q2 2014 | $65,714,000 | -9.0% | 459,291 | -12.5% | 0.07% | -21.5% |
| Q1 2014 | $72,183,000 | -2.7% | 525,089 | -5.3% | 0.09% | -8.8% |
| Q4 2013 | $74,180,000 | -5.5% | 554,373 | -12.4% | 0.10% | -16.4% |
| Q3 2013 | $78,537,000 | +11.6% | 632,653 | +3.9% | 0.12% | -2.4% |
| Q2 2013 | $70,359,000 | – | 609,162 | – | 0.12% | – |
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% |