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 | $37,053,161 | -4.6% | 148,599 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $38,833,964 | +8.2% | 148,516 | +3.5% | 0.02% | +10.0% |
| Q1 2023 | $35,880,199 | +10.0% | 143,429 | +6.3% | 0.02% | -4.8% |
| Q4 2022 | $32,626,123 | -52.6% | 134,880 | -57.1% | 0.02% | -56.2% |
| Q3 2022 | $68,899,166 | -2.4% | 314,235 | +0.7% | 0.05% | -2.0% |
| Q2 2022 | $70,618,604 | -15.5% | 312,154 | +0.2% | 0.05% | -10.9% |
| Q1 2022 | $83,612,267 | -28.3% | 311,590 | -24.3% | 0.06% | -22.5% |
| Q4 2021 | $116,537,000 | -44.8% | 411,676 | -48.7% | 0.07% | -59.0% |
| Q3 2021 | $211,245,000 | -28.6% | 802,998 | -27.1% | 0.17% | -27.9% |
| Q2 2021 | $295,833,000 | +23.4% | 1,100,854 | +19.5% | 0.24% | +15.4% |
| Q1 2021 | $239,769,000 | +1218.9% | 921,196 | +920.0% | 0.21% | +994.7% |
| Q3 2018 | $18,179,000 | -24.2% | 90,312 | -26.6% | 0.02% | -26.9% |
| Q2 2018 | $23,971,000 | +14.8% | 123,069 | +10.5% | 0.03% | +13.0% |
| Q1 2018 | $20,884,000 | +44.5% | 111,342 | +46.2% | 0.02% | +43.8% |
| Q4 2017 | $14,455,000 | +19.8% | 76,167 | +12.9% | 0.02% | +14.3% |
| Q3 2017 | $12,069,000 | +19.9% | 67,459 | +16.6% | 0.01% | +16.7% |
| Q2 2017 | $10,066,000 | +59.0% | 57,868 | +56.5% | 0.01% | +50.0% |
| Q1 2017 | $6,331,000 | +34.0% | 36,975 | +29.4% | 0.01% | +14.3% |
| Q4 2016 | $4,725,000 | +24.2% | 28,579 | +16.3% | 0.01% | +16.7% |
| Q3 2016 | $3,803,000 | +6.0% | 24,583 | +2.4% | 0.01% | 0.0% |
| Q2 2016 | $3,587,000 | +21.6% | 24,012 | +17.2% | 0.01% | +100.0% |
| Q1 2016 | $2,951,000 | -49.2% | 20,485 | -50.8% | 0.00% | -50.0% |
| Q4 2015 | $5,804,000 | +108.8% | 41,661 | +104.7% | 0.01% | +100.0% |
| Q3 2015 | $2,780,000 | +0.8% | 20,348 | +10.6% | 0.00% | 0.0% |
| Q2 2015 | $2,758,000 | +8.1% | 18,390 | +9.6% | 0.00% | 0.0% |
| Q1 2015 | $2,551,000 | +13.6% | 16,784 | +8.3% | 0.00% | 0.0% |
| Q4 2014 | $2,245,000 | +22350.0% | 15,503 | +22047.1% | 0.00% | – |
| Q3 2014 | $10,000 | -9.1% | 70 | -12.5% | 0.00% | – |
| Q2 2014 | $11,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2014 | $11,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2013 | $11,000 | -90.4% | 80 | -92.0% | 0.00% | – |
| Q2 2013 | $115,000 | – | 998 | – | 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% |