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 | $2,674,279 | -2.6% | 10,725 | +2.1% | 0.06% | +1.6% |
| Q2 2023 | $2,745,803 | +3.2% | 10,501 | -1.3% | 0.06% | -3.1% |
| Q1 2023 | $2,661,203 | +1.3% | 10,638 | -2.0% | 0.06% | -1.5% |
| Q4 2022 | $2,626,200 | +6.8% | 10,857 | -3.2% | 0.06% | -4.4% |
| Q3 2022 | $2,459,000 | -3.1% | 11,213 | 0.0% | 0.07% | +4.6% |
| Q2 2022 | $2,537,000 | -15.3% | 11,213 | +0.4% | 0.06% | -4.4% |
| Q1 2022 | $2,995,000 | -4.6% | 11,163 | +0.6% | 0.07% | 0.0% |
| Q4 2021 | $3,140,000 | +7.9% | 11,094 | +0.3% | 0.07% | -4.2% |
| Q3 2021 | $2,909,000 | -6.0% | 11,059 | -4.0% | 0.07% | -5.3% |
| Q2 2021 | $3,096,000 | +2.1% | 11,519 | -1.2% | 0.08% | -7.4% |
| Q1 2021 | $3,033,000 | +61.8% | 11,654 | +42.8% | 0.08% | +55.8% |
| Q4 2020 | $1,875,000 | +20.0% | 8,159 | -3.2% | 0.05% | +8.3% |
| Q3 2020 | $1,562,000 | -12.3% | 8,429 | -15.8% | 0.05% | -20.0% |
| Q2 2020 | $1,781,000 | +66.3% | 10,015 | +34.5% | 0.06% | +42.9% |
| Q1 2020 | $1,071,000 | -38.1% | 7,445 | -11.4% | 0.04% | -25.0% |
| Q4 2019 | $1,730,000 | -0.6% | 8,404 | -6.7% | 0.06% | -8.2% |
| Q3 2019 | $1,741,000 | +22.2% | 9,009 | +22.9% | 0.06% | +19.6% |
| Q2 2019 | $1,425,000 | +1775.0% | 7,333 | +1494.1% | 0.05% | -77.1% |
| Q4 2018 | $76,000 | -94.1% | 460 | -92.9% | 0.22% | +284.5% |
| Q3 2018 | $1,296,000 | +3.3% | 6,440 | 0.0% | 0.06% | +7.4% |
| Q2 2018 | $1,254,000 | +45.6% | 6,440 | +40.4% | 0.05% | +50.0% |
| Q1 2018 | $861,000 | +10.0% | 4,587 | +11.1% | 0.04% | +16.1% |
| Q4 2017 | $783,000 | +7.7% | 4,127 | +1.5% | 0.03% | 0.0% |
| Q3 2017 | $727,000 | -7.0% | 4,065 | -9.5% | 0.03% | -11.4% |
| Q2 2017 | $782,000 | +10.6% | 4,494 | +8.9% | 0.04% | +9.4% |
| Q1 2017 | $707,000 | -25.7% | 4,127 | -28.3% | 0.03% | -28.9% |
| Q4 2016 | $952,000 | +99.2% | 5,759 | +86.5% | 0.04% | +95.7% |
| Q3 2016 | $478,000 | +4.4% | 3,088 | +0.6% | 0.02% | 0.0% |
| Q2 2016 | $458,000 | +10.6% | 3,070 | +6.9% | 0.02% | +4.5% |
| Q1 2016 | $414,000 | – | 2,873 | – | 0.02% | – |
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% |