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 | $125,670,405 | -5.3% | 503,992 | -0.7% | 2.02% | +0.2% |
| Q2 2023 | $132,658,217 | +3.0% | 507,336 | -1.5% | 2.01% | -2.3% |
| Q1 2023 | $128,822,893 | +91945.9% | 514,962 | -11.0% | 2.06% | -6.9% |
| Q4 2022 | $139,955 | -99.9% | 578,592 | -1.0% | 2.21% | +2.5% |
| Q3 2022 | $128,092,000 | -2.9% | 584,200 | +0.2% | 2.16% | +5.2% |
| Q2 2022 | $131,929,000 | -16.7% | 583,165 | -1.1% | 2.05% | -2.0% |
| Q1 2022 | $158,293,000 | -4.8% | 589,898 | +0.4% | 2.10% | -0.2% |
| Q4 2021 | $166,289,000 | +9.4% | 587,429 | +1.7% | 2.10% | -38.6% |
| Q3 2021 | $151,964,000 | -0.8% | 577,658 | +1.3% | 3.42% | -2.6% |
| Q2 2021 | $153,224,000 | +1.8% | 570,179 | -1.4% | 3.51% | -4.7% |
| Q1 2021 | $150,568,000 | +12.4% | 578,484 | -0.8% | 3.68% | +2.0% |
| Q4 2020 | $134,010,000 | +17.8% | 583,085 | -8.8% | 3.61% | +2.4% |
| Q3 2020 | $113,733,000 | 0.0% | 639,595 | 0.0% | 3.52% | 0.0% |
| Q2 2020 | $113,733,000 | +16.5% | 639,595 | -5.8% | 3.52% | +0.8% |
| Q1 2020 | $97,639,000 | -31.7% | 678,704 | -2.3% | 3.50% | -11.2% |
| Q4 2019 | $142,931,000 | +6.9% | 694,446 | +0.4% | 3.94% | +22.7% |
| Q3 2019 | $133,647,000 | -2.2% | 691,650 | -1.6% | 3.21% | -4.3% |
| Q2 2019 | $136,588,000 | +4.5% | 703,120 | +1.9% | 3.35% | -15.9% |
| Q1 2019 | $130,743,000 | +19.0% | 690,305 | +4.4% | 3.99% | +18.8% |
| Q4 2018 | $109,853,000 | -15.1% | 661,528 | +2.9% | 3.35% | -12.8% |
| Q3 2018 | $129,394,000 | +7.8% | 642,823 | +4.4% | 3.84% | +0.9% |
| Q2 2018 | $119,987,000 | +2.7% | 616,014 | -1.1% | 3.81% | +1.0% |
| Q1 2018 | $116,829,000 | -1.0% | 622,860 | +0.2% | 3.77% | -1.9% |
| Q4 2017 | $117,991,000 | +6.4% | 621,727 | +0.3% | 3.85% | +0.8% |
| Q3 2017 | $110,909,000 | +1.9% | 619,954 | -0.9% | 3.81% | +0.1% |
| Q2 2017 | $108,853,000 | +2.7% | 625,771 | +1.1% | 3.81% | +2.8% |
| Q1 2017 | $105,994,000 | +7.2% | 619,049 | +3.6% | 3.71% | +1.9% |
| Q4 2016 | $98,829,000 | +18.3% | 597,727 | +10.7% | 3.64% | +8.1% |
| Q3 2016 | $83,531,000 | +1.6% | 539,914 | -1.9% | 3.37% | -2.7% |
| Q2 2016 | $82,249,000 | +4.9% | 550,569 | +1.2% | 3.46% | +3.5% |
| Q1 2016 | $78,411,000 | -7.0% | 543,806 | -10.1% | 3.34% | -8.9% |
| Q4 2015 | $84,283,000 | – | 604,963 | – | 3.67% | – |
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% |