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 | $21,606,177 | -5.4% | 86,650 | -0.8% | 1.72% | -1.7% |
| Q2 2023 | $22,836,356 | +1.9% | 87,335 | -2.5% | 1.75% | -1.8% |
| Q1 2023 | $22,414,336 | +0.7% | 89,600 | -2.7% | 1.78% | +0.3% |
| Q4 2022 | $22,266,700 | +8.7% | 92,053 | -1.4% | 1.78% | +0.8% |
| Q3 2022 | $20,477,000 | -3.0% | 93,389 | +0.1% | 1.76% | +4.4% |
| Q2 2022 | $21,116,000 | -13.7% | 93,339 | +2.3% | 1.69% | -23.0% |
| Q1 2022 | $24,476,000 | -4.1% | 91,215 | +1.2% | 2.20% | +1.3% |
| Q4 2021 | $25,515,000 | +9.1% | 90,135 | +1.4% | 2.17% | -1.0% |
| Q3 2021 | $23,382,000 | -2.2% | 88,881 | -0.1% | 2.19% | -1.6% |
| Q2 2021 | $23,919,000 | +1.2% | 89,011 | -2.0% | 2.22% | -3.3% |
| Q1 2021 | $23,631,000 | +14.9% | 90,788 | +1.5% | 2.30% | +11.6% |
| Q4 2020 | $20,563,000 | +28.7% | 89,467 | +3.8% | 2.06% | +16.6% |
| Q3 2020 | $15,979,000 | -0.1% | 86,230 | -4.1% | 1.77% | -4.4% |
| Q2 2020 | $15,989,000 | +14.8% | 89,919 | -7.1% | 1.85% | -1.6% |
| Q1 2020 | $13,927,000 | -29.8% | 96,809 | +0.4% | 1.88% | -13.5% |
| Q4 2019 | $19,852,000 | +3.7% | 96,453 | -2.6% | 2.17% | -2.3% |
| Q3 2019 | $19,136,000 | -2.0% | 99,030 | -1.5% | 2.22% | -2.2% |
| Q2 2019 | $19,533,000 | +2.6% | 100,552 | +0.1% | 2.27% | -0.4% |
| Q1 2019 | $19,032,000 | +11.5% | 100,486 | -2.2% | 2.28% | +0.5% |
| Q4 2018 | $17,070,000 | -18.7% | 102,797 | -1.4% | 2.27% | -4.7% |
| Q3 2018 | $20,994,000 | +2.8% | 104,300 | -0.5% | 2.38% | -3.2% |
| Q2 2018 | $20,417,000 | +3.6% | 104,818 | -0.3% | 2.46% | +1.9% |
| Q1 2018 | $19,715,000 | -1.3% | 105,109 | -0.2% | 2.42% | +3.8% |
| Q4 2017 | $19,984,000 | +6.6% | 105,299 | +0.5% | 2.33% | +2.6% |
| Q3 2017 | $18,750,000 | -4.2% | 104,810 | -6.9% | 2.27% | -3.4% |
| Q2 2017 | $19,580,000 | -2.1% | 112,562 | -3.6% | 2.35% | +0.6% |
| Q1 2017 | $19,992,000 | -12.5% | 116,761 | -15.5% | 2.34% | -7.4% |
| Q4 2016 | $22,856,000 | +7.9% | 138,236 | +0.9% | 2.52% | +5.1% |
| Q3 2016 | $21,187,000 | +2.2% | 136,943 | -1.3% | 2.40% | -0.4% |
| Q2 2016 | $20,723,000 | +3.5% | 138,722 | -0.1% | 2.41% | -1.4% |
| Q1 2016 | $20,026,000 | +3.2% | 138,883 | -0.3% | 2.44% | +0.2% |
| Q4 2015 | $19,407,000 | +1.3% | 139,298 | -0.6% | 2.44% | -4.0% |
| Q3 2015 | $19,149,000 | -8.6% | 140,173 | +0.4% | 2.54% | -0.2% |
| Q2 2015 | $20,940,000 | -1.5% | 139,620 | -0.1% | 2.54% | -1.2% |
| Q1 2015 | $21,249,000 | +6.6% | 139,820 | +1.6% | 2.58% | +3.5% |
| Q4 2014 | $19,927,000 | +6.8% | 137,618 | +0.8% | 2.49% | +3.9% |
| Q3 2014 | $18,665,000 | -6.0% | 136,497 | -1.7% | 2.40% | -3.7% |
| Q2 2014 | $19,860,000 | +2.8% | 138,805 | -1.2% | 2.49% | +0.2% |
| Q1 2014 | $19,322,000 | +2.9% | 140,556 | +0.2% | 2.48% | +1.8% |
| Q4 2013 | $18,769,000 | +7.9% | 140,269 | +0.1% | 2.44% | -0.0% |
| Q3 2013 | $17,398,000 | +5.5% | 140,153 | -1.8% | 2.44% | +2.2% |
| Q2 2013 | $16,491,000 | +3.3% | 142,785 | +2.9% | 2.39% | -2.1% |
| Q1 2013 | $15,967,000 | – | 138,754 | – | 2.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |