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 | $74,024 | -10.2% | 296,864 | -5.8% | 0.16% | -6.9% |
| Q2 2023 | $82,395 | +4.6% | 315,105 | +0.0% | 0.18% | -6.4% |
| Q1 2023 | $78,791 | +13.0% | 314,959 | +9.3% | 0.19% | +10.0% |
| Q4 2022 | $69,731 | -99.9% | 288,274 | -0.1% | 0.17% | +3.0% |
| Q3 2022 | $63,274,000 | -1.1% | 288,576 | +2.0% | 0.16% | +3.1% |
| Q2 2022 | $63,986,000 | -9.5% | 282,838 | +7.3% | 0.16% | +8.1% |
| Q1 2022 | $70,718,000 | -2.2% | 263,540 | +3.2% | 0.15% | +2.1% |
| Q4 2021 | $72,304,000 | +12.9% | 255,419 | +4.9% | 0.14% | +5.8% |
| Q3 2021 | $64,048,000 | -4.1% | 243,462 | -2.1% | 0.14% | -5.5% |
| Q2 2021 | $66,811,000 | +6.7% | 248,621 | +3.3% | 0.14% | -3.3% |
| Q1 2021 | $62,626,000 | +17.7% | 240,611 | +4.0% | 0.15% | +7.1% |
| Q4 2020 | $53,195,000 | +21.9% | 231,456 | -1.7% | 0.14% | +8.5% |
| Q3 2020 | $43,640,000 | +6.8% | 235,500 | +2.5% | 0.13% | 0.0% |
| Q2 2020 | $40,852,000 | +26.9% | 229,740 | +2.7% | 0.13% | -0.8% |
| Q1 2020 | $32,187,000 | -36.8% | 223,745 | -9.6% | 0.13% | -21.2% |
| Q4 2019 | $50,964,000 | +9.4% | 247,610 | +2.7% | 0.16% | -0.6% |
| Q3 2019 | $46,582,000 | -3.9% | 241,073 | -3.3% | 0.17% | +1.8% |
| Q2 2019 | $48,450,000 | +4.0% | 249,411 | +1.4% | 0.16% | -8.9% |
| Q1 2019 | $46,580,000 | +13.4% | 245,934 | -0.6% | 0.18% | 0.0% |
| Q4 2018 | $41,075,000 | -30.5% | 247,354 | -15.8% | 0.18% | -18.6% |
| Q3 2018 | $59,121,000 | -1.6% | 293,710 | -4.8% | 0.22% | -5.6% |
| Q2 2018 | $60,084,000 | +4.9% | 308,472 | +1.0% | 0.23% | +4.5% |
| Q1 2018 | $57,282,000 | -8.7% | 305,385 | -7.7% | 0.22% | -8.6% |
| Q4 2017 | $62,757,000 | +15.5% | 330,684 | +8.9% | 0.24% | +12.4% |
| Q3 2017 | $54,324,000 | +15.0% | 303,659 | +11.8% | 0.22% | +14.2% |
| Q2 2017 | $47,256,000 | +40.6% | 271,666 | +38.4% | 0.19% | +35.7% |
| Q1 2017 | $33,620,000 | +27.5% | 196,354 | +23.1% | 0.14% | +15.7% |
| Q4 2016 | $26,365,000 | +10.7% | 159,456 | +3.5% | 0.12% | +0.8% |
| Q3 2016 | $23,826,000 | +11.1% | 154,004 | +7.3% | 0.12% | +1.7% |
| Q2 2016 | $21,451,000 | +18.4% | 143,590 | +14.2% | 0.12% | +15.7% |
| Q1 2016 | $18,125,000 | -6.3% | 125,705 | -9.5% | 0.10% | -5.6% |
| Q4 2015 | $19,350,000 | +83.9% | 138,889 | +80.3% | 0.11% | +80.0% |
| Q3 2015 | $10,523,000 | -3.0% | 77,028 | +6.5% | 0.06% | +5.3% |
| Q2 2015 | $10,846,000 | +7.9% | 72,316 | +9.4% | 0.06% | +11.8% |
| Q1 2015 | $10,050,000 | +1906.0% | 66,132 | +1811.3% | 0.05% | +1600.0% |
| Q4 2014 | $501,000 | +12.8% | 3,460 | +6.5% | 0.00% | +200.0% |
| Q3 2014 | $444,000 | +130.1% | 3,250 | +141.3% | 0.00% | 0.0% |
| Q2 2014 | $193,000 | -57.7% | 1,347 | -59.5% | 0.00% | -66.7% |
| Q1 2014 | $456,000 | +71.4% | 3,323 | +66.6% | 0.00% | +50.0% |
| Q4 2013 | $266,000 | +401.9% | 1,994 | +369.2% | 0.00% | – |
| Q3 2013 | $53,000 | +76.7% | 425 | +66.0% | 0.00% | – |
| Q2 2013 | $30,000 | – | 256 | – | 0.00% | – |
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% |