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 | $212 | -99.9% | 851 | -21.6% | 0.02% | -16.7% |
| Q2 2022 | $245,000 | -15.8% | 1,085 | 0.0% | 0.02% | -18.2% |
| Q1 2022 | $291,000 | -0.3% | 1,085 | +5.1% | 0.02% | +10.0% |
| Q4 2021 | $292,000 | +7.7% | 1,032 | +0.3% | 0.02% | 0.0% |
| Q3 2021 | $271,000 | -4.9% | 1,029 | -2.8% | 0.02% | -9.1% |
| Q2 2021 | $285,000 | +1.1% | 1,059 | -2.3% | 0.02% | -15.4% |
| Q1 2021 | $282,000 | +35.6% | 1,084 | +19.6% | 0.03% | +23.8% |
| Q4 2020 | $208,000 | -1.9% | 906 | -11.9% | 0.02% | -8.7% |
| Q4 2019 | $212,000 | -2.8% | 1,028 | -8.9% | 0.02% | -8.0% |
| Q3 2019 | $218,000 | -93.3% | 1,128 | -93.2% | 0.02% | -93.4% |
| Q2 2019 | $3,234,000 | +5.7% | 16,649 | +3.0% | 0.38% | +1.3% |
| Q1 2019 | $3,060,000 | +16.2% | 16,157 | +1.9% | 0.38% | +5.0% |
| Q4 2018 | $2,634,000 | -13.2% | 15,862 | +5.2% | 0.36% | -3.5% |
| Q3 2018 | $3,036,000 | +14.4% | 15,082 | +10.7% | 0.37% | +3.9% |
| Q2 2018 | $2,654,000 | +14.0% | 13,625 | +9.7% | 0.36% | +9.9% |
| Q1 2018 | $2,329,000 | +0.6% | 12,416 | +1.7% | 0.32% | +4.5% |
| Q4 2017 | $2,316,000 | +15.6% | 12,205 | +9.0% | 0.31% | +8.4% |
| Q3 2017 | $2,004,000 | +3.7% | 11,200 | +0.8% | 0.29% | +1.4% |
| Q2 2017 | $1,933,000 | +9.1% | 11,111 | +7.4% | 0.28% | +7.2% |
| Q1 2017 | $1,772,000 | +25.7% | 10,350 | +21.3% | 0.26% | +17.4% |
| Q4 2016 | $1,410,000 | +16.0% | 8,531 | +8.7% | 0.22% | +117.5% |
| Q3 2016 | $1,215,000 | +42.4% | 7,851 | +37.5% | 0.10% | -28.5% |
| Q2 2016 | $853,000 | +96.5% | 5,710 | +89.8% | 0.14% | +94.6% |
| Q1 2016 | $434,000 | – | 3,008 | – | 0.07% | – |
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% |