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 | $1,171,197 | -5.7% | 4,697 | -1.2% | 0.10% | 0.0% |
| Q2 2023 | $1,242,553 | +1.0% | 4,752 | -3.4% | 0.10% | -9.2% |
| Q1 2023 | $1,230,287 | +37.1% | 4,918 | +32.6% | 0.11% | +21.1% |
| Q4 2022 | $897,170 | +4.0% | 3,709 | -5.7% | 0.09% | 0.0% |
| Q3 2022 | $863,000 | -3.0% | 3,934 | 0.0% | 0.09% | +2.3% |
| Q2 2022 | $890,000 | -16.9% | 3,934 | -1.5% | 0.09% | +3.5% |
| Q1 2022 | $1,071,000 | -5.2% | 3,993 | 0.0% | 0.08% | +4.9% |
| Q4 2021 | $1,130,000 | +8.3% | 3,993 | +0.7% | 0.08% | -4.7% |
| Q3 2021 | $1,043,000 | -2.2% | 3,965 | 0.0% | 0.08% | -5.6% |
| Q2 2021 | $1,066,000 | +4.2% | 3,965 | +0.9% | 0.09% | -8.2% |
| Q1 2021 | $1,023,000 | +15.2% | 3,930 | +1.7% | 0.10% | +11.4% |
| Q4 2020 | $888,000 | +15.0% | 3,865 | -7.2% | 0.09% | +6.0% |
| Q3 2020 | $772,000 | -2.3% | 4,165 | -6.2% | 0.08% | -12.6% |
| Q2 2020 | $790,000 | -87.7% | 4,440 | -90.0% | 0.10% | -89.6% |
| Q1 2020 | $6,411,000 | -31.9% | 44,565 | -2.5% | 0.91% | -19.2% |
| Q4 2019 | $9,409,000 | +7.0% | 45,715 | +0.5% | 1.13% | +1.4% |
| Q3 2019 | $8,792,000 | +1.5% | 45,500 | +2.0% | 1.11% | -1.4% |
| Q2 2019 | $8,664,000 | -7.0% | 44,600 | -9.3% | 1.13% | -10.5% |
| Q1 2019 | $9,318,000 | +19.9% | 49,195 | +5.1% | 1.26% | +4.5% |
| Q4 2018 | $7,770,000 | -16.1% | 46,791 | +1.7% | 1.21% | -3.1% |
| Q3 2018 | $9,260,000 | +4.1% | 46,001 | +0.8% | 1.24% | -5.5% |
| Q2 2018 | $8,893,000 | +4.7% | 45,655 | +0.8% | 1.32% | -0.3% |
| Q1 2018 | $8,493,000 | -0.3% | 45,280 | +0.8% | 1.32% | -1.0% |
| Q4 2017 | $8,521,000 | +8.0% | 44,900 | +1.8% | 1.33% | +1.6% |
| Q3 2017 | $7,889,000 | +10.0% | 44,100 | +7.0% | 1.31% | +6.7% |
| Q2 2017 | $7,169,000 | +14.3% | 41,215 | +12.5% | 1.23% | +13.7% |
| Q1 2017 | $6,274,000 | +130.8% | 36,645 | +122.9% | 1.08% | +119.5% |
| Q4 2016 | $2,718,000 | +12.7% | 16,438 | +5.5% | 0.49% | +11.5% |
| Q3 2016 | $2,412,000 | +3.6% | 15,588 | 0.0% | 0.44% | +2.6% |
| Q2 2016 | $2,329,000 | +3.6% | 15,588 | 0.0% | 0.43% | +3.4% |
| Q1 2016 | $2,248,000 | +2.5% | 15,588 | +891.0% | 0.42% | +1.5% |
| Q4 2015 | $2,193,000 | -2.4% | 1,573 | -90.4% | 0.41% | -7.4% |
| Q3 2015 | $2,247,000 | -11.6% | 16,450 | -2.9% | 0.44% | -7.7% |
| Q2 2015 | $2,542,000 | -3.3% | 16,950 | -2.0% | 0.48% | -2.4% |
| Q1 2015 | $2,629,000 | +1.0% | 17,300 | -3.8% | 0.49% | 0.0% |
| Q4 2014 | $2,603,000 | +5.6% | 17,975 | -0.3% | 0.49% | -0.8% |
| Q3 2014 | $2,465,000 | -4.9% | 18,025 | -0.6% | 0.50% | -4.4% |
| Q2 2014 | $2,593,000 | +2.1% | 18,125 | -1.9% | 0.52% | -1.7% |
| Q1 2014 | $2,540,000 | +1.6% | 18,475 | -1.1% | 0.53% | 0.0% |
| Q4 2013 | $2,499,000 | +1.2% | 18,675 | -6.1% | 0.53% | -6.5% |
| Q3 2013 | $2,470,000 | +6.3% | 19,895 | -1.1% | 0.57% | +0.4% |
| Q2 2013 | $2,323,000 | – | 20,115 | – | 0.56% | – |
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% |