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 | $4,433,701,063 | +2.4% | 17,771,011 | +7.3% | 5.76% | +3.0% |
| Q2 2023 | $4,329,198,328 | +10.0% | 16,556,518 | +5.2% | 5.60% | +1.8% |
| Q1 2023 | $3,935,987,988 | +9.1% | 15,733,884 | +5.6% | 5.49% | +0.6% |
| Q4 2022 | $3,606,299,050 | +33.7% | 14,898,802 | +21.1% | 5.46% | +16.0% |
| Q3 2022 | $2,697,906,000 | +2.6% | 12,304,598 | +5.9% | 4.71% | +4.2% |
| Q2 2022 | $2,629,622,000 | -10.9% | 11,623,662 | +5.7% | 4.52% | -4.4% |
| Q1 2022 | $2,949,898,000 | +1.8% | 10,993,136 | +7.4% | 4.73% | -0.1% |
| Q4 2021 | $2,898,705,000 | +13.8% | 10,239,876 | +5.7% | 4.73% | +1.7% |
| Q3 2021 | $2,547,439,000 | +2.8% | 9,683,500 | +5.0% | 4.66% | -1.0% |
| Q2 2021 | $2,477,257,000 | -12.8% | 9,218,389 | -15.5% | 4.70% | -22.0% |
| Q1 2021 | $2,839,676,000 | +14.7% | 10,910,084 | +1.3% | 6.03% | +5.4% |
| Q4 2020 | $2,475,397,000 | +27.0% | 10,770,561 | +2.4% | 5.72% | +9.0% |
| Q3 2020 | $1,949,581,000 | +6.1% | 10,520,655 | +1.8% | 5.25% | -7.4% |
| Q2 2020 | $1,837,121,000 | +39.1% | 10,331,352 | +12.5% | 5.67% | +11.1% |
| Q1 2020 | $1,320,788,000 | -23.8% | 9,181,064 | +9.0% | 5.10% | -13.7% |
| Q4 2019 | $1,734,388,000 | +12.6% | 8,426,716 | +5.7% | 5.91% | +1.0% |
| Q3 2019 | $1,539,865,000 | +4.4% | 7,969,085 | +5.0% | 5.85% | -1.3% |
| Q2 2019 | $1,474,873,000 | +9.8% | 7,588,252 | +7.1% | 5.93% | +0.9% |
| Q1 2019 | $1,342,673,000 | +23.1% | 7,085,485 | +7.9% | 5.88% | +7.6% |
| Q4 2018 | $1,090,608,000 | -10.9% | 6,567,559 | +8.1% | 5.46% | -11.5% |
| Q3 2018 | $1,223,935,000 | +11.0% | 6,076,297 | +7.4% | 6.18% | +0.0% |
| Q2 2018 | $1,102,294,000 | +12.0% | 5,656,006 | +7.9% | 6.17% | +3.4% |
| Q1 2018 | $984,228,000 | +8.4% | 5,244,041 | +9.7% | 5.97% | +3.2% |
| Q4 2017 | $907,990,000 | +16.0% | 4,781,278 | +9.4% | 5.78% | +3.3% |
| Q3 2017 | $782,489,000 | +12.3% | 4,372,102 | +9.2% | 5.60% | +0.1% |
| Q2 2017 | $696,587,000 | +15.1% | 4,004,526 | +13.2% | 5.59% | +1.6% |
| Q1 2017 | $605,440,000 | +25.6% | 3,536,037 | +21.3% | 5.51% | +5.3% |
| Q4 2016 | $482,064,000 | +396.0% | 2,915,002 | +364.0% | 5.23% | -18.4% |
| Q3 2016 | $97,189,000 | -71.4% | 628,202 | -72.4% | 6.41% | +31.7% |
| Q2 2016 | $339,708,000 | +25.2% | 2,273,966 | +20.8% | 4.87% | +10.8% |
| Q1 2016 | $271,388,000 | +49.5% | 1,882,154 | +44.4% | 4.40% | +21.3% |
| Q4 2015 | $181,544,000 | +29.4% | 1,303,071 | +26.8% | 3.62% | +8.4% |
| Q3 2015 | $140,350,000 | +26.1% | 1,027,381 | +38.4% | 3.34% | +15.8% |
| Q2 2015 | $111,312,000 | +7.9% | 742,185 | +9.4% | 2.89% | +0.1% |
| Q1 2015 | $103,134,000 | +16.4% | 678,605 | +10.9% | 2.88% | +5.5% |
| Q4 2014 | $88,578,000 | +17.1% | 611,729 | +10.6% | 2.73% | +3.4% |
| Q3 2014 | $75,655,000 | +10.1% | 553,279 | +15.2% | 2.64% | -1.3% |
| Q2 2014 | $68,692,000 | +19.2% | 480,096 | +14.5% | 2.68% | +11.2% |
| Q1 2014 | $57,638,000 | +13.9% | 419,273 | +10.9% | 2.41% | +4.9% |
| Q4 2013 | $50,600,000 | +23.2% | 378,143 | +14.3% | 2.30% | +6.4% |
| Q3 2013 | $41,074,000 | +16.1% | 330,864 | +8.0% | 2.16% | +2.1% |
| Q2 2013 | $35,387,000 | – | 306,341 | – | 2.12% | – |
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% |