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 | $3,141,810 | -5.1% | 12,600 | -0.5% | 0.24% | -2.1% |
| Q2 2023 | $3,311,383 | +2.1% | 12,664 | -2.3% | 0.24% | -2.0% |
| Q1 2023 | $3,243,324 | +100250.4% | 12,965 | -3.0% | 0.25% | -2.4% |
| Q4 2022 | $3,232 | -99.9% | 13,360 | +2.0% | 0.25% | +5.9% |
| Q3 2022 | $2,872,000 | -2.5% | 13,097 | +0.6% | 0.24% | +4.8% |
| Q2 2022 | $2,946,000 | -13.1% | 13,022 | +3.1% | 0.23% | -0.9% |
| Q1 2022 | $3,391,000 | -2.3% | 12,636 | +3.1% | 0.23% | +3.2% |
| Q4 2021 | $3,470,000 | +12.2% | 12,258 | +4.3% | 0.22% | +3.3% |
| Q3 2021 | $3,093,000 | +1.7% | 11,757 | +3.9% | 0.22% | +1.4% |
| Q2 2021 | $3,041,000 | -42.6% | 11,317 | -44.4% | 0.21% | -46.6% |
| Q1 2021 | $5,295,000 | +17.8% | 20,347 | +4.0% | 0.40% | +10.9% |
| Q4 2020 | $4,494,000 | +24.8% | 19,556 | +0.7% | 0.36% | +12.2% |
| Q3 2020 | $3,600,000 | +343.9% | 19,429 | +325.5% | 0.32% | +314.3% |
| Q2 2020 | $811,000 | -87.6% | 4,566 | -90.0% | 0.08% | -89.3% |
| Q1 2020 | $6,560,000 | +560.6% | 45,606 | +845.0% | 0.72% | +692.3% |
| Q4 2019 | $993,000 | +13.7% | 4,826 | +6.7% | 0.09% | +5.8% |
| Q3 2019 | $873,000 | -0.6% | 4,522 | 0.0% | 0.09% | -2.3% |
| Q2 2019 | $878,000 | +2.6% | 4,522 | 0.0% | 0.09% | +2.3% |
| Q1 2019 | $856,000 | +14.1% | 4,522 | 0.0% | 0.09% | +1.2% |
| Q4 2018 | $750,000 | -27.8% | 4,522 | -12.4% | 0.08% | -17.5% |
| Q3 2018 | $1,039,000 | +3.4% | 5,162 | 0.0% | 0.10% | -3.7% |
| Q2 2018 | $1,005,000 | +3.5% | 5,162 | -0.3% | 0.11% | +0.9% |
| Q1 2018 | $971,000 | +8.5% | 5,177 | +9.7% | 0.11% | +1.9% |
| Q4 2017 | $895,000 | +5.0% | 4,718 | -1.0% | 0.10% | -1.9% |
| Q3 2017 | $852,000 | +2.8% | 4,768 | 0.0% | 0.11% | +1.9% |
| Q2 2017 | $829,000 | +16.6% | 4,768 | +14.8% | 0.10% | +13.0% |
| Q1 2017 | $711,000 | +24.1% | 4,153 | +19.9% | 0.09% | +19.5% |
| Q4 2016 | $573,000 | -43.4% | 3,463 | -48.9% | 0.08% | +10.0% |
| Q3 2016 | $1,013,000 | +101.0% | 6,780 | +101.0% | 0.07% | +1.4% |
| Q2 2016 | $504,000 | +2.6% | 3,373 | -1.0% | 0.07% | 0.0% |
| Q1 2016 | $491,000 | +3.4% | 3,407 | 0.0% | 0.07% | +1.5% |
| Q4 2015 | $475,000 | – | 3,407 | – | 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% |