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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $39,225,000 | +5.3% | 190,578 | -1.2% | 0.04% | +2.3% |
| Q3 2019 | $37,261,000 | +2.0% | 192,833 | +2.5% | 0.04% | +7.3% |
| Q2 2019 | $36,529,000 | -2.4% | 188,042 | -4.9% | 0.04% | +2.5% |
| Q1 2019 | $37,433,000 | +13.5% | 197,642 | -0.5% | 0.04% | +5.3% |
| Q4 2018 | $32,978,000 | -31.1% | 198,592 | -16.5% | 0.04% | -17.4% |
| Q3 2018 | $47,878,000 | +2.7% | 237,857 | -0.6% | 0.05% | -2.1% |
| Q2 2018 | $46,624,000 | -11.4% | 239,370 | -14.7% | 0.05% | -17.5% |
| Q1 2018 | $52,634,000 | -1.2% | 280,610 | -0.0% | 0.06% | +1.8% |
| Q4 2017 | $53,269,000 | +9.0% | 280,686 | +2.7% | 0.06% | -3.4% |
| Q3 2017 | $48,875,000 | -5.9% | 273,196 | -8.5% | 0.06% | -15.9% |
| Q2 2017 | $51,954,000 | +1.8% | 298,672 | +0.2% | 0.07% | +1.5% |
| Q1 2017 | $51,032,000 | -4.4% | 298,050 | -7.7% | 0.07% | -8.1% |
| Q4 2016 | $53,391,000 | +9.1% | 322,918 | +2.1% | 0.07% | -1.3% |
| Q3 2016 | $48,921,000 | +2.6% | 316,212 | -0.9% | 0.08% | -10.7% |
| Q2 2016 | $47,669,000 | +3.3% | 319,088 | -0.3% | 0.08% | +1.2% |
| Q1 2016 | $46,136,000 | +3.4% | 319,965 | -0.0% | 0.08% | +6.4% |
| Q4 2015 | $44,617,000 | +4.2% | 320,109 | +2.2% | 0.08% | -9.3% |
| Q3 2015 | $42,807,000 | -5.2% | 313,350 | +4.1% | 0.09% | -4.4% |
| Q2 2015 | $45,155,000 | – | 301,073 | – | 0.09% | – |
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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% |