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 | $14,477,261 | -4.6% | 58,060 | 0.0% | 5.30% | +2.6% |
| Q2 2023 | $15,181,529 | +5.1% | 58,060 | +0.5% | 5.17% | -3.4% |
| Q1 2023 | $14,448,241 | +3.4% | 57,756 | 0.0% | 5.35% | -2.7% |
| Q4 2022 | $13,970,599 | +9.7% | 57,756 | -0.6% | 5.50% | -2.9% |
| Q3 2022 | $12,737,000 | -2.4% | 58,090 | +0.7% | 5.66% | +4.4% |
| Q2 2022 | $13,053,000 | -15.6% | 57,699 | +0.1% | 5.42% | +3.7% |
| Q1 2022 | $15,472,000 | -8.7% | 57,657 | -3.6% | 5.22% | +3.1% |
| Q4 2021 | $16,938,000 | +3.4% | 59,835 | -3.9% | 5.07% | -1.6% |
| Q3 2021 | $16,380,000 | -4.1% | 62,265 | -2.0% | 5.15% | -2.4% |
| Q2 2021 | $17,074,000 | +1.7% | 63,535 | -1.5% | 5.28% | -0.1% |
| Q1 2021 | $16,796,000 | -0.8% | 64,532 | -12.4% | 5.29% | -3.8% |
| Q4 2020 | $16,925,000 | +26.8% | 73,641 | +2.3% | 5.50% | +8.5% |
| Q3 2020 | $13,346,000 | +3.6% | 72,018 | -0.6% | 5.06% | -2.4% |
| Q2 2020 | $12,878,000 | +53.7% | 72,422 | +24.3% | 5.19% | +26.5% |
| Q1 2020 | $8,379,000 | -29.7% | 58,246 | +0.5% | 4.10% | -13.2% |
| Q4 2019 | $11,924,000 | +10.1% | 57,932 | +3.3% | 4.72% | +16.7% |
| Q3 2019 | $10,835,000 | +0.3% | 56,071 | +0.9% | 4.04% | +2.4% |
| Q2 2019 | $10,799,000 | +9.0% | 55,593 | +6.3% | 3.95% | +3.8% |
| Q1 2019 | $9,904,000 | -8.8% | 52,289 | -20.0% | 3.81% | -19.2% |
| Q4 2018 | $10,858,000 | -14.7% | 65,387 | +3.4% | 4.71% | +3.8% |
| Q3 2018 | $12,729,000 | +5.4% | 63,238 | +2.0% | 4.54% | +9.0% |
| Q2 2018 | $12,078,000 | -15.9% | 62,009 | -19.0% | 4.17% | -14.7% |
| Q1 2018 | $14,355,000 | +2.0% | 76,529 | +3.2% | 4.89% | +1.6% |
| Q4 2017 | $14,073,000 | +6.8% | 74,154 | +0.6% | 4.81% | +0.5% |
| Q3 2017 | $13,181,000 | +3.5% | 73,677 | +0.6% | 4.79% | +5.8% |
| Q2 2017 | $12,741,000 | +0.9% | 73,243 | -0.7% | 4.53% | +4.3% |
| Q1 2017 | $12,626,000 | +18.5% | 73,743 | +14.4% | 4.34% | +11.9% |
| Q4 2016 | $10,659,000 | +7.0% | 64,466 | +0.1% | 3.88% | +2.1% |
| Q3 2016 | $9,963,000 | +4.6% | 64,401 | +1.0% | 3.80% | -3.6% |
| Q2 2016 | $9,523,000 | +15.5% | 63,744 | +11.5% | 3.94% | +9.9% |
| Q1 2016 | $8,243,000 | +49.1% | 57,171 | +44.1% | 3.59% | +41.8% |
| Q4 2015 | $5,529,000 | +3.3% | 39,687 | +1.3% | 2.53% | -1.9% |
| Q3 2015 | $5,350,000 | -7.6% | 39,165 | +1.4% | 2.58% | +1.5% |
| Q2 2015 | $5,791,000 | -1.3% | 38,615 | 0.0% | 2.54% | -0.2% |
| Q1 2015 | $5,869,000 | +21.6% | 38,615 | +15.8% | 2.55% | +15.2% |
| Q4 2014 | $4,827,000 | +8.9% | 33,338 | +2.8% | 2.21% | -1.9% |
| Q3 2014 | $4,433,000 | -4.4% | 32,416 | 0.0% | 2.25% | -3.2% |
| Q2 2014 | $4,638,000 | -16.2% | 32,416 | -19.5% | 2.33% | -8.6% |
| Q1 2014 | $5,535,000 | +2.7% | 40,264 | 0.0% | 2.55% | -7.3% |
| Q4 2013 | $5,388,000 | +8.1% | 40,264 | +0.3% | 2.75% | -6.9% |
| Q3 2013 | $4,984,000 | -1.4% | 40,150 | -8.3% | 2.95% | -1.6% |
| Q2 2013 | $5,057,000 | – | 43,783 | – | 3.00% | – |
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% |