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 | $4,548,892 | -4.5% | 18,243 | +0.1% | 0.39% | -0.5% |
| Q2 2023 | $4,765,473 | -5.8% | 18,225 | -9.8% | 0.39% | -8.6% |
| Q1 2023 | $5,056,484 | +3.0% | 20,213 | -0.4% | 0.43% | -2.9% |
| Q4 2022 | $4,906,980 | +16.5% | 20,286 | +5.6% | 0.44% | +11.0% |
| Q3 2022 | $4,212,000 | -3.8% | 19,212 | -0.7% | 0.40% | +2.0% |
| Q2 2022 | $4,378,000 | -15.0% | 19,354 | +0.8% | 0.39% | -2.0% |
| Q1 2022 | $5,151,000 | -5.8% | 19,195 | -0.6% | 0.40% | -2.4% |
| Q4 2021 | $5,469,000 | +8.9% | 19,318 | +1.2% | 0.41% | +1.0% |
| Q3 2021 | $5,023,000 | +2.6% | 19,094 | +4.8% | 0.41% | -1.7% |
| Q2 2021 | $4,897,000 | +15.5% | 18,224 | +11.9% | 0.41% | +8.1% |
| Q1 2021 | $4,240,000 | +21.3% | 16,292 | +7.1% | 0.38% | +15.8% |
| Q4 2020 | $3,496,000 | +24.0% | 15,210 | 0.0% | 0.33% | +13.4% |
| Q3 2020 | $2,819,000 | -0.4% | 15,210 | -4.5% | 0.29% | -6.7% |
| Q2 2020 | $2,831,000 | +10.9% | 15,920 | -10.3% | 0.31% | -5.7% |
| Q1 2020 | $2,552,000 | -31.1% | 17,741 | -1.5% | 0.33% | -14.7% |
| Q4 2019 | $3,706,000 | +7.3% | 18,008 | +0.7% | 0.39% | +0.5% |
| Q3 2019 | $3,455,000 | -0.7% | 17,878 | -0.1% | 0.39% | -2.5% |
| Q2 2019 | $3,478,000 | +3.9% | 17,903 | +1.3% | 0.40% | -0.3% |
| Q1 2019 | $3,349,000 | +6.9% | 17,680 | -6.3% | 0.40% | -2.0% |
| Q4 2018 | $3,134,000 | -20.3% | 18,870 | -3.4% | 0.40% | -8.8% |
| Q3 2018 | $3,931,000 | -0.7% | 19,530 | -3.9% | 0.44% | -5.9% |
| Q2 2018 | $3,959,000 | +3.2% | 20,328 | -0.6% | 0.47% | +5.4% |
| Q1 2018 | $3,838,000 | -2.2% | 20,460 | -1.1% | 0.45% | -2.2% |
| Q4 2017 | $3,925,000 | +2.8% | 20,681 | -3.1% | 0.46% | -1.5% |
| Q3 2017 | $3,819,000 | +1.1% | 21,345 | -1.7% | 0.46% | -2.7% |
| Q2 2017 | $3,776,000 | -2.5% | 21,710 | -4.0% | 0.48% | -3.8% |
| Q1 2017 | $3,872,000 | +2.8% | 22,612 | -0.7% | 0.50% | -2.7% |
| Q4 2016 | $3,766,000 | -43.9% | 22,779 | -47.6% | 0.51% | -44.0% |
| Q3 2016 | $6,719,000 | -19.3% | 43,430 | -22.1% | 0.91% | -24.6% |
| Q2 2016 | $8,327,000 | -40.1% | 55,739 | -42.2% | 1.21% | -42.2% |
| Q1 2016 | $13,899,000 | +35.1% | 96,391 | +30.6% | 2.10% | +34.1% |
| Q4 2015 | $10,286,000 | +45.1% | 73,829 | +42.3% | 1.56% | +39.6% |
| Q3 2015 | $7,090,000 | -54.1% | 51,900 | -49.6% | 1.12% | -51.9% |
| Q2 2015 | $15,441,000 | -12.3% | 102,954 | -11.1% | 2.33% | -9.9% |
| Q1 2015 | $17,607,000 | +109.7% | 115,851 | +99.8% | 2.58% | +109.7% |
| Q4 2014 | $8,398,000 | -5.0% | 57,994 | -10.3% | 1.23% | -8.7% |
| Q3 2014 | $8,836,000 | +279.9% | 64,620 | +297.5% | 1.35% | +641.2% |
| Q2 2014 | $2,326,000 | -84.6% | 16,256 | -85.2% | 0.18% | -93.1% |
| Q1 2014 | $15,141,000 | +260.4% | 110,140 | +250.8% | 2.64% | +243.9% |
| Q4 2013 | $4,201,000 | -66.2% | 31,396 | -68.7% | 0.77% | -70.8% |
| Q3 2013 | $12,442,000 | +2.8% | 100,226 | -4.4% | 2.63% | -7.7% |
| Q2 2013 | $12,108,000 | – | 104,830 | – | 2.85% | – |
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% |