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 | $6,542,758 | -8.1% | 26,861 | +0.2% | 0.40% | -4.6% |
| Q2 2023 | $7,121,710 | +4.8% | 26,802 | -1.3% | 0.42% | -3.5% |
| Q1 2023 | $6,792,635 | +5.2% | 27,153 | +1.8% | 0.43% | -1.1% |
| Q4 2022 | $6,454,359 | +14.6% | 26,683 | +3.9% | 0.44% | +0.9% |
| Q3 2022 | $5,632,000 | -5.1% | 25,685 | -2.1% | 0.43% | -2.0% |
| Q2 2022 | $5,935,000 | -14.7% | 26,236 | +1.2% | 0.44% | -3.7% |
| Q1 2022 | $6,960,000 | -7.0% | 25,936 | -1.9% | 0.46% | -13.7% |
| Q4 2021 | $7,485,000 | +7.4% | 26,440 | -0.2% | 0.53% | -3.8% |
| Q3 2021 | $6,967,000 | -2.7% | 26,482 | -0.6% | 0.55% | -4.2% |
| Q2 2021 | $7,157,000 | +3.9% | 26,634 | +0.7% | 0.58% | -3.7% |
| Q1 2021 | $6,886,000 | +5.2% | 26,455 | -7.1% | 0.60% | -4.0% |
| Q4 2020 | $6,544,000 | +22.5% | 28,472 | -1.2% | 0.62% | +3.1% |
| Q3 2020 | $5,341,000 | +4.8% | 28,820 | +0.6% | 0.60% | -4.6% |
| Q2 2020 | $5,096,000 | +24.4% | 28,661 | +0.7% | 0.63% | +2.8% |
| Q1 2020 | $4,095,000 | -32.4% | 28,465 | -3.3% | 0.62% | -5.2% |
| Q4 2019 | $6,059,000 | +4.7% | 29,436 | -1.7% | 0.65% | -9.6% |
| Q3 2019 | $5,786,000 | +3.4% | 29,943 | +3.9% | 0.72% | +5.6% |
| Q2 2019 | $5,597,000 | +2.3% | 28,814 | -0.3% | 0.68% | -3.4% |
| Q1 2019 | $5,471,000 | +15.3% | 28,887 | +1.1% | 0.70% | -1.3% |
| Q4 2018 | $4,746,000 | -17.3% | 28,580 | +0.3% | 0.71% | -6.9% |
| Q3 2018 | $5,736,000 | +3.2% | 28,495 | -0.1% | 0.77% | -1.8% |
| Q2 2018 | $5,556,000 | +3.2% | 28,527 | -0.6% | 0.78% | +2.4% |
| Q1 2018 | $5,382,000 | -3.2% | 28,694 | -2.1% | 0.76% | -3.4% |
| Q4 2017 | $5,560,000 | +2.0% | 29,299 | -3.9% | 0.79% | -4.5% |
| Q3 2017 | $5,452,000 | +2.0% | 30,474 | -0.8% | 0.83% | -2.5% |
| Q2 2017 | $5,346,000 | -3.2% | 30,735 | -4.7% | 0.85% | -10.5% |
| Q1 2017 | $5,520,000 | +2.6% | 32,241 | -0.9% | 0.95% | -5.7% |
| Q4 2016 | $5,380,000 | +5.3% | 32,539 | -1.5% | 1.00% | -3.8% |
| Q3 2016 | $5,110,000 | +1.6% | 33,030 | -1.9% | 1.04% | -3.8% |
| Q2 2016 | $5,032,000 | +3.1% | 33,686 | -0.5% | 1.08% | -1.8% |
| Q1 2016 | $4,880,000 | +5.4% | 33,843 | +1.8% | 1.10% | -1.2% |
| Q4 2015 | $4,630,000 | +1.0% | 33,230 | -0.9% | 1.12% | -5.6% |
| Q3 2015 | $4,583,000 | -8.3% | 33,545 | -1.1% | 1.18% | -4.1% |
| Q2 2015 | $4,999,000 | -7.3% | 33,916 | -4.4% | 1.23% | -12.6% |
| Q1 2015 | $5,394,000 | +4.1% | 35,489 | -0.8% | 1.41% | -1.0% |
| Q4 2014 | $5,180,000 | +0.5% | 35,772 | -5.1% | 1.43% | -6.1% |
| Q3 2014 | $5,155,000 | -4.4% | 37,701 | +0.0% | 1.52% | -4.5% |
| Q2 2014 | $5,392,000 | +5.4% | 37,686 | +1.3% | 1.59% | -2.5% |
| Q1 2014 | $5,115,000 | +3.8% | 37,207 | +1.0% | 1.63% | +0.5% |
| Q4 2013 | $4,928,000 | +8.2% | 36,827 | +0.4% | 1.62% | -1.9% |
| Q3 2013 | $4,554,000 | +7.6% | 36,684 | +0.1% | 1.66% | -2.0% |
| Q2 2013 | $4,232,000 | – | 36,642 | – | 1.69% | – |
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% |