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 | $1,375 | -7.6% | 5,513 | -3.1% | 0.09% | -4.1% |
| Q2 2023 | $1,488 | 0.0% | 5,690 | -4.3% | 0.10% | -3.9% |
| Q1 2023 | $1,488 | +3.3% | 5,947 | -0.1% | 0.10% | -3.8% |
| Q4 2022 | $1,440 | -99.9% | 5,955 | 0.0% | 0.11% | +5.0% |
| Q3 2022 | $1,306,000 | -3.7% | 5,955 | -0.7% | 0.10% | -1.0% |
| Q2 2022 | $1,356,000 | -16.8% | 5,995 | -1.3% | 0.10% | +2.0% |
| Q1 2022 | $1,630,000 | -8.5% | 6,075 | -3.4% | 0.10% | -1.0% |
| Q4 2021 | $1,781,000 | +3.4% | 6,290 | -4.0% | 0.10% | -3.8% |
| Q3 2021 | $1,723,000 | +9.1% | 6,550 | +11.4% | 0.10% | +8.2% |
| Q2 2021 | $1,580,000 | +4.5% | 5,880 | +1.2% | 0.10% | -4.0% |
| Q1 2021 | $1,512,000 | +10.8% | 5,809 | -2.2% | 0.10% | +8.6% |
| Q4 2020 | $1,365,000 | -12.7% | 5,941 | -29.6% | 0.09% | -23.1% |
| Q3 2020 | $1,564,000 | 0.0% | 8,440 | -4.0% | 0.12% | -11.7% |
| Q2 2020 | $1,564,000 | +70.0% | 8,795 | +37.5% | 0.14% | +30.5% |
| Q1 2020 | $920,000 | -30.1% | 6,398 | 0.0% | 0.10% | -17.3% |
| Q4 2019 | $1,317,000 | +6.1% | 6,398 | -0.4% | 0.13% | -4.5% |
| Q3 2019 | $1,241,000 | -2.1% | 6,423 | -1.5% | 0.13% | -2.2% |
| Q2 2019 | $1,267,000 | +2.6% | 6,523 | 0.0% | 0.14% | -0.7% |
| Q1 2019 | $1,235,000 | +110.8% | 6,523 | +84.8% | 0.14% | +75.6% |
| Q4 2018 | $586,000 | -17.6% | 3,530 | 0.0% | 0.08% | -7.1% |
| Q3 2018 | $711,000 | +1.7% | 3,530 | -1.6% | 0.08% | -5.6% |
| Q2 2018 | $699,000 | +2.6% | 3,588 | -1.2% | 0.09% | +3.5% |
| Q1 2018 | $681,000 | 0.0% | 3,632 | +1.2% | 0.09% | -3.4% |
| Q4 2017 | $681,000 | +6.1% | 3,588 | 0.0% | 0.09% | +6.0% |
| Q3 2017 | $642,000 | +4.6% | 3,588 | +1.6% | 0.08% | +2.4% |
| Q2 2017 | $614,000 | -9.7% | 3,531 | -11.1% | 0.08% | -11.8% |
| Q1 2017 | $680,000 | -0.7% | 3,971 | -4.2% | 0.09% | -4.1% |
| Q4 2016 | $685,000 | +6.9% | 4,146 | 0.0% | 0.10% | +4.3% |
| Q3 2016 | $641,000 | -0.5% | 4,146 | -3.8% | 0.09% | 0.0% |
| Q2 2016 | $644,000 | +6.4% | 4,311 | +2.7% | 0.09% | +3.3% |
| Q1 2016 | $605,000 | -14.8% | 4,196 | -17.6% | 0.09% | -22.4% |
| Q4 2015 | $710,000 | -12.6% | 5,094 | -14.3% | 0.12% | -17.7% |
| Q3 2015 | $812,000 | -2.8% | 5,947 | +6.9% | 0.14% | +3.7% |
| Q2 2015 | $835,000 | +18.6% | 5,565 | +20.2% | 0.14% | +12.4% |
| Q1 2015 | $704,000 | +1.1% | 4,630 | -3.6% | 0.12% | -0.8% |
| Q4 2014 | $696,000 | +10.1% | 4,805 | +4.0% | 0.12% | +1.7% |
| Q3 2014 | $632,000 | -3.1% | 4,619 | +1.3% | 0.12% | -18.9% |
| Q2 2014 | $652,000 | +4.2% | 4,559 | +0.2% | 0.15% | 0.0% |
| Q1 2014 | $626,000 | +14.2% | 4,552 | +11.2% | 0.15% | +8.8% |
| Q4 2013 | $548,000 | +8.1% | 4,093 | +0.2% | 0.14% | -3.5% |
| Q3 2013 | $507,000 | +23.4% | 4,085 | +14.7% | 0.14% | +15.6% |
| Q2 2013 | $411,000 | – | 3,560 | – | 0.12% | – |
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% |