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 | $5,974,426 | -9.2% | 23,960 | -4.8% | 0.02% | -4.0% |
| Q2 2023 | $6,579,360 | +9.4% | 25,162 | +4.7% | 0.02% | +4.2% |
| Q1 2023 | $6,013,096 | +1.2% | 24,037 | -2.2% | 0.02% | -4.0% |
| Q4 2022 | $5,943,721 | +11.2% | 24,572 | +0.8% | 0.02% | +8.7% |
| Q3 2022 | $5,344,000 | -11.0% | 24,370 | -8.1% | 0.02% | -8.0% |
| Q2 2022 | $6,002,000 | -18.9% | 26,531 | -3.8% | 0.02% | -3.8% |
| Q1 2022 | $7,401,000 | -18.8% | 27,580 | -14.3% | 0.03% | -10.3% |
| Q4 2021 | $9,111,000 | +9.1% | 32,182 | +1.4% | 0.03% | 0.0% |
| Q3 2021 | $8,354,000 | -3.0% | 31,752 | -0.9% | 0.03% | 0.0% |
| Q2 2021 | $8,609,000 | +2.8% | 32,038 | -0.4% | 0.03% | -3.3% |
| Q1 2021 | $8,372,000 | +7.1% | 32,169 | -5.4% | 0.03% | +7.1% |
| Q4 2020 | $7,814,000 | +44.1% | 34,001 | +16.2% | 0.03% | +33.3% |
| Q3 2020 | $5,424,000 | +29.5% | 29,272 | +24.3% | 0.02% | +23.5% |
| Q2 2020 | $4,187,000 | +14.1% | 23,544 | -7.7% | 0.02% | 0.0% |
| Q1 2020 | $3,669,000 | -34.8% | 25,507 | -6.7% | 0.02% | -19.0% |
| Q4 2019 | $5,626,000 | +11.5% | 27,339 | +4.7% | 0.02% | 0.0% |
| Q3 2019 | $5,044,000 | -4.9% | 26,106 | -4.4% | 0.02% | -4.5% |
| Q2 2019 | $5,306,000 | -8.3% | 27,308 | -7.1% | 0.02% | -8.3% |
| Q1 2019 | $5,787,000 | +24.8% | 29,385 | +5.2% | 0.02% | +4.3% |
| Q4 2018 | $4,638,000 | -19.0% | 27,933 | -1.8% | 0.02% | -4.2% |
| Q3 2018 | $5,723,000 | +22.9% | 28,432 | +18.9% | 0.02% | +20.0% |
| Q2 2018 | $4,656,000 | +10.0% | 23,904 | +6.0% | 0.02% | +5.3% |
| Q1 2018 | $4,232,000 | -4.6% | 22,558 | -3.5% | 0.02% | 0.0% |
| Q4 2017 | $4,435,000 | +5.7% | 23,371 | -0.3% | 0.02% | 0.0% |
| Q3 2017 | $4,195,000 | +0.3% | 23,446 | -2.5% | 0.02% | -5.0% |
| Q2 2017 | $4,181,000 | +0.9% | 24,039 | -0.6% | 0.02% | 0.0% |
| Q1 2017 | $4,143,000 | -1.5% | 24,196 | -4.9% | 0.02% | -9.1% |
| Q4 2016 | $4,208,000 | +9.2% | 25,449 | +2.2% | 0.02% | +4.8% |
| Q3 2016 | $3,854,000 | +3.6% | 24,909 | +0.0% | 0.02% | 0.0% |
| Q2 2016 | $3,721,000 | +21.8% | 24,904 | +17.6% | 0.02% | +23.5% |
| Q1 2016 | $3,054,000 | +2.0% | 21,182 | -1.4% | 0.02% | -5.6% |
| Q4 2015 | $2,993,000 | +0.4% | 21,485 | -1.6% | 0.02% | -5.3% |
| Q3 2015 | $2,982,000 | -10.5% | 21,830 | -1.7% | 0.02% | -5.0% |
| Q2 2015 | $3,331,000 | -3.3% | 22,211 | -2.0% | 0.02% | -4.8% |
| Q1 2015 | $3,445,000 | -0.3% | 22,667 | -5.0% | 0.02% | -4.5% |
| Q4 2014 | $3,456,000 | +5.3% | 23,867 | -0.6% | 0.02% | +4.8% |
| Q3 2014 | $3,282,000 | -4.0% | 23,999 | +0.4% | 0.02% | -12.5% |
| Q2 2014 | $3,419,000 | +16.8% | 23,895 | +12.2% | 0.02% | +14.3% |
| Q1 2014 | $2,928,000 | -3.0% | 21,297 | -5.6% | 0.02% | -4.5% |
| Q4 2013 | $3,018,000 | +42.8% | 22,557 | +32.5% | 0.02% | +29.4% |
| Q3 2013 | $2,114,000 | – | 17,029 | – | 0.02% | – |
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% |