ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $168,026 | -11.9% | 674 | -7.5% | 0.02% | -8.7% |
Q2 2023 | $190,699 | +4.6% | 729 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $182,246 | +19.7% | 729 | +15.9% | 0.02% | +15.0% |
Q4 2022 | $152,191 | +11.1% | 629 | +0.3% | 0.02% | +5.3% |
Q3 2022 | $137,000 | -18.0% | 627 | +6.3% | 0.02% | 0.0% |
Q4 2021 | $167,000 | +7.7% | 590 | +0.2% | 0.02% | 0.0% |
Q3 2021 | $155,000 | -1.9% | 589 | +0.3% | 0.02% | -5.0% |
Q2 2021 | $158,000 | +3.9% | 587 | +0.2% | 0.02% | 0.0% |
Q1 2021 | $152,000 | +13.4% | 586 | +0.3% | 0.02% | +11.1% |
Q4 2020 | $134,000 | +24.1% | 584 | +0.2% | 0.02% | +12.5% |
Q3 2020 | $108,000 | +9.1% | 583 | +4.7% | 0.02% | 0.0% |
Q2 2020 | $99,000 | +28.6% | 557 | +3.3% | 0.02% | +14.3% |
Q1 2020 | $77,000 | -28.7% | 539 | +2.5% | 0.01% | -22.2% |
Q4 2019 | $108,000 | +4.9% | 526 | -1.1% | 0.02% | 0.0% |
Q3 2019 | $103,000 | 0.0% | 532 | +0.6% | 0.02% | -14.3% |
Q2 2019 | $103,000 | +415.0% | 529 | +389.8% | 0.02% | +425.0% |
Q1 2019 | $20,000 | +1900.0% | 108 | +1250.0% | 0.00% | – |
Q4 2018 | $1,000 | -50.0% | 8 | 0.0% | 0.00% | -100.0% |
Q3 2018 | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – |
Q2 2018 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
Q1 2018 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
Q4 2017 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
Q3 2017 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
Q2 2017 | $1,000 | 0.0% | 8 | +14.3% | 0.00% | – |
Q1 2017 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
Q4 2016 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
Q3 2016 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
Q2 2016 | $1,000 | -66.7% | 7 | -70.8% | 0.00% | -100.0% |
Q1 2016 | $3,000 | -87.5% | 24 | -86.3% | 0.00% | -85.7% |
Q4 2015 | $24,000 | -20.0% | 175 | -19.7% | 0.01% | -22.2% |
Q3 2015 | $30,000 | -55.9% | 218 | -51.7% | 0.01% | -47.1% |
Q2 2015 | $68,000 | -47.3% | 451 | -47.0% | 0.02% | -43.3% |
Q1 2015 | $129,000 | +7.5% | 851 | +2.5% | 0.03% | +11.1% |
Q4 2014 | $120,000 | +2.6% | 830 | -2.6% | 0.03% | 0.0% |
Q3 2014 | $117,000 | -14.0% | 852 | -10.2% | 0.03% | -12.9% |
Q2 2014 | $136,000 | +5.4% | 949 | +1.3% | 0.03% | +3.3% |
Q1 2014 | $129,000 | -3.7% | 937 | -6.3% | 0.03% | -3.2% |
Q4 2013 | $134,000 | +14.5% | 1,000 | +6.3% | 0.03% | +14.8% |
Q3 2013 | $117,000 | +14.7% | 941 | +6.2% | 0.03% | +8.0% |
Q2 2013 | $102,000 | – | 886 | – | 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% |