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 | $32,400 | -1.6% | 129,937 | +3.1% | 5.43% | +0.6% |
| Q2 2023 | $32,940 | +9.3% | 125,974 | +4.6% | 5.40% | +4.6% |
| Q1 2023 | $30,128 | +11.3% | 120,433 | +7.6% | 5.16% | +3.6% |
| Q4 2022 | $27,065 | -99.9% | 111,889 | +5.1% | 4.98% | +6.7% |
| Q3 2022 | $23,340,000 | -0.7% | 106,448 | +2.4% | 4.67% | +3.6% |
| Q2 2022 | $23,507,000 | -11.4% | 103,908 | +5.1% | 4.50% | -1.0% |
| Q1 2022 | $26,534,000 | +1.6% | 98,882 | +7.2% | 4.55% | +4.4% |
| Q4 2021 | $26,112,000 | +20.5% | 92,241 | +12.0% | 4.36% | +8.6% |
| Q3 2021 | $21,674,000 | +12.5% | 82,388 | +14.9% | 4.01% | +7.3% |
| Q2 2021 | $19,270,000 | +9.5% | 71,706 | +6.1% | 3.74% | -0.0% |
| Q1 2021 | $17,594,000 | +28.0% | 67,598 | +13.0% | 3.74% | +11.4% |
| Q4 2020 | $13,744,000 | +29.9% | 59,802 | +4.8% | 3.36% | +9.3% |
| Q3 2020 | $10,577,000 | +21.9% | 57,080 | +17.0% | 3.07% | +9.5% |
| Q2 2020 | $8,678,000 | +36.8% | 48,801 | +10.7% | 2.80% | +14.1% |
| Q1 2020 | $6,345,000 | -26.1% | 44,102 | +5.7% | 2.46% | -3.7% |
| Q4 2019 | $8,585,000 | +12.6% | 41,711 | +5.7% | 2.55% | +0.1% |
| Q3 2019 | $7,626,000 | +3.7% | 39,467 | +4.3% | 2.55% | +4.1% |
| Q2 2019 | $7,353,000 | +20.2% | 37,849 | +17.2% | 2.45% | +14.3% |
| Q1 2019 | $6,115,000 | +43.1% | 32,285 | +25.5% | 2.14% | +24.9% |
| Q4 2018 | $4,274,000 | +10.1% | 25,735 | +33.5% | 1.72% | +25.5% |
| Q3 2018 | $3,881,000 | +54.7% | 19,279 | +49.7% | 1.37% | +43.7% |
| Q2 2018 | $2,508,000 | +1.7% | 12,875 | -2.1% | 0.95% | +0.7% |
| Q1 2018 | $2,466,000 | -1.8% | 13,145 | -0.6% | 0.94% | +1.4% |
| Q4 2017 | $2,510,000 | +5.4% | 13,225 | -0.6% | 0.93% | +2.1% |
| Q3 2017 | $2,381,000 | +2.9% | 13,307 | 0.0% | 0.91% | -1.7% |
| Q2 2017 | $2,315,000 | +1.1% | 13,307 | -0.4% | 0.93% | -2.7% |
| Q1 2017 | $2,289,000 | -1.9% | 13,367 | -5.3% | 0.95% | -6.0% |
| Q4 2016 | $2,334,000 | +5.8% | 14,117 | -1.0% | 1.02% | +4.0% |
| Q3 2016 | $2,207,000 | +3.6% | 14,264 | 0.0% | 0.98% | -0.1% |
| Q2 2016 | $2,131,000 | +3.6% | 14,264 | 0.0% | 0.98% | -0.9% |
| Q1 2016 | $2,057,000 | +3.5% | 14,264 | 0.0% | 0.99% | -7.9% |
| Q4 2015 | $1,987,000 | +1.5% | 14,264 | -0.5% | 1.07% | -7.0% |
| Q3 2015 | $1,958,000 | -8.9% | 14,335 | 0.0% | 1.15% | +2.7% |
| Q2 2015 | $2,150,000 | -1.3% | 14,335 | 0.0% | 1.12% | -0.4% |
| Q1 2015 | $2,179,000 | +5.0% | 14,335 | 0.0% | 1.13% | +5.4% |
| Q4 2014 | $2,076,000 | +5.9% | 14,335 | 0.0% | 1.07% | +5.2% |
| Q3 2014 | $1,960,000 | -6.9% | 14,335 | -2.5% | 1.02% | -4.2% |
| Q2 2014 | $2,105,000 | +4.1% | 14,710 | 0.0% | 1.06% | -11.0% |
| Q1 2014 | $2,022,000 | +1.9% | 14,710 | -0.8% | 1.19% | -3.5% |
| Q4 2013 | $1,985,000 | +2.8% | 14,834 | -4.6% | 1.23% | -5.2% |
| Q3 2013 | $1,930,000 | +7.5% | 15,544 | 0.0% | 1.30% | +1.5% |
| Q2 2013 | $1,795,000 | – | 15,544 | – | 1.28% | – |
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% |