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 | $12,297,408 | -4.9% | 49,318 | -0.3% | 2.70% | -1.5% |
| Q2 2023 | $12,934,336 | +4.7% | 49,466 | +0.2% | 2.75% | -0.3% |
| Q1 2023 | $12,351,321 | +3.8% | 49,374 | +0.3% | 2.75% | -1.5% |
| Q4 2022 | $11,903,089 | +11.1% | 49,209 | +0.7% | 2.80% | +4.6% |
| Q3 2022 | $10,710,000 | -4.1% | 48,847 | -1.1% | 2.68% | -0.2% |
| Q2 2022 | $11,172,000 | -15.6% | 49,383 | +0.2% | 2.68% | -3.2% |
| Q1 2022 | $13,231,000 | -5.0% | 49,308 | +0.2% | 2.77% | +1.1% |
| Q4 2021 | $13,928,000 | +6.9% | 49,200 | -0.6% | 2.74% | +2.4% |
| Q3 2021 | $13,026,000 | -5.3% | 49,514 | -3.2% | 2.67% | -6.0% |
| Q2 2021 | $13,750,000 | +3.3% | 51,168 | +0.0% | 2.84% | -1.4% |
| Q1 2021 | $13,316,000 | +11.5% | 51,161 | -1.5% | 2.88% | -0.7% |
| Q4 2020 | $11,943,000 | +24.1% | 51,965 | +0.1% | 2.90% | +3.3% |
| Q3 2020 | $9,624,000 | +4.1% | 51,934 | -0.1% | 2.81% | -3.8% |
| Q2 2020 | $9,248,000 | +24.7% | 52,006 | +0.9% | 2.92% | +4.4% |
| Q1 2020 | $7,417,000 | -30.0% | 51,555 | +0.2% | 2.80% | -12.7% |
| Q4 2019 | $10,592,000 | +7.1% | 51,461 | +0.5% | 3.20% | -5.5% |
| Q3 2019 | $9,893,000 | +1.2% | 51,196 | +1.8% | 3.39% | -2.2% |
| Q2 2019 | $9,771,000 | +3.3% | 50,299 | +0.7% | 3.47% | +1.1% |
| Q1 2019 | $9,461,000 | +15.2% | 49,955 | +1.0% | 3.43% | +1.7% |
| Q4 2018 | $8,213,000 | -18.1% | 49,456 | -0.7% | 3.37% | -0.6% |
| Q3 2018 | $10,022,000 | +3.1% | 49,787 | -0.3% | 3.39% | -0.1% |
| Q2 2018 | $9,725,000 | +3.4% | 49,929 | -0.4% | 3.40% | +0.8% |
| Q1 2018 | $9,405,000 | -0.1% | 50,140 | +1.1% | 3.37% | -0.6% |
| Q4 2017 | $9,415,000 | +7.3% | 49,612 | +1.1% | 3.39% | +3.1% |
| Q3 2017 | $8,775,000 | +3.9% | 49,049 | +1.0% | 3.29% | +0.7% |
| Q2 2017 | $8,447,000 | +3.2% | 48,561 | +1.5% | 3.27% | +0.8% |
| Q1 2017 | $8,189,000 | +2.9% | 47,824 | -0.7% | 3.24% | -0.9% |
| Q4 2016 | $7,962,000 | +8.0% | 48,157 | +1.1% | 3.27% | +6.7% |
| Q3 2016 | $7,372,000 | +3.4% | 47,653 | -0.2% | 3.06% | -0.9% |
| Q2 2016 | $7,130,000 | +2.3% | 47,731 | -1.3% | 3.09% | +0.0% |
| Q1 2016 | $6,970,000 | +3.3% | 48,338 | -0.2% | 3.09% | +0.9% |
| Q4 2015 | $6,747,000 | +2.9% | 48,426 | +0.9% | 3.06% | -0.4% |
| Q3 2015 | $6,559,000 | -8.9% | 48,014 | +0.0% | 3.07% | -5.3% |
| Q2 2015 | $7,200,000 | -2.2% | 48,007 | -0.9% | 3.25% | -4.9% |
| Q1 2015 | $7,362,000 | +4.2% | 48,438 | -0.8% | 3.41% | -4.1% |
| Q4 2014 | $7,068,000 | +6.1% | 48,811 | +0.2% | 3.56% | +0.0% |
| Q3 2014 | $6,663,000 | -6.4% | 48,730 | -2.0% | 3.56% | -7.4% |
| Q2 2014 | $7,118,000 | +4.8% | 49,748 | +0.7% | 3.84% | -1.6% |
| Q1 2014 | $6,794,000 | +3.6% | 49,420 | +0.8% | 3.90% | -2.3% |
| Q4 2013 | $6,560,000 | +11.8% | 49,027 | +3.7% | 4.00% | +4.5% |
| Q3 2013 | $5,870,000 | +7.1% | 47,286 | -0.3% | 3.82% | +1.5% |
| Q2 2013 | $5,479,000 | – | 47,438 | – | 3.76% | – |
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% |