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 | $55,056,344 | -5.6% | 220,799 | -1.0% | 11.40% | +0.5% |
| Q2 2023 | $58,331,380 | +6.7% | 223,082 | +2.1% | 11.34% | +2.7% |
| Q1 2023 | $54,649,623 | +5.1% | 218,459 | +1.6% | 11.04% | -3.1% |
| Q4 2022 | $52,014,141 | +10.0% | 215,032 | +2.9% | 11.40% | +1.7% |
| Q3 2022 | $47,276,000 | -0.7% | 208,974 | -0.7% | 11.21% | +4.9% |
| Q2 2022 | $47,607,000 | -13.4% | 210,437 | +2.7% | 10.69% | -4.2% |
| Q1 2022 | $54,989,000 | -7.0% | 204,922 | -1.9% | 11.16% | +9.6% |
| Q4 2021 | $59,141,000 | +10.1% | 208,921 | +2.3% | 10.18% | +3.5% |
| Q3 2021 | $53,738,000 | -0.8% | 204,273 | +1.3% | 9.84% | +1.6% |
| Q2 2021 | $54,184,000 | +2.5% | 201,629 | -0.7% | 9.68% | -6.9% |
| Q1 2021 | $52,868,000 | +12.1% | 203,118 | -1.1% | 10.40% | +5.5% |
| Q4 2020 | $47,182,000 | +24.7% | 205,292 | +0.6% | 9.86% | +7.1% |
| Q3 2020 | $37,826,000 | +6.1% | 204,121 | +1.8% | 9.21% | -0.2% |
| Q2 2020 | $35,657,000 | +22.5% | 200,521 | -0.9% | 9.22% | -2.2% |
| Q1 2020 | $29,118,000 | -43.5% | 202,404 | -19.1% | 9.43% | -33.0% |
| Q4 2019 | $51,502,000 | +5.6% | 250,229 | -0.9% | 14.07% | -5.2% |
| Q3 2019 | $48,778,000 | +4.0% | 252,433 | +4.5% | 14.84% | +1.1% |
| Q2 2019 | $46,913,000 | +4.9% | 241,498 | +2.2% | 14.68% | -10.3% |
| Q1 2019 | $44,736,000 | +14.4% | 236,201 | +0.3% | 16.36% | +0.9% |
| Q4 2018 | $39,115,000 | -15.6% | 235,548 | +2.2% | 16.20% | -3.4% |
| Q3 2018 | $46,372,000 | +4.4% | 230,375 | +1.0% | 16.77% | -2.1% |
| Q2 2018 | $44,430,000 | +1.2% | 228,105 | -2.6% | 17.13% | +0.9% |
| Q1 2018 | $43,923,000 | +6.2% | 234,171 | +7.4% | 16.97% | +3.4% |
| Q4 2017 | $41,371,000 | +6.6% | 217,996 | +0.5% | 16.42% | -3.5% |
| Q3 2017 | $38,824,000 | +7.1% | 217,016 | +4.2% | 17.02% | -4.7% |
| Q2 2017 | $36,237,000 | +6.2% | 208,316 | +4.6% | 17.87% | +1.4% |
| Q1 2017 | $34,112,000 | +7.7% | 199,228 | +4.0% | 17.62% | -3.1% |
| Q4 2016 | $31,671,000 | +17.2% | 191,551 | +9.7% | 18.18% | +4.4% |
| Q3 2016 | $27,023,000 | +12.6% | 174,677 | +8.7% | 17.41% | +1.1% |
| Q2 2016 | $24,007,000 | +7.4% | 160,702 | +3.7% | 17.22% | +1.8% |
| Q1 2016 | $22,355,000 | +6.2% | 155,036 | +2.6% | 16.92% | -1.1% |
| Q4 2015 | $21,058,000 | +5.8% | 151,152 | +3.7% | 17.12% | -6.0% |
| Q3 2015 | $19,906,000 | -8.5% | 145,716 | +0.5% | 18.20% | -3.5% |
| Q2 2015 | $21,748,000 | +1.3% | 145,006 | +2.7% | 18.86% | +0.0% |
| Q1 2015 | $21,460,000 | +8.6% | 141,200 | +3.4% | 18.86% | +3.2% |
| Q4 2014 | $19,765,000 | +19.4% | 136,496 | +12.7% | 18.28% | +22.4% |
| Q3 2014 | $16,555,000 | -1.9% | 121,067 | +2.7% | 14.93% | -0.8% |
| Q2 2014 | $16,874,000 | -1.6% | 117,939 | -5.4% | 15.06% | -1.3% |
| Q1 2014 | $17,140,000 | +4.4% | 124,689 | +1.7% | 15.26% | +11.4% |
| Q4 2013 | $16,410,000 | – | 122,637 | – | 13.69% | – |
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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% |