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 | $7,376,608 | -46.7% | 29,588 | -51.0% | 0.33% | +9.2% |
| Q2 2023 | $13,832,343 | +96.6% | 60,348 | +69.0% | 0.30% | -0.7% |
| Q1 2023 | $7,035,840 | +35447.1% | 35,714 | -64.3% | 0.31% | -42.2% |
| Q4 2022 | $19,793 | -99.8% | 100,073 | +108.1% | 0.53% | +112.4% |
| Q3 2022 | $9,553,000 | +19.0% | 48,088 | +18.9% | 0.25% | -1.6% |
| Q2 2022 | $8,030,000 | -41.4% | 40,428 | -41.5% | 0.25% | +48.0% |
| Q1 2022 | $13,712,000 | +77.4% | 69,069 | +153.1% | 0.17% | +13.2% |
| Q4 2021 | $7,729,000 | +9.7% | 27,292 | +2.1% | 0.15% | +7.1% |
| Q3 2021 | $7,044,000 | +1.7% | 26,723 | +3.7% | 0.14% | -1.4% |
| Q2 2021 | $6,923,000 | +9.2% | 25,765 | +5.9% | 0.14% | +16.3% |
| Q1 2021 | $6,339,000 | -55.2% | 24,321 | -60.5% | 0.12% | -78.6% |
| Q4 2020 | $14,152,000 | +21.6% | 61,602 | -1.9% | 0.57% | -17.4% |
| Q3 2020 | $11,641,000 | +4.2% | 62,826 | -1.2% | 0.70% | -21.5% |
| Q2 2020 | $11,173,000 | +32.1% | 63,599 | +9.8% | 0.88% | +3.6% |
| Q1 2020 | $8,461,000 | -36.4% | 57,922 | -10.4% | 0.85% | -14.6% |
| Q4 2019 | $13,303,000 | -17.0% | 64,658 | -22.6% | 1.00% | -6.9% |
| Q3 2019 | $16,032,000 | +4.4% | 83,532 | +3.1% | 1.07% | -48.8% |
| Q1 2019 | $15,355,000 | -33.8% | 81,048 | -42.6% | 2.10% | +48.2% |
| Q4 2018 | $23,205,000 | -50.1% | 141,227 | -38.8% | 1.41% | -25.3% |
| Q3 2018 | $46,477,000 | +2.8% | 230,896 | -0.5% | 1.89% | -0.4% |
| Q2 2018 | $45,217,000 | +7.5% | 232,142 | +4.8% | 1.90% | -0.2% |
| Q1 2018 | $42,057,000 | 0.0% | 221,609 | 0.0% | 1.91% | 0.0% |
| Q4 2017 | $42,057,000 | +9.0% | 221,609 | +2.7% | 1.91% | +24.4% |
| Q3 2017 | $38,594,000 | -4.8% | 215,729 | -7.4% | 1.53% | -10.9% |
| Q2 2017 | $40,543,000 | +16.6% | 233,072 | +14.7% | 1.72% | +13.5% |
| Q1 2017 | $34,777,000 | +51.0% | 203,116 | +45.8% | 1.52% | +36.2% |
| Q4 2016 | $23,037,000 | +34.6% | 139,331 | +25.9% | 1.11% | +24.9% |
| Q3 2016 | $17,115,000 | +22.2% | 110,629 | +18.1% | 0.89% | +13.8% |
| Q2 2016 | $14,000,000 | -8.8% | 93,711 | +15.6% | 0.78% | -62.7% |
| Q1 2016 | $15,355,000 | +69.4% | 81,048 | +24.5% | 2.10% | +244.2% |
| Q4 2015 | $9,067,000 | – | 65,078 | – | 0.61% | – |
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% |