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 | $262,614,051 | +53.9% | 1,052,899 | +61.4% | 0.39% | +26.8% |
| Q2 2023 | $170,687,974 | +3.7% | 652,324 | -0.9% | 0.31% | -1.3% |
| Q1 2023 | $164,608,001 | +6.2% | 658,071 | +2.7% | 0.31% | -1.3% |
| Q4 2022 | $155,067,613 | +6.7% | 640,737 | -3.3% | 0.31% | -5.4% |
| Q3 2022 | $145,289,000 | +1.6% | 662,326 | +4.9% | 0.33% | +5.4% |
| Q2 2022 | $143,048,000 | -8.7% | 631,662 | +2.8% | 0.32% | +3.6% |
| Q1 2022 | $156,688,000 | -6.2% | 614,306 | +4.2% | 0.30% | -3.8% |
| Q4 2021 | $167,030,000 | +10.3% | 589,678 | +2.6% | 0.32% | +0.3% |
| Q3 2021 | $151,406,000 | -6.6% | 574,789 | -4.6% | 0.32% | -10.3% |
| Q2 2021 | $162,090,000 | -52.0% | 602,620 | -53.5% | 0.35% | -56.8% |
| Q1 2021 | $337,611,000 | +141.6% | 1,296,224 | +113.3% | 0.81% | +117.7% |
| Q4 2020 | $139,715,000 | +15.5% | 607,598 | -7.0% | 0.37% | +3.0% |
| Q3 2020 | $120,977,000 | +4.3% | 653,630 | +0.2% | 0.36% | -6.9% |
| Q2 2020 | $116,030,000 | +15.1% | 652,072 | -69.6% | 0.39% | -5.8% |
| Q1 2020 | $100,783,000 | – | 2,146,549 | – | 0.41% | – |
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% |