ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,613 | -4.6% | 1,370 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $358,227 | -10.2% | 1,370 | -14.1% | 0.05% | -17.5% |
| Q1 2023 | $399,005 | +3.4% | 1,595 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $385,816 | +10.5% | 1,595 | 0.0% | 0.06% | +3.3% |
| Q3 2022 | $349,000 | -18.3% | 1,595 | -15.3% | 0.06% | -12.9% |
| Q2 2022 | $427,000 | -28.2% | 1,884 | -15.1% | 0.07% | -16.7% |
| Q1 2022 | $595,000 | -5.3% | 2,219 | 0.0% | 0.08% | +3.7% |
| Q4 2021 | $628,000 | +7.0% | 2,219 | -0.5% | 0.08% | -2.4% |
| Q3 2021 | $587,000 | -8.3% | 2,230 | -6.5% | 0.08% | -8.8% |
| Q2 2021 | $640,000 | +3.1% | 2,385 | 0.0% | 0.09% | -4.2% |
| Q1 2021 | $621,000 | +13.3% | 2,385 | 0.0% | 0.10% | +6.7% |
| Q4 2020 | $548,000 | -53.4% | 2,385 | -62.4% | 0.09% | -59.4% |
| Q3 2020 | $1,176,000 | +0.5% | 6,348 | -3.5% | 0.22% | -4.4% |
| Q2 2020 | $1,170,000 | +26.9% | 6,577 | +2.6% | 0.23% | -0.4% |
| Q1 2020 | $922,000 | -3.7% | 6,411 | +37.8% | 0.23% | +20.4% |
| Q4 2019 | $957,000 | +12.9% | 4,652 | +6.0% | 0.19% | +4.4% |
| Q3 2019 | $848,000 | +334.9% | 4,389 | +273.9% | 0.18% | +128.8% |
| Q4 2018 | $195,000 | -26.7% | 1,174 | -11.2% | 0.08% | -15.8% |
| Q3 2018 | $266,000 | +3.5% | 1,322 | 0.0% | 0.10% | -2.1% |
| Q2 2018 | $257,000 | +5.8% | 1,322 | +2.2% | 0.10% | +6.6% |
| Q1 2018 | $243,000 | +268.2% | 1,293 | +269.4% | 0.09% | +279.2% |
| Q4 2017 | $66,000 | +4.8% | 350 | 0.0% | 0.02% | +4.3% |
| Q3 2017 | $63,000 | +3.3% | 350 | 0.0% | 0.02% | -4.2% |
| Q2 2017 | $61,000 | -71.5% | 350 | -72.0% | 0.02% | -70.7% |
| Q1 2017 | $214,000 | – | 1,250 | – | 0.08% | – |
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% |