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 | $89,664,311 | +0.9% | 358,098 | +5.4% | 0.35% | +214.5% |
Q2 2023 | $88,863,938 | +13.1% | 339,850 | +8.2% | 0.11% | -93.0% |
Q1 2023 | $78,605,712 | -76.3% | 314,219 | -77.1% | 1.57% | -62.6% |
Q4 2022 | $331,879,828 | +17.1% | 1,373,309 | +6.3% | 4.20% | +17.3% |
Q3 2022 | $283,371,000 | -3.1% | 1,292,395 | -0.9% | 3.58% | -0.3% |
Q2 2022 | $292,535,000 | -16.4% | 1,304,023 | +0.0% | 3.59% | -1.2% |
Q1 2022 | $349,912,000 | -2.7% | 1,303,983 | +2.7% | 3.64% | +4.9% |
Q4 2021 | $359,500,000 | +19.6% | 1,269,961 | +11.1% | 3.47% | -14.3% |
Q3 2021 | $300,695,000 | -2.3% | 1,143,025 | -0.2% | 4.05% | -7.2% |
Q2 2021 | $307,660,000 | +4.4% | 1,144,868 | +1.1% | 4.36% | -6.5% |
Q1 2021 | $294,731,000 | +13.9% | 1,132,363 | +0.5% | 4.66% | +11.1% |
Q4 2020 | $258,834,000 | +34.2% | 1,126,198 | +8.2% | 4.20% | +16.6% |
Q3 2020 | $192,808,000 | +3.8% | 1,040,460 | -0.4% | 3.60% | -11.6% |
Q2 2020 | $185,817,000 | +26.2% | 1,044,970 | +2.1% | 4.08% | -9.0% |
Q1 2020 | $147,267,000 | -28.3% | 1,023,679 | +2.6% | 4.48% | -19.4% |
Q4 2019 | $205,423,000 | +6.9% | 998,072 | +0.3% | 5.56% | -5.4% |
Q3 2019 | $192,212,000 | -0.7% | 994,733 | -0.2% | 5.88% | -2.4% |
Q2 2019 | $193,578,000 | +2.6% | 996,492 | +0.0% | 6.02% | -17.7% |
Q1 2019 | $188,723,000 | +43.7% | 996,427 | +26.0% | 7.32% | -6.1% |
Q4 2018 | $131,316,000 | – | 790,773 | – | 7.80% | – |
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% |