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 | $7,883,215 | -5.3% | 31,615 | -0.7% | 2.03% | -0.6% |
| Q2 2023 | $8,328,705 | +4.4% | 31,852 | -0.1% | 2.04% | -0.9% |
| Q1 2023 | $7,976,419 | +3.6% | 31,885 | +0.2% | 2.06% | -1.8% |
| Q4 2022 | $7,698,878 | +11.1% | 31,828 | +0.7% | 2.10% | +9.1% |
| Q3 2022 | $6,932,000 | -0.7% | 31,615 | +2.5% | 1.92% | +2.6% |
| Q2 2022 | $6,979,000 | -13.1% | 30,851 | +3.1% | 1.87% | -1.1% |
| Q1 2022 | $8,030,000 | -3.7% | 29,927 | +1.6% | 1.89% | -1.1% |
| Q4 2021 | $8,341,000 | +7.8% | 29,467 | +0.2% | 1.92% | -2.0% |
| Q3 2021 | $7,737,000 | -0.1% | 29,413 | +2.1% | 1.96% | -1.0% |
| Q2 2021 | $7,743,000 | +8.5% | 28,814 | +5.1% | 1.98% | -0.6% |
| Q1 2021 | $7,134,000 | +42.3% | 27,409 | +25.6% | 1.99% | +30.5% |
| Q4 2020 | $5,014,000 | +43.3% | 21,815 | +15.5% | 1.52% | +23.8% |
| Q3 2020 | $3,499,000 | +6.8% | 18,882 | +1.7% | 1.23% | 0.0% |
| Q2 2020 | $3,277,000 | +31.3% | 18,572 | +0.8% | 1.23% | +3.7% |
| Q1 2020 | $2,496,000 | -38.0% | 18,430 | -5.6% | 1.18% | -11.8% |
| Q4 2019 | $4,025,000 | +15.3% | 19,529 | +6.0% | 1.34% | +6.1% |
| Q3 2019 | $3,491,000 | +6.2% | 18,415 | +9.1% | 1.27% | +3.1% |
| Q2 2019 | $3,288,000 | +9.3% | 16,880 | +7.7% | 1.23% | +0.9% |
| Q1 2019 | $3,007,000 | +4.1% | 15,667 | -9.5% | 1.22% | -7.6% |
| Q4 2018 | $2,889,000 | – | 17,305 | – | 1.32% | – |
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% |