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 | $7,356,039 | -2.4% | 29,500 | +2.3% | 7.58% | +2.8% |
Q2 2023 | $7,539,000 | +7.8% | 28,831 | +3.1% | 7.38% | +2.6% |
Q1 2023 | $6,993,000 | -1.9% | 27,952 | -5.1% | 7.19% | -12.2% |
Q4 2022 | $7,125,000 | +18.2% | 29,457 | +7.2% | 8.19% | -9.7% |
Q3 2022 | $6,027,000 | -1.5% | 27,489 | +1.7% | 9.08% | -0.5% |
Q2 2022 | $6,116,000 | -3.6% | 27,035 | +14.3% | 9.12% | -37.1% |
Q1 2022 | $6,347,000 | +17.5% | 23,655 | +23.9% | 14.52% | +120.6% |
Q4 2021 | $5,404,000 | +161.1% | 19,088 | +142.6% | 6.58% | +6.7% |
Q3 2021 | $2,070,000 | -67.5% | 7,869 | -66.8% | 6.17% | +142.5% |
Q2 2021 | $6,373,000 | -0.9% | 23,716 | -4.0% | 2.54% | -24.6% |
Q1 2021 | $6,430,000 | +17.5% | 24,704 | +3.7% | 3.37% | +4.3% |
Q4 2020 | $5,474,000 | +38.8% | 23,818 | +11.9% | 3.23% | +11.7% |
Q3 2020 | $3,944,000 | +12.4% | 21,285 | +7.9% | 2.89% | -9.6% |
Q2 2020 | $3,509,000 | +22.8% | 19,732 | -0.6% | 3.20% | +0.1% |
Q1 2020 | $2,857,000 | -27.8% | 19,860 | +3.3% | 3.20% | -4.3% |
Q4 2019 | $3,955,000 | – | 19,218 | – | 3.34% | – |
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% |