ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,642 | -28.1% | 211,117 | -24.6% | 0.03% | -28.3% |
| Q2 2023 | $73,196 | +456.7% | 279,934 | +432.6% | 0.05% | +666.7% |
| Q1 2023 | $13,148 | +1794.5% | 52,557 | +1732.5% | 0.01% | – |
| Q4 2022 | $694 | -100.0% | 2,868 | -91.4% | 0.00% | -100.0% |
| Q3 2022 | $7,325,000 | +554.0% | 33,406 | +575.3% | 0.01% | +700.0% |
| Q2 2022 | $1,120,000 | -58.4% | 4,947 | -50.7% | 0.00% | -50.0% |
| Q1 2022 | $2,691,000 | -27.5% | 10,029 | -23.6% | 0.00% | +100.0% |
| Q4 2021 | $3,714,000 | +426.8% | 13,122 | +388.9% | 0.00% | – |
| Q3 2021 | $705,000 | +396.5% | 2,684 | +406.4% | 0.00% | – |
| Q2 2021 | $142,000 | -89.8% | 530 | -90.1% | 0.00% | -100.0% |
| Q1 2021 | $1,390,000 | +1039.3% | 5,339 | +907.4% | 0.00% | – |
| Q4 2020 | $122,000 | -26.5% | 530 | -40.9% | 0.00% | – |
| Q3 2020 | $166,000 | -45.9% | 897 | -48.2% | 0.00% | – |
| Q2 2020 | $307,000 | -64.6% | 1,730 | -71.3% | 0.00% | -100.0% |
| Q1 2020 | $867,000 | +43.8% | 6,030 | +105.8% | 0.00% | – |
| Q4 2019 | $603,000 | -34.0% | 2,930 | -38.1% | 0.00% | – |
| Q3 2019 | $914,000 | -44.3% | 4,730 | -44.0% | 0.00% | -100.0% |
| Q2 2019 | $1,641,000 | -31.8% | 8,444 | -33.5% | 0.00% | 0.0% |
| Q1 2019 | $2,405,000 | +190.1% | 12,695 | +154.2% | 0.00% | – |
| Q4 2018 | $829,000 | -60.0% | 4,995 | -51.5% | 0.00% | -100.0% |
| Q3 2018 | $2,073,000 | +0.1% | 10,295 | -3.1% | 0.00% | -50.0% |
| Q2 2018 | $2,071,000 | -20.6% | 10,629 | -23.5% | 0.00% | 0.0% |
| Q1 2018 | $2,607,000 | +136.8% | 13,899 | +139.6% | 0.00% | – |
| Q4 2017 | $1,101,000 | -74.3% | 5,802 | -75.8% | 0.00% | -100.0% |
| Q3 2017 | $4,289,000 | +259.2% | 23,978 | +249.5% | 0.00% | +100.0% |
| Q2 2017 | $1,194,000 | -20.6% | 6,861 | -21.8% | 0.00% | 0.0% |
| Q1 2017 | $1,503,000 | +133.4% | 8,777 | +125.3% | 0.00% | +100.0% |
| Q4 2016 | $644,000 | -50.1% | 3,895 | -53.3% | 0.00% | 0.0% |
| Q3 2016 | $1,291,000 | -18.1% | 8,347 | -20.9% | 0.00% | -50.0% |
| Q2 2016 | $1,577,000 | +373.6% | 10,555 | +356.9% | 0.00% | – |
| Q1 2016 | $333,000 | -74.9% | 2,310 | -75.8% | 0.00% | -100.0% |
| Q4 2015 | $1,327,000 | -52.4% | 9,551 | -53.4% | 0.00% | -75.0% |
| Q3 2015 | $2,789,000 | -30.4% | 20,476 | -23.8% | 0.00% | -20.0% |
| Q2 2015 | $4,009,000 | +4.1% | 26,854 | +5.4% | 0.01% | +25.0% |
| Q1 2015 | $3,852,000 | -6.2% | 25,467 | -10.7% | 0.00% | 0.0% |
| Q4 2014 | $4,108,000 | +2.2% | 28,513 | -3.5% | 0.00% | 0.0% |
| Q3 2014 | $4,020,000 | -23.6% | 29,535 | -19.7% | 0.00% | -20.0% |
| Q2 2014 | $5,259,000 | -7.0% | 36,777 | -10.9% | 0.01% | -16.7% |
| Q1 2014 | $5,656,000 | -20.3% | 41,281 | -22.6% | 0.01% | -14.3% |
| Q4 2013 | $7,096,000 | +13.9% | 53,346 | +6.2% | 0.01% | -12.5% |
| Q3 2013 | $6,228,000 | +28.0% | 50,222 | +19.2% | 0.01% | +14.3% |
| Q2 2013 | $4,867,000 | – | 42,132 | – | 0.01% | – |
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% |