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 | $800,116,767 | -5.6% | 3,208,810 | -1.0% | 0.68% | -5.1% |
| Q2 2023 | $847,892,209 | +1.9% | 3,242,666 | -2.5% | 0.72% | -1.1% |
| Q1 2023 | $832,371,666 | +4.9% | 3,327,357 | +1.5% | 0.73% | -4.2% |
| Q4 2022 | $793,113,272 | +18.1% | 3,278,818 | +7.0% | 0.76% | +8.5% |
| Q3 2022 | $671,729,000 | -0.7% | 3,063,620 | +2.4% | 0.70% | +5.7% |
| Q2 2022 | $676,562,000 | -14.4% | 2,990,593 | +1.5% | 0.66% | -4.2% |
| Q1 2022 | $790,581,000 | -3.7% | 2,946,200 | +1.6% | 0.69% | +2.2% |
| Q4 2021 | $820,549,000 | +8.4% | 2,898,652 | +0.7% | 0.68% | -3.3% |
| Q3 2021 | $757,302,000 | -2.4% | 2,878,705 | -0.3% | 0.70% | -0.3% |
| Q2 2021 | $775,674,000 | +3.4% | 2,886,444 | +0.2% | 0.70% | -3.4% |
| Q1 2021 | $749,971,000 | +11.6% | 2,881,400 | -1.5% | 0.73% | +7.4% |
| Q4 2020 | $671,978,000 | +22.1% | 2,923,804 | -1.5% | 0.68% | 0.0% |
| Q3 2020 | $550,186,000 | -0.1% | 2,969,000 | -4.1% | 0.68% | -7.5% |
| Q2 2020 | $550,644,000 | +19.6% | 3,096,641 | -3.2% | 0.73% | +26.6% |
| Q1 2020 | $460,267,000 | -29.7% | 3,199,410 | +0.6% | 0.58% | -10.1% |
| Q4 2019 | $654,357,000 | +13.8% | 3,179,258 | +6.9% | 0.64% | +12.4% |
| Q3 2019 | $574,804,000 | +0.7% | 2,974,724 | +1.3% | 0.57% | +2.5% |
| Q2 2019 | $570,571,000 | +6.8% | 2,937,155 | +4.1% | 0.56% | +4.5% |
| Q1 2019 | $534,297,000 | +14.2% | 2,821,005 | +0.1% | 0.54% | +2.7% |
| Q4 2018 | $467,789,000 | -17.4% | 2,816,989 | +0.1% | 0.52% | -3.2% |
| Q3 2018 | $566,293,000 | +6.4% | 2,813,310 | +3.0% | 0.54% | +2.5% |
| Q2 2018 | $532,264,000 | +7.0% | 2,732,645 | +3.1% | 0.52% | +7.1% |
| Q1 2018 | $497,223,000 | +4.1% | 2,650,870 | +5.4% | 0.49% | +5.8% |
| Q4 2017 | $477,414,000 | +8.4% | 2,515,608 | +2.2% | 0.46% | +1.3% |
| Q3 2017 | $440,392,000 | +6.6% | 2,461,658 | +3.6% | 0.46% | +2.9% |
| Q2 2017 | $413,237,000 | -3.8% | 2,375,606 | -5.3% | 0.44% | -6.7% |
| Q1 2017 | $429,737,000 | +25.9% | 2,509,846 | +21.6% | 0.48% | +22.4% |
| Q4 2016 | $341,202,000 | +13.5% | 2,063,631 | +6.2% | 0.39% | +11.1% |
| Q3 2016 | $300,714,000 | +7.3% | 1,943,730 | +3.6% | 0.35% | +6.7% |
| Q2 2016 | $280,323,000 | -9.5% | 1,876,455 | -12.6% | 0.33% | -9.4% |
| Q1 2016 | $309,683,000 | +0.1% | 2,147,745 | -3.3% | 0.36% | -0.8% |
| Q4 2015 | $309,503,000 | +8.0% | 2,221,533 | +5.9% | 0.36% | +6.7% |
| Q3 2015 | $286,696,000 | +8.1% | 2,098,646 | +18.7% | 0.34% | +15.2% |
| Q2 2015 | $265,230,000 | -0.5% | 1,768,430 | +0.8% | 0.30% | +1.4% |
| Q1 2015 | $266,647,000 | +1.0% | 1,754,488 | -3.8% | 0.29% | +1.0% |
| Q4 2014 | $263,952,000 | +8.3% | 1,822,867 | +2.2% | 0.29% | +1.0% |
| Q3 2014 | $243,787,000 | +1.5% | 1,782,853 | +6.2% | 0.29% | -6.2% |
| Q2 2014 | $240,093,000 | +5.6% | 1,678,035 | +1.5% | 0.31% | +2.3% |
| Q1 2014 | $227,320,000 | +2.8% | 1,653,598 | +0.1% | 0.30% | +2.0% |
| Q4 2013 | $221,133,000 | -3.5% | 1,652,590 | -10.5% | 0.29% | -12.3% |
| Q3 2013 | $229,142,000 | +12.3% | 1,845,831 | +4.5% | 0.33% | +12.1% |
| Q2 2013 | $203,993,000 | – | 1,766,176 | – | 0.30% | – |
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% |