ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,599,641 | -0.2% | 1,959,095 | +4.8% | 0.16% | +4.6% |
| Q2 2023 | $489,392,183 | +0.3% | 1,868,780 | -3.9% | 0.15% | -4.4% |
| Q1 2023 | $488,050,215 | +2.0% | 1,943,921 | -1.8% | 0.16% | -2.4% |
| Q4 2022 | $478,676,000 | +11.9% | 1,978,639 | +1.6% | 0.16% | +3.8% |
| Q3 2022 | $427,806,000 | +0.8% | 1,946,820 | +3.7% | 0.16% | +6.8% |
| Q2 2022 | $424,302,000 | -12.7% | 1,878,048 | +3.7% | 0.15% | +3.5% |
| Q1 2022 | $485,996,000 | -12.3% | 1,810,433 | -7.8% | 0.14% | -6.5% |
| Q4 2021 | $554,323,000 | +10.5% | 1,963,675 | +3.0% | 0.15% | -4.4% |
| Q3 2021 | $501,470,000 | -2.7% | 1,906,176 | -0.6% | 0.16% | +0.6% |
| Q2 2021 | $515,522,000 | +12.2% | 1,918,013 | +8.6% | 0.16% | +3.9% |
| Q1 2021 | $459,626,000 | +2.9% | 1,766,801 | -8.7% | 0.15% | -3.2% |
| Q4 2020 | $446,874,000 | +21.1% | 1,934,919 | -2.1% | 0.16% | +5.3% |
| Q3 2020 | $369,060,000 | -11.0% | 1,975,528 | -15.2% | 0.15% | -15.7% |
| Q2 2020 | $414,634,000 | +5.8% | 2,329,642 | -14.1% | 0.18% | -13.6% |
| Q1 2020 | $391,872,000 | -44.8% | 2,711,702 | -21.3% | 0.21% | -30.2% |
| Q4 2019 | $710,257,000 | +6.5% | 3,446,264 | -0.2% | 0.30% | -1.3% |
| Q3 2019 | $667,141,000 | +2.4% | 3,452,725 | +2.9% | 0.30% | +2.4% |
| Q2 2019 | $651,525,000 | +38.5% | 3,354,514 | +35.2% | 0.29% | +35.2% |
| Q1 2019 | $470,308,000 | -23.9% | 2,480,633 | -33.6% | 0.22% | -30.1% |
| Q4 2018 | $617,657,000 | -30.4% | 3,738,203 | -0.8% | 0.31% | -0.3% |
| Q3 2018 | $887,444,000 | +35.9% | 3,767,734 | +12.4% | 0.31% | +7.3% |
| Q2 2018 | $652,815,000 | +49.8% | 3,352,675 | +44.4% | 0.29% | +46.7% |
| Q1 2018 | $435,875,000 | +25.4% | 2,321,568 | +26.8% | 0.20% | +24.7% |
| Q4 2017 | $347,469,000 | +22.1% | 1,831,298 | +15.1% | 0.16% | +17.0% |
| Q3 2017 | $284,663,000 | +27.5% | 1,590,881 | +23.9% | 0.14% | +20.5% |
| Q2 2017 | $223,222,000 | +19.5% | 1,283,681 | +17.5% | 0.11% | +15.5% |
| Q1 2017 | $186,839,000 | +141.3% | 1,092,748 | +133.2% | 0.10% | +131.0% |
| Q4 2016 | $77,431,000 | +45.9% | 468,504 | +36.6% | 0.04% | +40.0% |
| Q3 2016 | $53,060,000 | +23.4% | 342,882 | +19.1% | 0.03% | +20.0% |
| Q2 2016 | $43,000,000 | +40.6% | 287,803 | +35.7% | 0.02% | +38.9% |
| Q1 2016 | $30,587,000 | +36.4% | 212,137 | +31.9% | 0.02% | +38.5% |
| Q4 2015 | $22,417,000 | +19.2% | 160,872 | +16.9% | 0.01% | +8.3% |
| Q3 2015 | $18,805,000 | -5.1% | 137,669 | +4.2% | 0.01% | +9.1% |
| Q2 2015 | $19,809,000 | +17.6% | 132,115 | +19.2% | 0.01% | +10.0% |
| Q1 2015 | $16,839,000 | +11.9% | 110,841 | +6.5% | 0.01% | +11.1% |
| Q4 2014 | $15,053,000 | +13.9% | 104,122 | +6.9% | 0.01% | +12.5% |
| Q3 2014 | $13,215,000 | +0.7% | 97,395 | +6.1% | 0.01% | 0.0% |
| Q2 2014 | $13,124,000 | +18.3% | 91,782 | +13.7% | 0.01% | +14.3% |
| Q1 2014 | $11,094,000 | +10.6% | 80,704 | +7.7% | 0.01% | +16.7% |
| Q4 2013 | $10,033,000 | +1.2% | 74,961 | -6.2% | 0.01% | -14.3% |
| Q3 2013 | $9,915,000 | +2.6% | 79,877 | -4.5% | 0.01% | 0.0% |
| Q2 2013 | $9,663,000 | – | 83,660 | – | 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% |