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 | $64,595,992 | +106.0% | 259,058 | +116.0% | 1.88% | -1.4% |
| Q2 2023 | $31,363,940 | +17.4% | 119,948 | +12.3% | 1.90% | -2.2% |
| Q1 2023 | $26,715,177 | +5.4% | 106,792 | +1.9% | 1.94% | -2.1% |
| Q4 2022 | $25,357,843 | +22.6% | 104,832 | +11.2% | 1.99% | +4.3% |
| Q3 2022 | $20,679,000 | -3.7% | 94,311 | -0.7% | 1.90% | +13.8% |
| Q2 2022 | $21,480,000 | -15.7% | 94,946 | +0.0% | 1.67% | -3.1% |
| Q1 2022 | $25,468,000 | -0.7% | 94,910 | +4.8% | 1.73% | -0.9% |
| Q4 2021 | $25,644,000 | +3.5% | 90,588 | -3.8% | 1.74% | -5.6% |
| Q3 2021 | $24,777,000 | -2.1% | 94,183 | +0.0% | 1.85% | -5.1% |
| Q2 2021 | $25,303,000 | +1.6% | 94,158 | -1.6% | 1.95% | -6.2% |
| Q1 2021 | $24,914,000 | +15.2% | 95,719 | +1.7% | 2.08% | +5.5% |
| Q4 2020 | $21,635,000 | +26.4% | 94,136 | +1.9% | 1.97% | +7.2% |
| Q3 2020 | $17,119,000 | +1.8% | 92,379 | -2.3% | 1.84% | -5.7% |
| Q2 2020 | $16,819,000 | +19.4% | 94,587 | -3.4% | 1.94% | -5.2% |
| Q1 2020 | $14,083,000 | -32.5% | 97,893 | -3.5% | 2.05% | -19.0% |
| Q4 2019 | $20,869,000 | +12.5% | 101,393 | +5.7% | 2.53% | +2.0% |
| Q3 2019 | $18,544,000 | -0.1% | 95,970 | +0.4% | 2.48% | +0.4% |
| Q2 2019 | $18,564,000 | +8.8% | 95,560 | +6.1% | 2.47% | +5.1% |
| Q1 2019 | $17,057,000 | +21.1% | 90,059 | +6.2% | 2.35% | +7.3% |
| Q4 2018 | $14,080,000 | -11.2% | 84,788 | +7.6% | 2.19% | +0.9% |
| Q3 2018 | $15,855,000 | -5.3% | 78,766 | -8.3% | 2.17% | -8.9% |
| Q2 2018 | $16,739,000 | +1.4% | 85,936 | -2.4% | 2.39% | -0.3% |
| Q1 2018 | $16,514,000 | -14.0% | 88,044 | -13.0% | 2.39% | -8.1% |
| Q4 2017 | $19,205,000 | +5.6% | 101,198 | -0.4% | 2.60% | +10.0% |
| Q3 2017 | $18,178,000 | +5.4% | 101,609 | +2.5% | 2.37% | -6.0% |
| Q2 2017 | $17,239,000 | +5.6% | 99,100 | +4.0% | 2.52% | +6.2% |
| Q1 2017 | $16,319,000 | +21.3% | 95,315 | +17.2% | 2.37% | +9.0% |
| Q4 2016 | $13,451,000 | – | 81,355 | – | 2.18% | – |
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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% |