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 | $20,403,827 | +95450.4% | 81,828 | +0.2% | 0.90% | +0.9% |
| Q2 2023 | $21,354 | +1.1% | 81,665 | -3.3% | 0.89% | -4.7% |
| Q1 2023 | $21,129 | -0.1% | 84,458 | -3.4% | 0.93% | -2.7% |
| Q4 2022 | $21,145 | -99.9% | 87,412 | -15.3% | 0.96% | -13.1% |
| Q3 2022 | $22,638,000 | -5.6% | 103,252 | -2.6% | 1.10% | +0.1% |
| Q2 2022 | $23,993,000 | -17.5% | 106,056 | -2.1% | 1.10% | -2.7% |
| Q1 2022 | $29,073,000 | -9.2% | 108,340 | -4.2% | 1.14% | -1.4% |
| Q4 2021 | $32,007,000 | +8.2% | 113,066 | +0.5% | 1.15% | +0.8% |
| Q3 2021 | $29,583,000 | -3.8% | 112,455 | -1.8% | 1.14% | -2.6% |
| Q2 2021 | $30,758,000 | +15.7% | 114,459 | +12.1% | 1.17% | +10.5% |
| Q1 2021 | $26,579,000 | +10.2% | 102,115 | -2.7% | 1.06% | +4.8% |
| Q4 2020 | $24,110,000 | +21.7% | 104,903 | -1.9% | 1.01% | +10.3% |
| Q3 2020 | $19,807,000 | -0.8% | 106,888 | -4.8% | 0.92% | -6.4% |
| Q2 2020 | $19,961,000 | +11.3% | 112,255 | -10.0% | 0.98% | -6.9% |
| Q1 2020 | $17,937,000 | -34.1% | 124,686 | -5.8% | 1.05% | -23.7% |
| Q4 2019 | $27,238,000 | +7.9% | 132,340 | +1.3% | 1.38% | +0.3% |
| Q3 2019 | $25,248,000 | -4.1% | 130,662 | -3.6% | 1.38% | -3.3% |
| Q2 2019 | $26,337,000 | -4.5% | 135,571 | -6.8% | 1.42% | -5.1% |
| Q1 2019 | $27,565,000 | +7.8% | 145,539 | -5.5% | 1.50% | -3.3% |
| Q4 2018 | $25,568,000 | -18.0% | 153,963 | -0.6% | 1.55% | -5.5% |
| Q3 2018 | $31,181,000 | +0.1% | 154,905 | -3.1% | 1.64% | -5.5% |
| Q2 2018 | $31,152,000 | +1.5% | 159,933 | -2.2% | 1.74% | -1.0% |
| Q1 2018 | $30,683,000 | -13.1% | 163,586 | -12.1% | 1.76% | -8.9% |
| Q4 2017 | $35,308,000 | -1.5% | 186,041 | -7.2% | 1.93% | -6.1% |
| Q3 2017 | $35,846,000 | -7.7% | 200,369 | -10.3% | 2.05% | -11.2% |
| Q2 2017 | $38,837,000 | -3.6% | 223,260 | -5.1% | 2.31% | -5.2% |
| Q1 2017 | $40,268,000 | -0.7% | 235,185 | -4.1% | 2.44% | -4.1% |
| Q4 2016 | $40,540,000 | +3.7% | 245,189 | -2.9% | 2.54% | +3.3% |
| Q3 2016 | $39,075,000 | +2.5% | 252,568 | -1.0% | 2.46% | +1.6% |
| Q2 2016 | $38,126,000 | +0.4% | 255,216 | -3.1% | 2.42% | -0.7% |
| Q1 2016 | $37,979,000 | +0.6% | 263,395 | -2.8% | 2.44% | +3.1% |
| Q4 2015 | $37,769,000 | +2.4% | 271,097 | +0.4% | 2.36% | +0.1% |
| Q3 2015 | $36,900,000 | -8.7% | 270,113 | +0.2% | 2.36% | +0.6% |
| Q2 2015 | $40,416,000 | -2.8% | 269,473 | -1.5% | 2.35% | -0.8% |
| Q1 2015 | $41,584,000 | +4.0% | 273,612 | -0.9% | 2.37% | +5.4% |
| Q4 2014 | $39,985,000 | +6.1% | 276,135 | +0.2% | 2.24% | +5.0% |
| Q3 2014 | $37,693,000 | -4.2% | 275,654 | +0.2% | 2.14% | -1.5% |
| Q2 2014 | $39,363,000 | +2.6% | 275,114 | -1.4% | 2.17% | +1.1% |
| Q1 2014 | $38,358,000 | +1.8% | 279,022 | -0.9% | 2.15% | +1.2% |
| Q4 2013 | $37,683,000 | +7.2% | 281,615 | -0.6% | 2.12% | -2.1% |
| Q3 2013 | $35,154,000 | +7.7% | 283,180 | +0.2% | 2.17% | +2.7% |
| Q2 2013 | $32,631,000 | +0.1% | 282,513 | -0.2% | 2.11% | +0.4% |
| Q1 2013 | $32,585,000 | – | 283,177 | – | 2.10% | – |
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% |