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 | $545,080 | -7.0% | 2,186 | -2.5% | 0.04% | -2.3% |
| Q2 2023 | $586,239 | +4.5% | 2,242 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $560,859 | +3.4% | 2,242 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $542,317 | +10.2% | 2,242 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $492,000 | -3.0% | 2,242 | 0.0% | 0.04% | +7.5% |
| Q2 2022 | $507,000 | -12.3% | 2,242 | +4.1% | 0.04% | 0.0% |
| Q1 2022 | $578,000 | -5.1% | 2,153 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $609,000 | +9.3% | 2,153 | +1.7% | 0.04% | 0.0% |
| Q3 2021 | $557,000 | +14.1% | 2,118 | +16.7% | 0.04% | +14.3% |
| Q2 2021 | $488,000 | +3.4% | 1,815 | 0.0% | 0.04% | -5.4% |
| Q1 2021 | $472,000 | +13.2% | 1,815 | 0.0% | 0.04% | +5.7% |
| Q4 2020 | $417,000 | +24.1% | 1,815 | 0.0% | 0.04% | +12.9% |
| Q3 2020 | $336,000 | +10.2% | 1,815 | +5.8% | 0.03% | 0.0% |
| Q2 2020 | $305,000 | +23.5% | 1,715 | 0.0% | 0.03% | +3.3% |
| Q1 2020 | $247,000 | -31.4% | 1,715 | -2.0% | 0.03% | -14.3% |
| Q4 2019 | $360,000 | +5.6% | 1,750 | -0.8% | 0.04% | 0.0% |
| Q3 2019 | $341,000 | -0.6% | 1,765 | 0.0% | 0.04% | -2.8% |
| Q2 2019 | $343,000 | +0.9% | 1,765 | -1.7% | 0.04% | -5.3% |
| Q1 2019 | $340,000 | +14.1% | 1,795 | 0.0% | 0.04% | +2.7% |
| Q4 2018 | $298,000 | -17.5% | 1,795 | 0.0% | 0.04% | -2.6% |
| Q3 2018 | $361,000 | +3.1% | 1,795 | 0.0% | 0.04% | -5.0% |
| Q2 2018 | $350,000 | +3.9% | 1,795 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $337,000 | -8.7% | 1,795 | -7.7% | 0.04% | -7.1% |
| Q4 2017 | $369,000 | +3.1% | 1,945 | -2.8% | 0.04% | -2.3% |
| Q3 2017 | $358,000 | +2.9% | 2,000 | 0.0% | 0.04% | +2.4% |
| Q2 2017 | $348,000 | +9.8% | 2,000 | +8.1% | 0.04% | +10.5% |
| Q1 2017 | $317,000 | +3.6% | 1,850 | 0.0% | 0.04% | -5.0% |
| Q4 2016 | $306,000 | +7.0% | 1,850 | 0.0% | 0.04% | +11.1% |
| Q3 2016 | $286,000 | +3.6% | 1,850 | 0.0% | 0.04% | -2.7% |
| Q2 2016 | $276,000 | +3.0% | 1,850 | -0.8% | 0.04% | 0.0% |
| Q1 2016 | $268,000 | +3.5% | 1,865 | 0.0% | 0.04% | +2.8% |
| Q4 2015 | $259,000 | -0.4% | 1,865 | -2.4% | 0.04% | -5.3% |
| Q3 2015 | $260,000 | -9.1% | 1,910 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $286,000 | -7.7% | 1,910 | -6.6% | 0.04% | -9.5% |
| Q1 2015 | $310,000 | -2.2% | 2,045 | -6.6% | 0.04% | -2.3% |
| Q4 2014 | $317,000 | -0.3% | 2,190 | -6.0% | 0.04% | -2.3% |
| Q3 2014 | $318,000 | -5.1% | 2,329 | -0.6% | 0.04% | 0.0% |
| Q2 2014 | $335,000 | +0.9% | 2,344 | -3.1% | 0.04% | -6.4% |
| Q1 2014 | $332,000 | -1.8% | 2,420 | -4.4% | 0.05% | -4.1% |
| Q4 2013 | $338,000 | +7.6% | 2,531 | 0.0% | 0.05% | -2.0% |
| Q3 2013 | $314,000 | +7.5% | 2,531 | 0.0% | 0.05% | +4.2% |
| Q2 2013 | $292,000 | – | 2,531 | – | 0.05% | – |
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% |