ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,378 filers reported holding ISHARES TR in Q3 2020. 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 | $129,106,115 | -6.3% | 517,771 | -1.7% | 4.59% | -0.8% |
| Q2 2023 | $137,779,738 | +7.5% | 526,923 | +2.8% | 4.62% | +1.7% |
| Q1 2023 | $128,215,672 | +4.7% | 512,535 | +1.3% | 4.55% | +1.1% |
| Q4 2022 | $122,405,209 | +11.4% | 506,037 | +1.0% | 4.50% | +6.2% |
| Q3 2022 | $109,851,000 | -7.6% | 501,006 | -4.7% | 4.24% | -2.1% |
| Q2 2022 | $118,950,000 | -12.3% | 525,792 | +4.0% | 4.33% | +3.2% |
| Q1 2022 | $135,614,000 | -3.0% | 505,378 | +2.3% | 4.19% | +2.4% |
| Q4 2021 | $139,876,000 | +7.4% | 494,118 | -0.2% | 4.09% | -0.1% |
| Q3 2021 | $130,235,000 | +1.3% | 495,061 | +3.5% | 4.10% | +7.1% |
| Q2 2021 | $128,597,000 | +2.8% | 478,537 | -0.4% | 3.82% | +4.6% |
| Q1 2021 | $125,071,000 | +20.4% | 480,525 | +6.3% | 3.66% | +14.4% |
| Q4 2020 | $103,897,000 | +22.7% | 452,061 | -1.1% | 3.20% | +11.6% |
| Q3 2020 | $84,679,000 | +1.1% | 456,962 | -3.0% | 2.86% | -6.2% |
| Q2 2020 | $83,761,000 | +20.3% | 471,040 | -2.7% | 3.05% | -3.0% |
| Q1 2020 | $69,616,000 | -37.1% | 483,914 | -10.0% | 3.15% | -23.3% |
| Q4 2019 | $110,679,000 | +11.3% | 537,750 | +4.5% | 4.10% | +8.3% |
| Q3 2019 | $99,407,000 | -4.7% | 514,450 | -4.2% | 3.79% | -5.0% |
| Q2 2019 | $104,268,000 | +6.0% | 536,747 | +3.3% | 3.99% | -0.5% |
| Q1 2019 | $98,383,000 | +23.2% | 519,443 | +8.0% | 4.01% | +7.0% |
| Q4 2018 | $79,836,000 | -0.9% | 480,772 | +20.1% | 3.75% | -5.8% |
| Q3 2018 | $80,581,000 | +6.9% | 400,328 | +3.4% | 3.98% | +17.5% |
| Q2 2018 | $75,409,000 | +10.4% | 387,150 | +6.3% | 3.39% | +8.0% |
| Q1 2018 | $68,286,000 | +33.8% | 364,051 | +35.4% | 3.14% | -23.6% |
| Q4 2017 | $51,042,000 | -39.3% | 268,953 | -42.7% | 4.11% | -10.3% |
| Q3 2017 | $84,045,000 | +129.6% | 469,782 | +123.3% | 4.58% | -6.6% |
| Q2 2017 | $36,601,000 | +2.2% | 210,410 | +0.6% | 4.91% | -0.7% |
| Q1 2017 | $35,817,000 | +10.6% | 209,185 | +6.8% | 4.94% | +7.7% |
| Q4 2016 | $32,374,000 | +17.4% | 195,805 | +9.9% | 4.59% | 0.0% |
| Q3 2016 | $27,565,000 | +8.8% | 178,173 | +5.1% | 4.59% | +4.9% |
| Q2 2016 | $25,327,000 | +6.5% | 169,536 | +2.8% | 4.38% | +1.3% |
| Q1 2016 | $23,778,000 | +7.2% | 164,908 | +3.6% | 4.32% | +9.1% |
| Q4 2015 | $22,173,000 | -5.4% | 159,152 | +1.8% | 3.96% | -2.6% |
| Q3 2015 | $23,449,000 | 0.0% | 156,343 | 0.0% | 4.07% | 0.0% |
| Q2 2015 | $23,449,000 | -0.2% | 156,343 | +1.2% | 4.07% | -1.0% |
| Q1 2015 | $23,485,000 | +5.7% | 154,528 | +0.7% | 4.11% | +4.4% |
| Q4 2014 | $22,209,000 | +6.9% | 153,378 | +0.9% | 3.94% | +1.0% |
| Q3 2014 | $20,781,000 | -4.1% | 151,974 | +0.3% | 3.90% | -5.7% |
| Q2 2014 | $21,672,000 | +6.5% | 151,474 | +2.3% | 4.13% | -2.8% |
| Q1 2014 | $20,355,000 | +6.7% | 148,074 | +3.9% | 4.25% | -1.0% |
| Q4 2013 | $19,073,000 | +11.1% | 142,539 | +3.1% | 4.30% | +0.9% |
| Q3 2013 | $17,165,000 | +8.8% | 138,266 | +1.2% | 4.26% | +2.2% |
| Q2 2013 | $15,779,000 | – | 136,613 | – | 4.16% | – |
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% |