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 | $1,990,862 | -3.8% | 7,984 | +0.9% | 0.07% | +1.5% |
| Q2 2023 | $2,069,145 | +11.9% | 7,913 | +7.1% | 0.07% | +6.2% |
| Q1 2023 | $1,848,702 | -33.5% | 7,390 | -35.7% | 0.06% | -39.0% |
| Q4 2022 | $2,779,825 | +79.0% | 11,492 | +62.2% | 0.10% | +56.7% |
| Q3 2022 | $1,553,000 | +18.2% | 7,083 | +22.0% | 0.07% | +21.8% |
| Q2 2022 | $1,314,000 | +18.1% | 5,808 | +32.2% | 0.06% | +22.2% |
| Q1 2022 | $1,113,000 | -11.2% | 4,393 | -0.8% | 0.04% | +2.3% |
| Q4 2021 | $1,253,000 | +9.6% | 4,427 | +1.9% | 0.04% | -2.2% |
| Q3 2021 | $1,143,000 | +5.9% | 4,344 | +8.2% | 0.04% | +7.1% |
| Q2 2021 | $1,079,000 | +2.9% | 4,016 | -0.4% | 0.04% | -6.7% |
| Q1 2021 | $1,049,000 | +14.3% | 4,031 | +0.9% | 0.04% | +4.7% |
| Q4 2020 | $918,000 | +27.0% | 3,995 | +2.4% | 0.04% | +10.3% |
| Q3 2020 | $723,000 | +3.9% | 3,901 | -0.3% | 0.04% | -7.1% |
| Q2 2020 | $696,000 | +24.3% | 3,914 | +0.5% | 0.04% | 0.0% |
| Q1 2020 | $560,000 | +3.5% | 3,895 | +48.2% | 0.04% | +31.2% |
| Q4 2019 | $541,000 | +14.1% | 2,628 | +7.1% | 0.03% | +6.7% |
| Q3 2019 | $474,000 | -0.6% | 2,454 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $477,000 | +2.6% | 2,454 | 0.0% | 0.03% | +3.3% |
| Q1 2019 | $465,000 | +48.1% | 2,454 | +29.9% | 0.03% | +36.4% |
| Q4 2018 | $314,000 | -50.4% | 1,889 | -40.0% | 0.02% | -42.1% |
| Q3 2018 | $633,000 | +5.5% | 3,147 | +2.1% | 0.04% | -20.8% |
| Q2 2018 | $600,000 | +3.8% | 3,083 | 0.0% | 0.05% | +4.3% |
| Q1 2018 | $578,000 | +31.4% | 3,083 | +32.9% | 0.05% | +31.4% |
| Q4 2017 | $440,000 | +3.5% | 2,319 | -2.5% | 0.04% | -2.8% |
| Q3 2017 | $425,000 | +80.1% | 2,378 | +75.4% | 0.04% | +71.4% |
| Q2 2017 | $236,000 | +1.7% | 1,356 | 0.0% | 0.02% | +5.0% |
| Q1 2017 | $232,000 | -28.0% | 1,356 | -39.8% | 0.02% | -41.2% |
| Q2 2014 | $322,000 | -43.0% | 2,251 | -46.7% | 0.03% | -49.3% |
| Q4 2013 | $565,000 | – | 4,220 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |