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 | $7,875,470 | -13.2% | 31,584 | -9.0% | 0.06% | -10.6% |
| Q2 2023 | $9,073,617 | -6.4% | 34,701 | -10.5% | 0.07% | -9.6% |
| Q1 2023 | $9,697,703 | +102510.3% | 38,766 | -0.8% | 0.07% | 0.0% |
| Q4 2022 | $9,451 | -99.9% | 39,070 | -11.3% | 0.07% | -9.9% |
| Q3 2022 | $9,661,000 | -11.7% | 44,060 | -8.9% | 0.08% | -3.6% |
| Q2 2022 | $10,947,000 | -16.1% | 48,390 | -0.5% | 0.08% | +1.2% |
| Q1 2022 | $13,044,000 | -5.8% | 48,609 | -0.6% | 0.08% | -1.2% |
| Q4 2021 | $13,846,000 | -2.1% | 48,912 | -9.0% | 0.08% | -6.7% |
| Q3 2021 | $14,137,000 | -2.0% | 53,740 | +0.1% | 0.09% | -29.7% |
| Q2 2021 | $14,431,000 | +4.2% | 53,701 | +0.9% | 0.13% | -4.5% |
| Q1 2021 | $13,846,000 | -11.7% | 53,196 | -22.0% | 0.13% | -19.3% |
| Q4 2020 | $15,681,000 | +23.4% | 68,227 | -0.5% | 0.17% | +23.0% |
| Q3 2020 | $12,703,000 | -1.1% | 68,550 | -5.1% | 0.14% | -6.9% |
| Q2 2020 | $12,841,000 | +62.4% | 72,212 | +31.4% | 0.14% | +35.5% |
| Q1 2020 | $7,908,000 | -48.6% | 54,974 | -26.4% | 0.11% | -34.8% |
| Q4 2019 | $15,377,000 | +5.5% | 74,710 | -0.9% | 0.16% | +1.9% |
| Q3 2019 | $14,571,000 | -10.8% | 75,406 | -10.3% | 0.16% | -11.5% |
| Q2 2019 | $16,337,000 | +4.5% | 84,099 | +1.9% | 0.18% | +3.4% |
| Q1 2019 | $15,629,000 | +31.2% | 82,519 | +15.0% | 0.18% | +20.5% |
| Q4 2018 | $11,911,000 | -15.6% | 71,725 | +2.2% | 0.15% | +5.0% |
| Q3 2018 | $14,120,000 | +7.2% | 70,148 | +3.7% | 0.14% | +4.5% |
| Q2 2018 | $13,173,000 | -7.7% | 67,629 | -11.1% | 0.13% | -10.1% |
| Q1 2018 | $14,265,000 | -60.5% | 76,052 | -60.0% | 0.15% | -58.7% |
| Q4 2017 | $36,097,000 | +764.0% | 190,202 | +714.9% | 0.36% | +450.8% |
| Q3 2017 | $4,178,000 | +43.8% | 23,341 | +42.4% | 0.06% | +41.3% |
| Q2 2017 | $2,906,000 | +91.2% | 16,395 | +84.7% | 0.05% | +91.7% |
| Q1 2017 | $1,520,000 | -1.0% | 8,876 | -4.4% | 0.02% | -7.7% |
| Q4 2016 | $1,535,000 | +37.8% | 9,286 | +24.5% | 0.03% | +23.8% |
| Q2 2016 | $1,114,000 | +56.7% | 7,456 | +51.2% | 0.02% | +50.0% |
| Q1 2016 | $711,000 | +25.6% | 4,931 | +19.0% | 0.01% | +16.7% |
| Q3 2015 | $566,000 | -1.9% | 4,144 | +7.8% | 0.01% | +9.1% |
| Q2 2015 | $577,000 | -1.2% | 3,844 | 0.0% | 0.01% | -8.3% |
| Q1 2015 | $584,000 | +4.8% | 3,844 | 0.0% | 0.01% | +9.1% |
| Q4 2014 | $557,000 | +9.2% | 3,844 | +3.1% | 0.01% | 0.0% |
| Q3 2014 | $510,000 | -4.5% | 3,729 | 0.0% | 0.01% | +10.0% |
| Q2 2014 | $534,000 | +0.6% | 3,729 | -3.5% | 0.01% | -9.1% |
| Q1 2014 | $531,000 | +21.5% | 3,864 | +18.4% | 0.01% | +10.0% |
| Q4 2013 | $437,000 | +17.8% | 3,264 | +9.2% | 0.01% | +11.1% |
| Q3 2013 | $371,000 | – | 2,989 | – | 0.01% | – |
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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% |