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 | $17,494 | -77.1% | 70,158 | -75.9% | 0.05% | -77.0% |
| Q2 2023 | $76,261 | -25.4% | 291,653 | -28.6% | 0.24% | -33.2% |
| Q1 2023 | $102,167 | +17.0% | 408,408 | +13.1% | 0.35% | +6.7% |
| Q4 2022 | $87,313 | -99.9% | 360,961 | -1.7% | 0.33% | -3.2% |
| Q3 2022 | $80,547,000 | -7.7% | 367,358 | -4.8% | 0.34% | -11.2% |
| Q2 2022 | $87,286,000 | +20.7% | 385,830 | +43.2% | 0.38% | +39.1% |
| Q1 2022 | $72,303,000 | +97.8% | 269,445 | +108.6% | 0.28% | +97.1% |
| Q4 2021 | $36,560,000 | +76.4% | 129,150 | +64.0% | 0.14% | +64.7% |
| Q3 2021 | $20,722,000 | +36.9% | 78,769 | +39.8% | 0.08% | +19.7% |
| Q2 2021 | $15,140,000 | -9.4% | 56,339 | -12.2% | 0.07% | -18.4% |
| Q1 2021 | $16,705,000 | +46.2% | 64,182 | +29.1% | 0.09% | +31.8% |
| Q4 2020 | $11,430,000 | +1.8% | 49,734 | -17.9% | 0.07% | -7.0% |
| Q3 2020 | $11,231,000 | +15.3% | 60,609 | +10.6% | 0.07% | +9.2% |
| Q2 2020 | $9,743,000 | -51.2% | 54,789 | -60.5% | 0.06% | -60.1% |
| Q1 2020 | $19,962,000 | +115.3% | 138,757 | +208.1% | 0.16% | +150.8% |
| Q4 2019 | $9,270,000 | -4.3% | 45,041 | -10.1% | 0.06% | -15.6% |
| Q3 2019 | $9,682,000 | +5.4% | 50,108 | +6.0% | 0.08% | +2.7% |
| Q2 2019 | $9,187,000 | +32.9% | 47,292 | +29.5% | 0.08% | +23.0% |
| Q1 2019 | $6,914,000 | -73.5% | 36,506 | -76.8% | 0.06% | -52.7% |
| Q4 2018 | $26,112,000 | +508.2% | 157,250 | +637.3% | 0.13% | +239.5% |
| Q3 2018 | $4,293,000 | -56.2% | 21,328 | -57.7% | 0.04% | -19.1% |
| Q2 2018 | $9,812,000 | +72.7% | 50,378 | +66.3% | 0.05% | -16.1% |
| Q1 2018 | $5,683,000 | +39.1% | 30,300 | +40.7% | 0.06% | +33.3% |
| Q4 2017 | $4,086,000 | -17.4% | 21,532 | -22.1% | 0.04% | -19.2% |
| Q3 2017 | $4,947,000 | +30.7% | 27,656 | +27.1% | 0.05% | +26.8% |
| Q2 2017 | $3,784,000 | +8.9% | 21,756 | +7.2% | 0.04% | +7.9% |
| Q1 2017 | $3,474,000 | +49.2% | 20,291 | +44.1% | 0.04% | +35.7% |
| Q4 2016 | $2,328,000 | -9.8% | 14,081 | -15.6% | 0.03% | -15.2% |
| Q3 2016 | $2,581,000 | +14.0% | 16,684 | +10.0% | 0.03% | +6.5% |
| Q2 2016 | $2,265,000 | -1.6% | 15,164 | -5.0% | 0.03% | -8.8% |
| Q1 2016 | $2,301,000 | -39.8% | 15,959 | -41.8% | 0.03% | -46.0% |
| Q4 2015 | $3,823,000 | +36.6% | 27,439 | +34.0% | 0.06% | +28.6% |
| Q3 2015 | $2,798,000 | +69.4% | 20,482 | +79.5% | 0.05% | +58.1% |
| Q4 2014 | $1,652,000 | -50.1% | 11,408 | -52.9% | 0.03% | -53.0% |
| Q3 2014 | $3,310,000 | +8.7% | 24,206 | +13.7% | 0.07% | +50.0% |
| Q2 2014 | $3,045,000 | +444.7% | 21,281 | +423.5% | 0.04% | +388.9% |
| Q1 2014 | $559,000 | -92.6% | 4,065 | -92.8% | 0.01% | -92.7% |
| Q4 2013 | $7,577,000 | +2210.1% | 56,624 | +2043.2% | 0.12% | +1966.7% |
| Q3 2013 | $328,000 | -4.4% | 2,642 | -10.9% | 0.01% | -14.3% |
| Q2 2013 | $343,000 | – | 2,965 | – | 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% |