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 2021 | $2,963,000 | -1.2% | 11,263 | +0.9% | 0.19% | -1.5% |
| Q2 2021 | $3,000,000 | +10.3% | 11,165 | +6.8% | 0.20% | +2.6% |
| Q1 2021 | $2,720,000 | +16.6% | 10,452 | +3.0% | 0.19% | +7.3% |
| Q4 2020 | $2,333,000 | +32.2% | 10,151 | +6.6% | 0.18% | +16.3% |
| Q3 2020 | $1,765,000 | +10.2% | 9,525 | +5.8% | 0.15% | +16.8% |
| Q2 2020 | $1,601,000 | +18.2% | 9,003 | -4.4% | 0.13% | +2.3% |
| Q1 2020 | $1,355,000 | -28.4% | 9,421 | +2.5% | 0.13% | -6.6% |
| Q4 2019 | $1,892,000 | +15.2% | 9,191 | +8.1% | 0.14% | +4.6% |
| Q3 2019 | $1,643,000 | +4.3% | 8,503 | +4.9% | 0.13% | +0.8% |
| Q2 2019 | $1,575,000 | -22.3% | 8,109 | -24.2% | 0.13% | -24.9% |
| Q1 2019 | $2,027,000 | +19.0% | 10,702 | +4.3% | 0.17% | +6.8% |
| Q4 2018 | $1,704,000 | -12.6% | 10,260 | +6.0% | 0.16% | -1.8% |
| Q3 2018 | $1,949,000 | +0.6% | 9,683 | -2.7% | 0.16% | -5.7% |
| Q2 2018 | $1,938,000 | +27.3% | 9,951 | +22.7% | 0.18% | +23.2% |
| Q1 2018 | $1,522,000 | +7.0% | 8,113 | +8.3% | 0.14% | +11.8% |
| Q4 2017 | $1,422,000 | +6.1% | 7,494 | +0.1% | 0.13% | -0.8% |
| Q3 2017 | $1,340,000 | +3.6% | 7,488 | +0.7% | 0.13% | +0.8% |
| Q2 2017 | $1,294,000 | +15.1% | 7,439 | +13.3% | 0.13% | +9.5% |
| Q1 2017 | $1,124,000 | +20.6% | 6,564 | +16.4% | 0.12% | +16.0% |
| Q4 2016 | $932,000 | +18.7% | 5,638 | +11.0% | 0.10% | +17.6% |
| Q3 2016 | $785,000 | +18.4% | 5,079 | +14.4% | 0.08% | +13.3% |
| Q2 2016 | $663,000 | +23.9% | 4,440 | +19.6% | 0.08% | +21.0% |
| Q1 2016 | $535,000 | +8.3% | 3,711 | +4.6% | 0.06% | +5.1% |
| Q4 2015 | $494,000 | -2.6% | 3,548 | -4.5% | 0.06% | -9.2% |
| Q3 2015 | $507,000 | -1.6% | 3,715 | +8.1% | 0.06% | +8.3% |
| Q2 2015 | $515,000 | +111.1% | 3,436 | +113.9% | 0.06% | +114.3% |
| Q1 2015 | $244,000 | – | 1,606 | – | 0.03% | – |
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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% |