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 | $152,946,726 | +2.2% | 613,382 | +7.2% | 2.27% | +3.3% |
| Q2 2023 | $149,623,585 | +14.7% | 572,218 | +9.8% | 2.20% | +7.2% |
| Q1 2023 | $130,415,563 | +10.6% | 521,329 | +7.0% | 2.05% | +3.7% |
| Q4 2022 | $117,898,069 | +26.4% | 487,404 | +14.6% | 1.98% | +13.1% |
| Q3 2022 | $93,255,000 | +5.6% | 425,317 | +9.0% | 1.75% | +3.9% |
| Q2 2022 | $88,274,000 | -10.9% | 390,198 | +5.7% | 1.69% | +0.8% |
| Q1 2022 | $99,096,000 | +2.1% | 369,294 | +7.7% | 1.67% | +6.9% |
| Q4 2021 | $97,091,000 | +12.7% | 342,982 | +4.7% | 1.56% | -5.7% |
| Q3 2021 | $86,173,000 | +4.1% | 327,566 | +6.3% | 1.66% | +1.0% |
| Q2 2021 | $82,780,000 | +10.3% | 308,042 | +6.9% | 1.64% | -2.0% |
| Q1 2021 | $75,023,000 | +20.8% | 288,241 | +6.7% | 1.68% | +8.0% |
| Q4 2020 | $62,097,000 | +36.2% | 270,188 | +9.8% | 1.55% | +17.7% |
| Q3 2020 | $45,592,000 | +7.3% | 246,029 | +2.9% | 1.32% | -1.0% |
| Q2 2020 | $42,508,000 | +4.4% | 239,050 | -15.5% | 1.33% | -19.7% |
| Q1 2020 | $40,713,000 | -35.5% | 283,002 | -7.8% | 1.66% | -18.8% |
| Q4 2019 | $63,165,000 | +10.9% | 306,893 | +4.1% | 2.05% | -19.4% |
| Q3 2019 | $56,978,000 | +5.5% | 294,873 | +6.0% | 2.54% | +4.0% |
| Q2 2019 | $54,028,000 | +6.3% | 278,121 | +3.6% | 2.44% | -6.2% |
| Q1 2019 | $50,822,000 | +24.4% | 268,333 | +9.1% | 2.60% | +9.4% |
| Q4 2018 | $40,844,000 | -24.2% | 245,959 | -8.1% | 2.38% | -13.5% |
| Q3 2018 | $53,880,000 | +6.3% | 267,672 | +2.9% | 2.75% | +0.7% |
| Q2 2018 | $50,667,000 | +10.8% | 260,122 | +6.7% | 2.73% | +5.2% |
| Q1 2018 | $45,747,000 | +4.4% | 243,891 | +5.7% | 2.60% | +4.3% |
| Q4 2017 | $43,808,000 | +12.4% | 230,836 | +6.0% | 2.49% | +5.2% |
| Q3 2017 | $38,972,000 | +8.2% | 217,845 | +5.2% | 2.37% | +2.0% |
| Q2 2017 | $36,012,000 | +18.6% | 207,023 | +16.7% | 2.32% | +13.6% |
| Q1 2017 | $30,369,000 | +25.2% | 177,369 | +20.9% | 2.04% | +15.8% |
| Q4 2016 | $24,254,000 | +15.0% | 146,694 | +7.6% | 1.76% | +10.9% |
| Q3 2016 | $21,086,000 | +7.3% | 136,292 | +3.6% | 1.59% | +5.0% |
| Q2 2016 | $19,658,000 | +9.1% | 131,592 | +5.3% | 1.52% | +9.9% |
| Q1 2016 | $18,023,000 | +3.2% | 124,993 | -0.3% | 1.38% | +3.5% |
| Q4 2015 | $17,466,000 | +18.5% | 125,369 | +16.2% | 1.33% | +19.5% |
| Q3 2015 | $14,741,000 | +67.5% | 107,902 | +83.8% | 1.12% | +92.2% |
| Q2 2015 | $8,803,000 | +31.9% | 58,695 | +33.6% | 0.58% | +29.8% |
| Q1 2015 | $6,675,000 | +54.9% | 43,920 | +47.5% | 0.45% | +48.0% |
| Q4 2014 | $4,310,000 | – | 29,768 | – | 0.30% | – |
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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% |