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 | $10,599,751 | -10.3% | 42,510 | -5.9% | 0.49% | -8.8% |
| Q2 2023 | $11,813,805 | +6.4% | 45,181 | +1.8% | 0.54% | +1.1% |
| Q1 2023 | $11,102,387 | +96074.5% | 44,381 | -7.0% | 0.53% | +2.5% |
| Q4 2022 | $11,544 | -99.9% | 47,726 | -1.7% | 0.52% | +2.2% |
| Q3 2022 | $10,647,000 | -4.2% | 48,558 | -1.2% | 0.50% | +3.7% |
| Q2 2022 | $11,116,000 | -21.0% | 49,133 | -6.2% | 0.49% | -1.0% |
| Q1 2022 | $14,062,000 | -21.4% | 52,400 | -17.1% | 0.49% | -14.7% |
| Q4 2021 | $17,894,000 | +4.1% | 63,212 | -3.3% | 0.58% | +66.3% |
| Q3 2021 | $17,189,000 | +6.8% | 65,340 | +9.1% | 0.35% | -42.6% |
| Q2 2021 | $16,091,000 | +12.9% | 59,879 | +9.3% | 0.60% | +4.0% |
| Q1 2021 | $14,255,000 | +1193.6% | 54,768 | +1042.2% | 0.58% | +1019.2% |
| Q4 2020 | $1,102,000 | +19.0% | 4,795 | -4.0% | 0.05% | +8.3% |
| Q3 2020 | $926,000 | -7.6% | 4,996 | -5.7% | 0.05% | -9.4% |
| Q2 2020 | $1,002,000 | -6.8% | 5,299 | -29.1% | 0.05% | -28.4% |
| Q1 2020 | $1,075,000 | -45.3% | 7,473 | -21.8% | 0.07% | -28.8% |
| Q4 2019 | $1,966,000 | +5.6% | 9,554 | -0.8% | 0.10% | -3.7% |
| Q3 2019 | $1,861,000 | +15.4% | 9,629 | +16.0% | 0.11% | +14.9% |
| Q2 2019 | $1,613,000 | -1.2% | 8,303 | -3.7% | 0.09% | -4.1% |
| Q1 2019 | $1,632,000 | +9.9% | 8,618 | -3.6% | 0.10% | -3.9% |
| Q4 2018 | $1,485,000 | -19.6% | 8,943 | -2.6% | 0.10% | -4.7% |
| Q3 2018 | $1,848,000 | +8.8% | 9,183 | +5.3% | 0.11% | +1.9% |
| Q2 2018 | $1,698,000 | +3.9% | 8,718 | 0.0% | 0.10% | +1.0% |
| Q1 2018 | $1,635,000 | -4.1% | 8,718 | -3.0% | 0.10% | -3.7% |
| Q4 2017 | $1,705,000 | +6.1% | 8,983 | 0.0% | 0.11% | 0.0% |
| Q3 2017 | $1,607,000 | -4.5% | 8,983 | -7.2% | 0.11% | -6.9% |
| Q2 2017 | $1,683,000 | -5.5% | 9,678 | -7.0% | 0.12% | -1.7% |
| Q1 2017 | $1,781,000 | +21.8% | 10,403 | +17.7% | 0.12% | +14.6% |
| Q4 2016 | $1,462,000 | +44.3% | 8,841 | +35.1% | 0.10% | +39.2% |
| Q3 2016 | $1,013,000 | -5.2% | 6,545 | -8.5% | 0.07% | -9.8% |
| Q2 2016 | $1,069,000 | -5.0% | 7,155 | -8.3% | 0.08% | -10.9% |
| Q1 2016 | $1,125,000 | -17.2% | 7,805 | -19.9% | 0.09% | -17.1% |
| Q4 2015 | $1,358,000 | -17.8% | 9,746 | -19.4% | 0.11% | -23.4% |
| Q3 2015 | $1,652,000 | +68.4% | 12,090 | +84.9% | 0.14% | +79.0% |
| Q2 2015 | $981,000 | -6.7% | 6,539 | -5.4% | 0.08% | -8.0% |
| Q1 2015 | $1,051,000 | -2.4% | 6,914 | -7.1% | 0.09% | -5.4% |
| Q4 2014 | $1,077,000 | +0.8% | 7,439 | -4.8% | 0.09% | -2.1% |
| Q3 2014 | $1,068,000 | +47.3% | 7,814 | +54.1% | 0.10% | +50.8% |
| Q2 2014 | $725,000 | +9.4% | 5,070 | +5.2% | 0.06% | +3.3% |
| Q1 2014 | $663,000 | +62.5% | 4,820 | +58.0% | 0.06% | +60.5% |
| Q4 2013 | $408,000 | +7.7% | 3,050 | 0.0% | 0.04% | 0.0% |
| Q3 2013 | $379,000 | +4.1% | 3,050 | -3.2% | 0.04% | 0.0% |
| Q2 2013 | $364,000 | – | 3,150 | – | 0.04% | – |
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% |