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 | $29,121 | -7.2% | 116,789 | -2.7% | 0.44% | -1.8% |
| Q2 2023 | $31,376 | +4.6% | 119,994 | +0.1% | 0.44% | +0.2% |
| Q1 2023 | $29,986 | -10.2% | 119,869 | -13.2% | 0.44% | -5.5% |
| Q4 2022 | $33,406 | -99.9% | 138,106 | +11.4% | 0.47% | -2.1% |
| Q3 2022 | $27,179,000 | +246.1% | 123,959 | +257.1% | 0.48% | +255.6% |
| Q2 2022 | $7,853,000 | -74.3% | 34,711 | -69.5% | 0.14% | -70.3% |
| Q1 2022 | $30,500,000 | -6.3% | 113,662 | -1.1% | 0.46% | -20.3% |
| Q4 2021 | $32,546,000 | -5.5% | 114,971 | -12.2% | 0.57% | -13.6% |
| Q3 2021 | $34,449,000 | +3.0% | 130,951 | +5.2% | 0.66% | -0.6% |
| Q2 2021 | $33,442,000 | -3.2% | 124,444 | -6.2% | 0.66% | -8.3% |
| Q1 2021 | $34,530,000 | +4.0% | 132,666 | -8.2% | 0.72% | -5.4% |
| Q4 2020 | $33,210,000 | +23.6% | 144,499 | -0.4% | 0.77% | +9.6% |
| Q3 2020 | $26,871,000 | +7.3% | 145,008 | +2.9% | 0.70% | -3.6% |
| Q2 2020 | $25,052,000 | +28.5% | 140,886 | +4.0% | 0.72% | +14.4% |
| Q1 2020 | $19,493,000 | -30.3% | 135,499 | -0.3% | 0.63% | -10.2% |
| Q4 2019 | $27,962,000 | +5.0% | 135,856 | -1.5% | 0.71% | -16.7% |
| Q3 2019 | $26,642,000 | -1.8% | 137,877 | -1.3% | 0.85% | -1.4% |
| Q2 2019 | $27,137,000 | +277.0% | 139,694 | +267.6% | 0.86% | +184.8% |
| Q1 2019 | $7,198,000 | +57.1% | 38,006 | +37.7% | 0.30% | +36.0% |
| Q4 2018 | $4,582,000 | -19.1% | 27,591 | -1.9% | 0.22% | -21.6% |
| Q3 2018 | $5,664,000 | +8.6% | 28,139 | +5.1% | 0.28% | +4.0% |
| Q2 2018 | $5,215,000 | +5.2% | 26,775 | +1.3% | 0.27% | +0.7% |
| Q1 2018 | $4,956,000 | -3.1% | 26,420 | -1.9% | 0.27% | -15.6% |
| Q4 2017 | $5,112,000 | +8.3% | 26,935 | +2.0% | 0.32% | -0.6% |
| Q3 2017 | $4,722,000 | -0.6% | 26,394 | -3.4% | 0.32% | -4.7% |
| Q2 2017 | $4,750,000 | +600.6% | 27,309 | +589.8% | 0.34% | +428.1% |
| Q1 2017 | $678,000 | +44.3% | 3,959 | +39.4% | 0.06% | +28.0% |
| Q4 2016 | $470,000 | +6.1% | 2,841 | -0.7% | 0.05% | +2.0% |
| Q3 2016 | $443,000 | +117.2% | 2,861 | +109.4% | 0.05% | +122.7% |
| Q2 2016 | $204,000 | -60.8% | 1,366 | -62.1% | 0.02% | -63.3% |
| Q1 2016 | $520,000 | +28.1% | 3,604 | +23.8% | 0.06% | +62.2% |
| Q4 2015 | $406,000 | 0.0% | 2,912 | -2.1% | 0.04% | -21.3% |
| Q3 2015 | $406,000 | -49.6% | 2,975 | -44.7% | 0.05% | -44.7% |
| Q2 2015 | $806,000 | +1420.8% | 5,375 | +1444.5% | 0.08% | +1316.7% |
| Q1 2015 | $53,000 | -92.8% | 348 | -93.2% | 0.01% | -92.2% |
| Q4 2014 | $740,000 | +36900.0% | 5,111 | +39215.4% | 0.08% | – |
| Q2 2014 | $2,000 | -88.9% | 13 | -90.0% | 0.00% | -100.0% |
| Q1 2014 | $18,000 | -66.7% | 130 | -67.7% | 0.00% | -75.0% |
| Q4 2013 | $54,000 | – | 402 | – | 0.01% | – |
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% |