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 | $17,373,718 | +105521.7% | 69,676 | +10.8% | 0.52% | +8.4% |
| Q2 2023 | $16,449 | +9.4% | 62,908 | +4.7% | 0.48% | 0.0% |
| Q1 2023 | $15,036 | +11.1% | 60,107 | +7.4% | 0.48% | +4.6% |
| Q4 2022 | $13,534 | -99.9% | 55,949 | +8.4% | 0.46% | +7.8% |
| Q3 2022 | $11,312,000 | +5.8% | 51,593 | +9.2% | 0.42% | +10.2% |
| Q2 2022 | $10,689,000 | -10.7% | 47,249 | +5.9% | 0.38% | +4.1% |
| Q1 2022 | $11,970,000 | -5.3% | 44,608 | -0.1% | 0.37% | -2.1% |
| Q4 2021 | $12,636,000 | +5.3% | 44,638 | -2.2% | 0.38% | -6.0% |
| Q3 2021 | $12,003,000 | -22.5% | 45,627 | -20.8% | 0.40% | -22.3% |
| Q2 2021 | $15,491,000 | +4.5% | 57,644 | +1.2% | 0.52% | -0.4% |
| Q1 2021 | $14,824,000 | +17.9% | 56,956 | +4.1% | 0.52% | +7.5% |
| Q4 2020 | $12,576,000 | +25.1% | 54,717 | +0.8% | 0.48% | +11.1% |
| Q3 2020 | $10,054,000 | +5.4% | 54,258 | +1.1% | 0.43% | -6.1% |
| Q2 2020 | $9,539,000 | +39.8% | 53,646 | +13.1% | 0.46% | +14.1% |
| Q1 2020 | $6,825,000 | -28.1% | 47,445 | +2.9% | 0.40% | -10.6% |
| Q4 2019 | $9,489,000 | +15.5% | 46,101 | +8.5% | 0.45% | +6.9% |
| Q3 2019 | $8,214,000 | +11.7% | 42,506 | +12.3% | 0.42% | +4.4% |
| Q2 2019 | $7,351,000 | -0.4% | 37,844 | -2.9% | 0.40% | -4.9% |
| Q1 2019 | $7,384,000 | +27.2% | 38,986 | +11.5% | 0.43% | +13.9% |
| Q4 2018 | $5,806,000 | -17.6% | 34,961 | -0.1% | 0.37% | -5.8% |
| Q3 2018 | $7,047,000 | +21.2% | 35,006 | +17.3% | 0.40% | +12.1% |
| Q2 2018 | $5,813,000 | +3.4% | 29,843 | -0.4% | 0.35% | -8.8% |
| Q1 2018 | $5,621,000 | +12.7% | 29,968 | +14.0% | 0.39% | +15.5% |
| Q4 2017 | $4,989,000 | +12.7% | 26,287 | +6.3% | 0.34% | +6.0% |
| Q3 2017 | $4,426,000 | +5.0% | 24,736 | +2.1% | 0.32% | +0.6% |
| Q2 2017 | $4,217,000 | +10.9% | 24,237 | +9.2% | 0.32% | +9.0% |
| Q1 2017 | $3,801,000 | +16.5% | 22,199 | +12.5% | 0.29% | +11.2% |
| Q4 2016 | $3,262,000 | +36.5% | 19,730 | +27.8% | 0.26% | +26.8% |
| Q3 2016 | $2,390,000 | +9.9% | 15,444 | +6.1% | 0.20% | +7.3% |
| Q2 2016 | $2,175,000 | +1.5% | 14,560 | -2.0% | 0.19% | -4.5% |
| Q1 2016 | $2,143,000 | -4.6% | 14,863 | -7.8% | 0.20% | -3.4% |
| Q4 2015 | $2,247,000 | +31.9% | 16,124 | +29.3% | 0.21% | +7.8% |
| Q3 2015 | $1,703,000 | -24.5% | 12,471 | -17.1% | 0.19% | -19.7% |
| Q2 2015 | $2,256,000 | +17.7% | 15,042 | +19.3% | 0.24% | +16.6% |
| Q1 2015 | $1,916,000 | +12.2% | 12,610 | +6.9% | 0.20% | +11.4% |
| Q4 2014 | $1,708,000 | +5.9% | 11,797 | 0.0% | 0.18% | -0.5% |
| Q3 2014 | $1,613,000 | +10.1% | 11,797 | +15.2% | 0.18% | +10.1% |
| Q2 2014 | $1,465,000 | +6.2% | 10,241 | +2.1% | 0.17% | -1.2% |
| Q1 2014 | $1,379,000 | +24.0% | 10,029 | +20.7% | 0.17% | +16.4% |
| Q4 2013 | $1,112,000 | +28.0% | 8,310 | +18.6% | 0.15% | +9.0% |
| Q3 2013 | $869,000 | +7.5% | 7,005 | +0.2% | 0.13% | +1.5% |
| Q2 2013 | $808,000 | – | 6,990 | – | 0.13% | – |
Download | ||||||
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% |