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 | $12,390,697 | -3.8% | 49,692 | +0.9% | 1.08% | -0.1% |
| Q2 2023 | $12,875,795 | +8.9% | 49,242 | +4.1% | 1.08% | +0.1% |
| Q1 2023 | $11,828,435 | +7.6% | 47,283 | +4.0% | 1.08% | -0.2% |
| Q4 2022 | $10,997,592 | +13.3% | 45,464 | +2.7% | 1.08% | +7.6% |
| Q3 2022 | $9,703,000 | -3.0% | 44,254 | +0.1% | 1.01% | +4.9% |
| Q2 2022 | $10,000,000 | -11.1% | 44,204 | +5.5% | 0.96% | +5.7% |
| Q1 2022 | $11,248,000 | -1.6% | 41,915 | +3.8% | 0.91% | +2.6% |
| Q4 2021 | $11,430,000 | -2.1% | 40,376 | -9.1% | 0.89% | -11.7% |
| Q3 2021 | $11,681,000 | -12.7% | 44,402 | -10.8% | 1.00% | -13.0% |
| Q2 2021 | $13,383,000 | +2.8% | 49,800 | -0.4% | 1.15% | -4.5% |
| Q1 2021 | $13,013,000 | +19.7% | 49,995 | +5.7% | 1.21% | +17.9% |
| Q4 2020 | $10,868,000 | +39.2% | 47,284 | +12.2% | 1.02% | +20.6% |
| Q3 2020 | $7,810,000 | +16.7% | 42,146 | +12.0% | 0.85% | +4.2% |
| Q2 2020 | $6,693,000 | +44.4% | 37,639 | +16.8% | 0.82% | +17.3% |
| Q1 2020 | $4,636,000 | -30.6% | 32,223 | -0.8% | 0.70% | -12.9% |
| Q4 2019 | $6,684,000 | +14.1% | 32,476 | +7.1% | 0.80% | +9.3% |
| Q3 2019 | $5,860,000 | -1.9% | 30,326 | -1.4% | 0.73% | -3.3% |
| Q2 2019 | $5,975,000 | +5.5% | 30,756 | -20.7% | 0.76% | +1.2% |
| Q1 2019 | $5,662,000 | +31.5% | 38,798 | +49.7% | 0.75% | +10.8% |
| Q4 2018 | $4,305,000 | -15.4% | 25,922 | +2.6% | 0.67% | +1.1% |
| Q3 2018 | $5,087,000 | +4.8% | 25,272 | +1.4% | 0.67% | -5.9% |
| Q2 2018 | $4,855,000 | -2.2% | 24,926 | -5.8% | 0.71% | -1.9% |
| Q1 2018 | $4,963,000 | -11.3% | 26,460 | -10.3% | 0.72% | -11.3% |
| Q4 2017 | $5,596,000 | +10.4% | 29,485 | +4.0% | 0.81% | +3.0% |
| Q3 2017 | $5,071,000 | +6.3% | 28,347 | +3.3% | 0.79% | -1.2% |
| Q2 2017 | $4,772,000 | -0.4% | 27,432 | -1.9% | 0.80% | -10.5% |
| Q1 2017 | $4,789,000 | +5.9% | 27,968 | +2.3% | 0.89% | +0.3% |
| Q4 2016 | $4,521,000 | +10.8% | 27,344 | +3.7% | 0.89% | +4.9% |
| Q3 2016 | $4,080,000 | +4.5% | 26,373 | +0.9% | 0.85% | +0.8% |
| Q2 2016 | $3,906,000 | +0.9% | 26,149 | -2.6% | 0.84% | +5.0% |
| Q1 2016 | $3,870,000 | +40.6% | 26,840 | +35.8% | 0.80% | +39.0% |
| Q4 2015 | $2,753,000 | +14.4% | 19,761 | +12.1% | 0.58% | +0.2% |
| Q3 2015 | $2,407,000 | -10.5% | 17,622 | -1.7% | 0.58% | +12.1% |
| Q2 2015 | $2,688,000 | -3.1% | 17,920 | -1.8% | 0.51% | -0.2% |
| Q1 2015 | $2,774,000 | +12.3% | 18,255 | +7.0% | 0.52% | +14.2% |
| Q4 2014 | $2,470,000 | +13.0% | 17,058 | +6.8% | 0.45% | +6.6% |
| Q3 2014 | $2,185,000 | -3.7% | 15,978 | +0.8% | 0.42% | -0.9% |
| Q2 2014 | $2,268,000 | +3.0% | 15,849 | -1.0% | 0.43% | -1.2% |
| Q1 2014 | $2,201,000 | – | 16,008 | – | 0.43% | – |
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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% |