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 | $301,714 | -4.6% | 1,210 | 0.0% | 0.10% | +2.0% |
| Q2 2023 | $316,391 | -10.9% | 1,210 | -14.8% | 0.10% | -13.3% |
| Q1 2023 | $355,227 | +3.4% | 1,420 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $343,484 | +10.4% | 1,420 | 0.0% | 0.11% | +3.7% |
| Q3 2022 | $311,000 | -3.1% | 1,420 | 0.0% | 0.11% | +4.8% |
| Q2 2022 | $321,000 | -16.6% | 1,420 | -1.0% | 0.10% | -6.3% |
| Q1 2022 | $385,000 | +19.2% | 1,435 | +25.9% | 0.11% | +20.7% |
| Q4 2021 | $323,000 | +7.7% | 1,140 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $300,000 | -2.0% | 1,140 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $306,000 | +3.0% | 1,140 | 0.0% | 0.09% | -1.1% |
| Q1 2021 | $297,000 | +13.4% | 1,140 | 0.0% | 0.09% | +2.2% |
| Q4 2020 | $262,000 | -4.7% | 1,140 | -23.2% | 0.09% | -8.9% |
| Q3 2020 | $275,000 | +27.3% | 1,485 | +22.2% | 0.10% | +21.7% |
| Q2 2020 | $216,000 | -64.6% | 1,215 | -71.4% | 0.08% | -69.6% |
| Q1 2020 | $611,000 | +47.2% | 4,250 | +110.9% | 0.27% | +73.9% |
| Q4 2019 | $415,000 | -76.1% | 2,015 | -80.7% | 0.16% | -80.2% |
| Q4 2018 | $1,737,000 | -17.5% | 10,462 | 0.0% | 0.79% | -6.4% |
| Q3 2018 | $2,106,000 | +4.3% | 10,462 | +0.9% | 0.84% | -2.1% |
| Q2 2018 | $2,019,000 | +3.9% | 10,364 | 0.0% | 0.86% | +3.2% |
| Q1 2018 | $1,944,000 | -1.2% | 10,364 | 0.0% | 0.84% | +4.1% |
| Q4 2017 | $1,967,000 | +9.1% | 10,364 | 0.0% | 0.80% | +14.1% |
| Q3 2017 | $1,803,000 | 0.0% | 10,364 | 0.0% | 0.70% | 0.0% |
| Q2 2017 | $1,803,000 | +1.6% | 10,364 | 0.0% | 0.70% | +0.6% |
| Q1 2017 | $1,775,000 | -21.8% | 10,364 | -24.5% | 0.70% | -22.9% |
| Q4 2016 | $2,269,000 | +6.9% | 13,724 | 0.0% | 0.91% | +6.0% |
| Q3 2016 | $2,123,000 | +3.6% | 13,724 | 0.0% | 0.86% | +3.6% |
| Q2 2016 | $2,050,000 | +0.3% | 13,724 | -3.1% | 0.83% | +0.1% |
| Q1 2016 | $2,043,000 | +3.5% | 14,169 | 0.0% | 0.83% | +1.8% |
| Q4 2015 | $1,974,000 | +2.0% | 14,169 | 0.0% | 0.81% | -0.6% |
| Q3 2015 | $1,936,000 | -8.9% | 14,169 | 0.0% | 0.82% | -5.2% |
| Q2 2015 | $2,125,000 | -1.3% | 14,169 | 0.0% | 0.86% | -1.5% |
| Q1 2015 | $2,153,000 | +4.9% | 14,169 | 0.0% | 0.87% | +4.3% |
| Q4 2014 | $2,052,000 | +5.9% | 14,169 | 0.0% | 0.84% | +3.2% |
| Q3 2014 | $1,937,000 | -4.4% | 14,169 | 0.0% | 0.81% | -3.9% |
| Q2 2014 | $2,027,000 | +3.8% | 14,169 | -0.2% | 0.84% | -0.4% |
| Q1 2014 | $1,952,000 | +2.6% | 14,196 | -0.2% | 0.85% | +3.0% |
| Q4 2013 | $1,903,000 | +7.8% | 14,223 | 0.0% | 0.82% | +5.5% |
| Q3 2013 | $1,766,000 | +7.9% | 14,223 | +0.4% | 0.78% | +7.6% |
| Q2 2013 | $1,637,000 | – | 14,169 | – | 0.72% | – |
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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% |