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 | $47,880,479 | +8.0% | 192,021 | +13.2% | 1.09% | +10.7% |
| Q2 2023 | $44,346,359 | +17.8% | 169,598 | +12.7% | 0.98% | +8.7% |
| Q1 2023 | $37,629,735 | +18.7% | 150,423 | +25.4% | 0.90% | +3.9% |
| Q4 2022 | $31,708,415 | +17.3% | 119,982 | -2.7% | 0.87% | -15.5% |
| Q3 2022 | $27,028,000 | -11.9% | 123,269 | -9.1% | 1.03% | -1.8% |
| Q2 2022 | $30,689,000 | +26.9% | 135,654 | +50.6% | 1.05% | +10.4% |
| Q1 2022 | $24,178,000 | -2.5% | 90,102 | +2.9% | 0.95% | -5.9% |
| Q4 2021 | $24,795,000 | +13.8% | 87,590 | +5.7% | 1.01% | +0.3% |
| Q3 2021 | $21,792,000 | +2.8% | 82,837 | +5.0% | 1.00% | +2.9% |
| Q2 2021 | $21,202,000 | +6.8% | 78,897 | +3.5% | 0.98% | -7.0% |
| Q1 2021 | $19,850,000 | +966.1% | 76,264 | +841.3% | 1.05% | +683.6% |
| Q4 2020 | $1,862,000 | +32.7% | 8,102 | +7.0% | 0.13% | +9.8% |
| Q3 2020 | $1,403,000 | -58.0% | 7,571 | -59.7% | 0.12% | -61.5% |
| Q2 2020 | $3,337,000 | +7.6% | 18,766 | -12.9% | 0.32% | -1.6% |
| Q1 2020 | $3,100,000 | -20.8% | 21,549 | +13.3% | 0.32% | -1.8% |
| Q4 2019 | $3,913,000 | +37.5% | 19,012 | +29.1% | 0.33% | +23.3% |
| Q3 2019 | $2,845,000 | -1.8% | 14,723 | -1.3% | 0.27% | -7.0% |
| Q2 2019 | $2,898,000 | +2.7% | 14,918 | +0.2% | 0.29% | -3.1% |
| Q1 2019 | $2,821,000 | +13.2% | 14,894 | -0.8% | 0.30% | -0.7% |
| Q4 2018 | $2,493,000 | -20.6% | 15,013 | -3.8% | 0.30% | -7.5% |
| Q3 2018 | $3,140,000 | +11.4% | 15,598 | -45.7% | 0.32% | +3.9% |
| Q2 2018 | $2,819,000 | +2806.2% | 28,742 | +5427.3% | 0.31% | +2276.9% |
| Q1 2018 | $97,000 | +38.6% | 520 | +41.3% | 0.01% | +18.2% |
| Q4 2017 | $70,000 | – | 368 | – | 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% |