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 | $92,458,198 | -0.8% | 370,798 | +4.0% | 1.64% | +1.4% |
| Q2 2023 | $93,212,984 | -13.0% | 356,497 | -16.7% | 1.62% | -16.9% |
| Q1 2023 | $107,117,984 | +5.9% | 428,199 | +2.4% | 1.95% | -0.9% |
| Q4 2022 | $101,176,016 | +28.5% | 418,274 | +16.5% | 1.97% | +19.3% |
| Q3 2022 | $78,717,000 | -0.9% | 359,013 | +2.3% | 1.65% | +2.9% |
| Q2 2022 | $79,428,000 | -15.9% | 351,095 | -0.3% | 1.60% | +0.7% |
| Q1 2022 | $94,467,000 | +2.4% | 352,058 | +8.0% | 1.59% | +6.2% |
| Q4 2021 | $92,284,000 | +12.2% | 326,011 | +4.3% | 1.50% | +0.1% |
| Q3 2021 | $82,262,000 | +5.4% | 312,699 | +7.7% | 1.50% | +7.8% |
| Q2 2021 | $78,026,000 | +9.2% | 290,361 | +5.8% | 1.39% | +0.1% |
| Q1 2021 | $71,447,000 | +27.8% | 274,513 | +12.8% | 1.39% | +16.2% |
| Q4 2020 | $55,917,000 | +26.6% | 243,297 | +2.1% | 1.19% | +13.6% |
| Q3 2020 | $44,164,000 | +4.6% | 238,327 | +0.4% | 1.05% | -10.3% |
| Q2 2020 | $42,213,000 | +6.4% | 237,390 | -13.9% | 1.17% | -9.6% |
| Q1 2020 | $39,683,000 | -23.2% | 275,845 | +9.9% | 1.30% | -4.4% |
| Q4 2019 | $51,681,000 | +19.0% | 251,099 | +11.8% | 1.36% | +9.1% |
| Q3 2019 | $43,416,000 | +8.1% | 224,686 | +8.7% | 1.24% | +5.4% |
| Q2 2019 | $40,153,000 | +8.4% | 206,695 | +5.7% | 1.18% | +4.2% |
| Q1 2019 | $37,030,000 | +82.0% | 195,509 | +59.5% | 1.13% | +61.7% |
| Q4 2018 | $20,349,000 | +10.3% | 122,546 | +33.7% | 0.70% | +21.5% |
| Q3 2018 | $18,453,000 | +34.5% | 91,678 | +30.2% | 0.58% | +27.2% |
| Q2 2018 | $13,716,000 | +20.9% | 70,417 | +16.4% | 0.45% | +18.9% |
| Q1 2018 | $11,349,000 | +1.1% | 60,508 | +2.3% | 0.38% | -2.8% |
| Q4 2017 | $11,225,000 | +29.4% | 59,149 | +22.0% | 0.39% | +24.1% |
| Q3 2017 | $8,674,000 | +7.3% | 48,486 | +4.3% | 0.32% | +1.0% |
| Q2 2017 | $8,085,000 | +7.0% | 46,480 | +5.3% | 0.31% | +2.6% |
| Q1 2017 | $7,556,000 | +40.4% | 44,129 | +35.6% | 0.30% | +33.2% |
| Q4 2016 | $5,381,000 | +35.6% | 32,543 | +26.9% | 0.23% | +32.4% |
| Q3 2016 | $3,967,000 | +3.7% | 25,640 | +0.2% | 0.17% | +2.4% |
| Q2 2016 | $3,825,000 | +5.9% | 25,601 | +2.2% | 0.17% | +5.6% |
| Q1 2016 | $3,613,000 | +7.5% | 25,055 | +3.9% | 0.16% | +5.3% |
| Q4 2015 | $3,360,000 | -0.8% | 24,115 | -2.7% | 0.15% | -7.9% |
| Q3 2015 | $3,386,000 | -8.8% | 24,789 | +0.1% | 0.16% | 0.0% |
| Q2 2015 | $3,714,000 | -1.2% | 24,763 | +0.1% | 0.16% | -4.1% |
| Q1 2015 | $3,758,000 | +16.6% | 24,729 | +11.1% | 0.17% | +12.4% |
| Q4 2014 | $3,222,000 | +19.5% | 22,251 | +12.8% | 0.15% | +16.8% |
| Q3 2014 | $2,697,000 | -3.7% | 19,726 | +0.8% | 0.13% | -5.1% |
| Q2 2014 | $2,800,000 | -1.2% | 19,570 | -5.0% | 0.14% | -4.8% |
| Q1 2014 | $2,833,000 | +1.2% | 20,606 | -1.5% | 0.14% | +0.7% |
| Q4 2013 | $2,800,000 | +8.4% | 20,924 | +0.5% | 0.14% | +2.9% |
| Q3 2013 | $2,584,000 | +5.4% | 20,815 | -1.9% | 0.14% | +2.2% |
| Q2 2013 | $2,451,000 | – | 21,220 | – | 0.14% | – |
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% |