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 | $104,342,518 | +2.5% | 418,458 | +7.5% | 2.89% | +4.3% |
| Q2 2023 | $101,788,323 | +11.3% | 389,278 | +6.5% | 2.77% | -7.0% |
| Q1 2023 | $91,418,225 | +6.2% | 365,439 | +2.7% | 2.98% | -4.9% |
| Q4 2022 | $86,068,182 | +11.1% | 355,815 | +0.7% | 3.13% | +3.9% |
| Q3 2022 | $77,476,000 | +0.7% | 353,352 | +3.9% | 3.01% | +6.7% |
| Q2 2022 | $76,934,000 | -13.9% | 340,070 | +2.1% | 2.82% | -1.0% |
| Q1 2022 | $89,368,000 | -0.9% | 333,040 | +4.6% | 2.85% | +3.1% |
| Q4 2021 | $90,168,000 | +9.8% | 318,523 | +2.1% | 2.76% | -0.8% |
| Q3 2021 | $82,100,000 | +15.5% | 312,084 | +18.0% | 2.79% | +13.7% |
| Q2 2021 | $71,059,000 | +15.2% | 264,424 | +11.5% | 2.45% | -9.5% |
| Q1 2021 | $61,704,000 | -40.5% | 237,068 | -47.4% | 2.71% | +11.3% |
| Q4 2020 | $103,644,000 | +177.4% | 450,958 | +123.7% | 2.43% | +18.8% |
| Q3 2020 | $37,359,000 | -44.7% | 201,604 | -46.9% | 2.05% | +2.0% |
| Q2 2020 | $67,502,000 | +47.0% | 379,610 | +19.0% | 2.01% | +15.3% |
| Q1 2020 | $45,908,000 | +63.7% | 319,116 | +134.2% | 1.74% | +1.1% |
| Q4 2019 | $28,040,000 | +30.0% | 136,236 | +22.1% | 1.72% | +13.4% |
| Q3 2019 | $21,569,000 | +52.4% | 111,622 | +53.2% | 1.52% | +33.3% |
| Q2 2019 | $14,157,000 | -43.1% | 72,877 | -44.5% | 1.14% | +9.1% |
| Q1 2019 | $24,870,000 | +22.6% | 131,308 | +7.5% | 1.04% | -5.3% |
| Q4 2018 | $20,286,000 | -29.5% | 122,156 | -14.6% | 1.10% | -16.4% |
| Q3 2018 | $28,778,000 | +167.0% | 142,966 | +158.3% | 1.32% | +26.4% |
| Q2 2018 | $10,779,000 | -14.9% | 55,339 | -18.1% | 1.04% | -10.0% |
| Q1 2018 | $12,671,000 | -27.1% | 67,553 | -26.3% | 1.16% | +45.4% |
| Q4 2017 | $17,388,000 | +12.1% | 91,626 | +5.6% | 0.80% | +7.7% |
| Q3 2017 | $15,518,000 | +103.8% | 86,740 | +95.1% | 0.74% | +87.3% |
| Q1 2017 | $7,614,000 | +38.0% | 44,464 | +33.3% | 0.40% | +24.6% |
| Q4 2016 | $5,518,000 | +118.3% | 33,368 | +104.2% | 0.32% | +10.1% |
| Q3 2016 | $2,528,000 | +1.9% | 16,341 | -1.6% | 0.29% | -2.0% |
| Q2 2016 | $2,481,000 | +3.0% | 16,610 | -0.5% | 0.29% | +2.1% |
| Q1 2016 | $2,408,000 | -2.6% | 16,697 | -5.9% | 0.29% | -0.3% |
| Q4 2015 | $2,472,000 | +1.7% | 17,745 | -0.2% | 0.29% | -4.0% |
| Q3 2015 | $2,430,000 | -10.8% | 17,788 | -2.1% | 0.30% | -0.7% |
| Q2 2015 | $2,724,000 | +3.6% | 18,164 | +5.0% | 0.30% | +3.4% |
| Q1 2015 | $2,630,000 | +18.4% | 17,305 | +12.8% | 0.29% | +13.6% |
| Q4 2014 | $2,221,000 | +21.2% | 15,339 | +14.4% | 0.26% | +19.4% |
| Q3 2014 | $1,833,000 | +11.6% | 13,407 | +16.8% | 0.22% | +13.7% |
| Q2 2014 | $1,642,000 | +8.9% | 11,479 | +4.6% | 0.19% | +5.6% |
| Q1 2014 | $1,508,000 | +20.8% | 10,969 | +17.7% | 0.18% | +19.2% |
| Q4 2013 | $1,248,000 | +17.2% | 9,323 | +8.7% | 0.15% | +6.3% |
| Q3 2013 | $1,065,000 | +36.4% | 8,580 | +27.0% | 0.14% | +26.8% |
| Q2 2013 | $781,000 | – | 6,758 | – | 0.11% | – |
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% |