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 | $398,960 | -4.6% | 1,600 | 0.0% | 0.13% | +3.2% |
| Q2 2023 | $418,368 | +4.5% | 1,600 | 0.0% | 0.12% | 0.0% |
| Q1 2023 | $400,256 | +3.4% | 1,600 | 0.0% | 0.12% | +16.8% |
| Q4 2022 | $387,024 | +53.6% | 1,600 | +39.1% | 0.11% | +39.0% |
| Q3 2022 | $252,000 | -3.1% | 1,150 | 0.0% | 0.08% | +1.3% |
| Q2 2022 | $260,000 | -15.9% | 1,150 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $309,000 | +20.7% | 1,150 | +27.1% | 0.08% | +31.0% |
| Q4 2021 | $256,000 | +7.6% | 905 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $238,000 | -41.5% | 905 | -40.3% | 0.06% | -41.4% |
| Q2 2021 | $407,000 | +3.3% | 1,515 | 0.0% | 0.10% | -3.9% |
| Q1 2021 | $394,000 | +13.2% | 1,515 | 0.0% | 0.10% | +8.4% |
| Q4 2020 | $348,000 | +13.4% | 1,515 | -8.5% | 0.10% | +1.1% |
| Q3 2020 | $307,000 | +26.3% | 1,655 | +21.2% | 0.09% | +14.6% |
| Q2 2020 | $243,000 | -13.5% | 1,365 | 0.0% | 0.08% | -7.9% |
| Q4 2019 | $281,000 | +6.4% | 1,365 | 0.0% | 0.09% | -1.1% |
| Q3 2019 | $264,000 | -0.4% | 1,365 | 0.0% | 0.09% | -2.2% |
| Q2 2019 | $265,000 | +2.3% | 1,365 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $259,000 | +14.1% | 1,365 | 0.0% | 0.09% | -1.1% |
| Q4 2018 | $227,000 | -17.5% | 1,365 | 0.0% | 0.09% | -4.1% |
| Q3 2018 | $275,000 | +3.4% | 1,365 | 0.0% | 0.10% | -2.0% |
| Q2 2018 | $266,000 | -8.9% | 1,365 | -12.2% | 0.10% | -9.9% |
| Q1 2018 | $292,000 | -33.0% | 1,555 | -32.4% | 0.11% | -30.2% |
| Q4 2017 | $436,000 | +6.1% | 2,300 | 0.0% | 0.16% | -1.2% |
| Q3 2017 | $411,000 | +2.8% | 2,300 | 0.0% | 0.16% | -1.2% |
| Q2 2017 | $400,000 | +1.5% | 2,300 | 0.0% | 0.16% | +0.6% |
| Q1 2017 | $394,000 | +3.7% | 2,300 | 0.0% | 0.16% | +1.2% |
| Q4 2016 | $380,000 | +6.7% | 2,300 | 0.0% | 0.16% | +4.6% |
| Q3 2016 | $356,000 | +3.5% | 2,300 | 0.0% | 0.15% | +5.5% |
| Q2 2016 | $344,000 | +3.6% | 2,300 | 0.0% | 0.14% | +3.6% |
| Q1 2016 | $332,000 | +3.8% | 2,300 | 0.0% | 0.14% | +2.9% |
| Q4 2015 | $320,000 | – | 2,300 | – | 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% |