ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $28,484,091 | +15.5% | 102,775 | +3.9% | 0.96% | +2.7% |
| Q3 2023 | $24,661,712 | -3.9% | 98,904 | +0.7% | 0.93% | -0.4% |
| Q2 2023 | $25,674,459 | +8.2% | 98,189 | +3.5% | 0.94% | +1.4% |
| Q1 2023 | $23,722,172 | +104805.0% | 94,828 | +1.4% | 0.92% | -1.9% |
| Q4 2022 | $22,613 | -99.9% | 93,483 | -0.0% | 0.94% | +1.5% |
| Q3 2022 | $20,505,000 | -6.7% | 93,518 | -3.7% | 0.93% | +0.8% |
| Q2 2022 | $21,971,000 | -7.9% | 97,119 | +9.2% | 0.92% | +10.6% |
| Q1 2022 | $23,861,000 | -11.3% | 88,920 | -6.4% | 0.83% | -5.9% |
| Q4 2021 | $26,888,000 | +18.1% | 94,984 | +9.7% | 0.88% | +8.1% |
| Q3 2021 | $22,772,000 | -9.8% | 86,562 | -7.8% | 0.82% | -10.1% |
| Q2 2021 | $25,242,000 | +4.4% | 93,931 | +1.2% | 0.91% | -2.3% |
| Q1 2021 | $24,169,000 | +4.4% | 92,857 | -7.8% | 0.93% | -0.7% |
| Q4 2020 | $23,141,000 | +18.0% | 100,688 | -4.9% | 0.94% | +3.6% |
| Q3 2020 | $19,618,000 | -29.9% | 105,864 | -32.8% | 0.91% | -36.0% |
| Q2 2020 | $28,004,000 | +17.7% | 157,485 | -4.7% | 1.42% | +1.7% |
| Q1 2020 | $23,784,000 | -30.3% | 165,330 | -0.3% | 1.39% | -9.1% |
| Q4 2019 | $34,147,000 | +5.4% | 165,909 | -1.0% | 1.53% | +0.7% |
| Q3 2019 | $32,396,000 | +3.4% | 167,656 | +3.9% | 1.52% | +2.0% |
| Q2 2019 | $31,339,000 | +2.6% | 161,325 | 0.0% | 1.49% | +0.1% |
| Q1 2019 | $30,555,000 | +19.1% | 161,325 | +4.4% | 1.49% | +3.8% |
| Q4 2018 | $25,652,000 | -17.3% | 154,474 | +0.2% | 1.43% | -7.3% |
| Q3 2018 | $31,019,000 | +6.1% | 154,102 | +2.7% | 1.55% | -16.9% |
| Q2 2018 | $29,235,000 | +4.3% | 150,094 | +0.5% | 1.86% | +4.0% |
| Q1 2018 | $28,023,000 | +10.6% | 149,400 | +11.9% | 1.79% | +15.4% |
| Q4 2017 | $25,341,000 | +5.8% | 133,528 | -0.2% | 1.55% | -15.3% |
| Q3 2017 | $23,943,000 | +2.6% | 133,835 | -0.2% | 1.83% | -3.5% |
| Q2 2017 | $23,333,000 | +6.2% | 134,134 | +4.5% | 1.90% | +12.5% |
| Q1 2017 | $21,973,000 | +7.7% | 128,334 | +4.0% | 1.69% | -2.7% |
| Q4 2016 | $20,411,000 | +826.9% | 123,446 | +767.2% | 1.73% | +574.3% |
| Q3 2016 | $2,202,000 | +83.2% | 14,235 | +76.9% | 0.26% | +84.9% |
| Q2 2016 | $1,202,000 | +3.6% | 8,045 | 0.0% | 0.14% | +8.6% |
| Q1 2016 | $1,160,000 | -6.5% | 8,045 | -9.6% | 0.13% | -3.8% |
| Q4 2015 | $1,240,000 | -49.3% | 8,902 | -50.3% | 0.13% | -49.4% |
| Q3 2015 | $2,445,000 | +107.7% | 17,895 | +128.1% | 0.26% | +136.9% |
| Q2 2015 | $1,177,000 | -1.3% | 7,845 | 0.0% | 0.11% | +7.8% |
| Q1 2015 | $1,192,000 | +4.9% | 7,845 | 0.0% | 0.10% | 0.0% |
| Q4 2014 | $1,136,000 | +117.6% | 7,845 | +115.0% | 0.10% | +134.1% |
| Q2 2014 | $522,000 | +18.1% | 3,649 | +10.6% | 0.04% | -2.2% |
| Q4 2013 | $442,000 | +14.5% | 3,300 | +6.2% | 0.04% | +9.8% |
| Q3 2013 | $386,000 | +7.5% | 3,108 | 0.0% | 0.04% | -4.7% |
| Q2 2013 | $359,000 | – | 3,108 | – | 0.04% | – |
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% |