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 | $375,272 | -4.6% | 1,505 | 0.0% | 0.08% | -1.2% |
Q2 2023 | $393,527 | +57.0% | 1,505 | +50.2% | 0.09% | +48.3% |
Q1 2023 | $250,660 | +5.5% | 1,002 | +2.0% | 0.06% | 0.0% |
Q4 2022 | $237,536 | +112.1% | 982 | +91.8% | 0.06% | +100.0% |
Q3 2022 | $112,000 | -3.4% | 512 | 0.0% | 0.03% | -6.5% |
Q2 2022 | $116,000 | -15.3% | 512 | 0.0% | 0.03% | -18.4% |
Q1 2022 | $137,000 | -5.5% | 512 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $145,000 | +7.4% | 512 | 0.0% | 0.04% | +2.7% |
Q3 2021 | $135,000 | -2.2% | 512 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $138,000 | +3.8% | 512 | 0.0% | 0.04% | -11.9% |
Q1 2021 | $133,000 | +12.7% | 512 | 0.0% | 0.04% | +5.0% |
Q4 2020 | $118,000 | -82.1% | 512 | -86.2% | 0.04% | -85.1% |
Q2 2020 | $659,000 | +8.2% | 3,706 | -12.4% | 0.27% | -11.8% |
Q1 2020 | $609,000 | -44.0% | 4,233 | -20.0% | 0.30% | -18.9% |
Q4 2019 | $1,088,000 | -3.1% | 5,288 | -9.0% | 0.38% | -10.3% |
Q3 2019 | $1,123,000 | -59.8% | 5,812 | -59.6% | 0.42% | -61.9% |
Q2 2019 | $2,795,000 | -11.5% | 14,386 | -13.7% | 1.10% | -19.5% |
Q1 2019 | $3,158,000 | +12.2% | 16,674 | -1.6% | 1.36% | +15.5% |
Q4 2018 | $2,814,000 | – | 16,944 | – | 1.18% | – |
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% |