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 2020 | $1,148,000 | +4.6% | 6,193 | +0.3% | 0.49% | -1.4% |
| Q2 2020 | $1,098,000 | +18.6% | 6,172 | -4.1% | 0.50% | 0.0% |
| Q1 2020 | $926,000 | -33.4% | 6,434 | -4.8% | 0.50% | -18.9% |
| Q4 2019 | $1,390,000 | +8.7% | 6,755 | +2.1% | 0.62% | +2.7% |
| Q3 2019 | $1,279,000 | +9.9% | 6,619 | +10.5% | 0.60% | +7.3% |
| Q2 2019 | $1,164,000 | +26.4% | 5,992 | +23.3% | 0.56% | +14.3% |
| Q1 2019 | $921,000 | +13.4% | 4,861 | -0.6% | 0.49% | -3.2% |
| Q4 2018 | $812,000 | -23.5% | 4,890 | -7.2% | 0.51% | -11.7% |
| Q3 2018 | $1,061,000 | -3.9% | 5,271 | -7.0% | 0.57% | -7.0% |
| Q2 2018 | $1,104,000 | +12.0% | 5,667 | +7.8% | 0.62% | +7.3% |
| Q1 2018 | $986,000 | -77.5% | 5,255 | -78.6% | 0.58% | -79.4% |
| Q4 2017 | $4,385,000 | 0.0% | 24,509 | 0.0% | 2.79% | 0.0% |
| Q3 2017 | $4,385,000 | +16.3% | 24,509 | +13.1% | 2.79% | +8.1% |
| Q2 2017 | $3,770,000 | +6.7% | 21,675 | +5.1% | 2.58% | +5.3% |
| Q1 2017 | $3,532,000 | +97.4% | 20,629 | +90.6% | 2.45% | +94.8% |
| Q4 2016 | $1,789,000 | +671.1% | 10,821 | +622.8% | 1.26% | +691.2% |
| Q3 2016 | $232,000 | +494.9% | 1,497 | +421.6% | 0.16% | +412.9% |
| Q1 2014 | $39,000 | -2.5% | 287 | -3.4% | 0.03% | +14.8% |
| Q4 2013 | $40,000 | +3900.0% | 297 | +4142.9% | 0.03% | +2600.0% |
| Q3 2013 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $1,000 | – | 7 | – | 0.00% | – |
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% |