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 | $140,384 | +11.4% | 563 | +16.8% | 0.01% | +25.0% |
| Q2 2023 | $126,033 | -4.2% | 482 | -8.4% | 0.00% | 0.0% |
| Q1 2023 | $131,584 | -52.4% | 526 | -53.9% | 0.00% | -60.0% |
| Q4 2022 | $276,238 | +2969.3% | 1,142 | +2755.0% | 0.01% | – |
| Q3 2022 | $9,000 | -18.2% | 40 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | +10.0% | 40 | +2.6% | 0.00% | – |
| Q1 2021 | $10,000 | +11.1% | 39 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | +28.6% | 39 | -2.5% | 0.00% | – |
| Q3 2020 | $7,000 | 0.0% | 40 | +2.6% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 39 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -25.0% | 39 | 0.0% | 0.00% | – |
| Q4 2019 | $8,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | -27.3% | 39 | -39.1% | 0.00% | -100.0% |
| Q3 2017 | $11,000 | -88.2% | 64 | -90.4% | 0.00% | -94.7% |
| Q4 2015 | $93,000 | +615.4% | 665 | +655.7% | 0.02% | +850.0% |
| Q2 2015 | $13,000 | – | 88 | – | 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% |