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 | $982,567 | +16.1% | 3,941 | +21.7% | 0.14% | +11.5% |
| Q2 2023 | $846,283 | +35.2% | 3,237 | +27.1% | 0.12% | +20.8% |
| Q1 2023 | $625,993 | +10.0% | 2,546 | +8.2% | 0.10% | -9.0% |
| Q4 2022 | $569,314 | +10.5% | 2,354 | +0.2% | 0.11% | +1.8% |
| Q3 2022 | $515,000 | +29.1% | 2,350 | +33.4% | 0.11% | +29.8% |
| Q2 2022 | $399,000 | -27.7% | 1,762 | -13.1% | 0.08% | -16.8% |
| Q1 2022 | $552,000 | -5.0% | 2,028 | -7.0% | 0.10% | +7.4% |
| Q4 2021 | $581,000 | -8.9% | 2,181 | -10.8% | 0.09% | -18.3% |
| Q3 2021 | $638,000 | 0.0% | 2,445 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $638,000 | +12.9% | 2,445 | +12.6% | 0.12% | +3.6% |
| Q1 2021 | $565,000 | +16.0% | 2,171 | +2.6% | 0.11% | +9.9% |
| Q4 2020 | $487,000 | +24.6% | 2,117 | +0.5% | 0.10% | -7.3% |
| Q3 2020 | $391,000 | +10.1% | 2,106 | +5.5% | 0.11% | -10.7% |
| Q2 2020 | $355,000 | -84.0% | 1,996 | -83.9% | 0.12% | +28.4% |
| Q1 2020 | $2,215,000 | +58.2% | 12,367 | +63.8% | 0.10% | -35.4% |
| Q4 2019 | $1,400,000 | -0.1% | 7,550 | +4.1% | 0.15% | -6.4% |
| Q3 2019 | $1,402,000 | +279.9% | 7,255 | +281.6% | 0.16% | -1.9% |
| Q2 2019 | $369,000 | -3.9% | 1,901 | -6.1% | 0.16% | -16.7% |
| Q1 2019 | $384,000 | +36.2% | 2,025 | +19.1% | 0.19% | +17.1% |
| Q4 2018 | $282,000 | +28.8% | 1,700 | +56.1% | 0.16% | +40.2% |
| Q3 2018 | $219,000 | +2.3% | 1,089 | -1.0% | 0.12% | -8.6% |
| Q2 2018 | $214,000 | -99.8% | 1,100 | +59.4% | 0.13% | -7.9% |
| Q4 2016 | $114,117,000 | – | 690 | – | 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% |