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 | $11,362,500 | +539.2% | 45,568 | +570.3% | 0.78% | +563.2% |
| Q2 2023 | $1,777,641 | +6.4% | 6,798 | +1.8% | 0.12% | +3.5% |
| Q1 2023 | $1,670,039 | -0.3% | 6,676 | -3.6% | 0.11% | -5.0% |
| Q4 2022 | $1,675,717 | -2.8% | 6,928 | -11.9% | 0.12% | -7.0% |
| Q3 2022 | $1,724,000 | -12.1% | 7,864 | -9.3% | 0.13% | -10.5% |
| Q2 2022 | $1,961,000 | -50.9% | 8,670 | -41.7% | 0.14% | -46.8% |
| Q1 2022 | $3,994,000 | +127.3% | 14,882 | +139.7% | 0.27% | +92.1% |
| Q4 2021 | $1,757,000 | +6.7% | 6,208 | -0.8% | 0.14% | -2.8% |
| Q3 2021 | $1,646,000 | -1.6% | 6,256 | +0.5% | 0.14% | -2.7% |
| Q2 2021 | $1,672,000 | -0.5% | 6,223 | -3.6% | 0.15% | -11.9% |
| Q1 2021 | $1,681,000 | +10.5% | 6,458 | -2.4% | 0.17% | -5.1% |
| Q4 2020 | $1,521,000 | +23.9% | 6,619 | -0.1% | 0.18% | +7.9% |
| Q3 2020 | $1,228,000 | +16.2% | 6,625 | +11.4% | 0.16% | +7.9% |
| Q2 2020 | $1,057,000 | -57.2% | 5,947 | -65.3% | 0.15% | -60.9% |
| Q1 2020 | $2,468,000 | -51.3% | 17,156 | -30.3% | 0.39% | -41.5% |
| Q4 2019 | $5,068,000 | +13.5% | 24,622 | +6.5% | 0.66% | -0.6% |
| Q3 2019 | $4,466,000 | -10.9% | 23,112 | -10.4% | 0.67% | -15.3% |
| Q2 2019 | $5,014,000 | +19.8% | 25,808 | +16.8% | 0.79% | -16.4% |
| Q1 2019 | $4,184,000 | +5.2% | 22,090 | -7.8% | 0.94% | -17.5% |
| Q4 2018 | $3,978,000 | -31.0% | 23,953 | -16.3% | 1.14% | -24.0% |
| Q3 2018 | $5,762,000 | -8.0% | 28,623 | -11.0% | 1.51% | -13.9% |
| Q2 2018 | $6,263,000 | -29.7% | 32,155 | -34.6% | 1.75% | +17.4% |
| Q1 2018 | $8,913,000 | +78.3% | 49,170 | +86.7% | 1.49% | -3.6% |
| Q4 2017 | $4,999,000 | +19.4% | 26,339 | +12.5% | 1.55% | +11.6% |
| Q3 2017 | $4,188,000 | +11.1% | 23,412 | +8.1% | 1.38% | +7.8% |
| Q2 2017 | $3,768,000 | +16.5% | 21,661 | +14.7% | 1.28% | +7.7% |
| Q1 2017 | $3,234,000 | +8.4% | 18,889 | +4.7% | 1.19% | -5.0% |
| Q4 2016 | $2,983,000 | +19.2% | 18,041 | +11.5% | 1.26% | +37.6% |
| Q3 2016 | $2,503,000 | -5.7% | 16,180 | -9.0% | 0.91% | -7.8% |
| Q2 2016 | $2,655,000 | +0.5% | 17,771 | -3.0% | 0.99% | -8.2% |
| Q1 2016 | $2,642,000 | – | 18,323 | – | 1.08% | – |
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% |