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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,658,671 | +8.3% | 6,143 | 0.0% | 0.46% | -0.9% |
| Q3 2023 | $1,531,757 | -5.3% | 6,143 | -0.4% | 0.46% | -3.8% |
| Q2 2023 | $1,617,435 | +4.9% | 6,168 | +0.1% | 0.48% | +2.4% |
| Q1 2023 | $1,541,736 | +3.3% | 6,163 | -0.6% | 0.47% | -7.2% |
| Q4 2022 | $1,492,107 | +7.7% | 6,198 | +0.8% | 0.50% | +4.6% |
| Q3 2022 | $1,385,000 | -1.3% | 6,148 | -0.9% | 0.48% | +5.0% |
| Q2 2022 | $1,403,000 | -15.6% | 6,203 | +0.2% | 0.46% | +0.4% |
| Q1 2022 | $1,662,000 | -4.9% | 6,193 | +0.3% | 0.46% | +5.8% |
| Q4 2021 | $1,747,000 | +6.5% | 6,173 | -1.0% | 0.43% | -0.5% |
| Q3 2021 | $1,641,000 | +0.5% | 6,238 | +2.6% | 0.43% | -1.6% |
| Q2 2021 | $1,633,000 | +3.0% | 6,078 | -0.2% | 0.44% | -6.0% |
| Q1 2021 | $1,586,000 | +18.5% | 6,093 | -15.6% | 0.47% | -4.5% |
| Q3 2020 | $1,338,000 | +4.9% | 7,223 | +0.7% | 0.49% | -5.4% |
| Q2 2020 | $1,276,000 | +28.9% | 7,173 | +4.2% | 0.52% | +2.8% |
| Q1 2020 | $990,000 | -30.9% | 6,883 | -1.1% | 0.50% | -8.4% |
| Q4 2019 | $1,433,000 | +9.6% | 6,963 | +3.0% | 0.55% | -0.7% |
| Q3 2019 | $1,307,000 | -2.1% | 6,763 | -1.6% | 0.55% | -3.3% |
| Q2 2019 | $1,335,000 | +3.3% | 6,873 | +0.7% | 0.57% | +0.2% |
| Q1 2019 | $1,292,000 | +10.3% | 6,823 | -3.3% | 0.57% | -1.9% |
| Q4 2018 | $1,171,000 | -14.8% | 7,053 | 0.0% | 0.58% | -1.0% |
| Q2 2018 | $1,374,000 | +0.7% | 7,053 | -3.0% | 0.59% | +1.2% |
| Q1 2018 | $1,364,000 | -6.1% | 7,273 | -5.0% | 0.58% | -3.6% |
| Q4 2017 | $1,453,000 | +3.9% | 7,655 | -2.0% | 0.60% | -1.0% |
| Q3 2017 | $1,398,000 | +0.9% | 7,815 | -1.9% | 0.61% | -11.5% |
| Q2 2017 | $1,386,000 | -99.9% | 7,965 | -3.1% | 0.69% | +7.2% |
| Q1 2017 | $1,407,428,000 | +151726.1% | 8,220 | +32.5% | 0.64% | +23.2% |
| Q2 2016 | $927,000 | -0.5% | 6,205 | -4.1% | 0.52% | -1.7% |
| Q1 2016 | $932,000 | +3.4% | 6,467 | 0.0% | 0.53% | +7.9% |
| Q4 2015 | $901,000 | +34.3% | 6,467 | +29.0% | 0.49% | -17.1% |
| Q4 2013 | $671,000 | +7.9% | 5,012 | 0.0% | 0.59% | -12.9% |
| Q3 2013 | $622,000 | +7.4% | 5,012 | 0.0% | 0.68% | -6.8% |
| Q2 2013 | $579,000 | +24.0% | 5,012 | +23.4% | 0.73% | -11.6% |
| Q1 2013 | $467,000 | – | 4,062 | – | 0.83% | – |
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% |