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 2021 | $3,971,000 | +8.1% | 14,029 | +0.5% | 1.20% | -4.1% |
| Q3 2021 | $3,672,000 | -20.8% | 13,958 | -19.1% | 1.26% | -21.9% |
| Q2 2021 | $4,635,000 | +4.6% | 17,249 | +1.4% | 1.61% | -7.1% |
| Q1 2021 | $4,430,000 | +14.0% | 17,019 | +0.7% | 1.73% | +9.1% |
| Q4 2020 | $3,886,000 | +1199.7% | 16,906 | +3.7% | 1.59% | +1034.3% |
| Q3 2020 | $299,000 | -90.0% | 16,302 | -3.4% | 0.14% | -91.4% |
| Q2 2020 | $3,000,000 | +14.4% | 16,869 | -7.4% | 1.64% | -6.5% |
| Q1 2020 | $2,622,000 | -36.0% | 18,226 | -8.5% | 1.75% | -31.0% |
| Q4 2019 | $4,098,000 | +10.3% | 19,909 | +3.5% | 2.54% | +50.5% |
| Q3 2019 | $3,716,000 | +1.7% | 19,230 | +2.2% | 1.68% | -28.2% |
| Q2 2019 | $3,654,000 | +4.2% | 18,810 | +1.6% | 2.35% | -5.7% |
| Q1 2019 | $3,507,000 | +7.8% | 18,518 | -5.4% | 2.49% | -8.0% |
| Q4 2018 | $3,252,000 | -13.8% | 19,585 | +4.5% | 2.70% | -3.4% |
| Q3 2018 | $3,773,000 | +12.7% | 18,743 | +9.1% | 2.80% | +19.5% |
| Q2 2018 | $3,348,000 | +366.9% | 17,187 | +349.5% | 2.34% | +337.6% |
| Q1 2018 | $717,000 | +28.3% | 3,824 | +29.9% | 0.54% | +25.3% |
| Q4 2017 | $559,000 | +38.7% | 2,943 | +30.7% | 0.43% | +29.8% |
| Q3 2017 | $403,000 | +2.8% | 2,252 | 0.0% | 0.33% | 0.0% |
| Q2 2017 | $392,000 | +11.7% | 2,252 | +9.7% | 0.33% | +41.8% |
| Q1 2017 | $351,000 | +3.5% | 2,052 | 0.0% | 0.23% | +3.1% |
| Q4 2016 | $339,000 | – | 2,052 | – | 0.22% | – |
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% |