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 | $2,142,219 | +0.2% | 8,590 | +5.0% | 0.96% | -3.0% |
| Q2 2023 | $2,138,300 | +7.4% | 8,178 | +2.8% | 0.99% | +3.0% |
| Q1 2023 | $1,991,012 | +119122.3% | 7,959 | +15.2% | 0.96% | +6.8% |
| Q4 2022 | $1,670 | -99.9% | 6,906 | +4.2% | 0.90% | -18.0% |
| Q3 2022 | $1,453,000 | +9.5% | 6,625 | +12.9% | 1.10% | +13.9% |
| Q2 2022 | $1,327,000 | -8.0% | 5,866 | +9.1% | 0.96% | -1.0% |
| Q1 2022 | $1,443,000 | +4.6% | 5,377 | +10.3% | 0.97% | +4.4% |
| Q4 2021 | $1,380,000 | +7.6% | 4,876 | +0.1% | 0.93% | +0.2% |
| Q3 2021 | $1,282,000 | -4.8% | 4,873 | -2.8% | 0.93% | +8.5% |
| Q2 2021 | $1,347,000 | +9.5% | 5,013 | +6.1% | 0.86% | +7.2% |
| Q1 2021 | $1,230,000 | +30.0% | 4,726 | +14.9% | 0.80% | +20.3% |
| Q4 2020 | $946,000 | +13.6% | 4,114 | -8.5% | 0.66% | +19.8% |
| Q3 2020 | $833,000 | -16.0% | 4,495 | -19.4% | 0.56% | -20.7% |
| Q2 2020 | $992,000 | +4.5% | 5,577 | -15.4% | 0.70% | -8.1% |
| Q1 2020 | $949,000 | -64.7% | 6,596 | -49.5% | 0.76% | -60.3% |
| Q4 2019 | $2,686,000 | +1.2% | 13,049 | -5.0% | 1.92% | +7.9% |
| Q3 2019 | $2,655,000 | +3.1% | 13,738 | +3.7% | 1.78% | +3.1% |
| Q2 2019 | $2,575,000 | +7.4% | 13,253 | +4.7% | 1.73% | -14.8% |
| Q1 2019 | $2,398,000 | +32.9% | 12,660 | +16.5% | 2.03% | +28.0% |
| Q4 2018 | $1,805,000 | – | 10,867 | – | 1.58% | – |
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% |