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 | $692,326 | -17.7% | 2,777 | -13.7% | 0.27% | -9.5% |
| Q2 2023 | $840,809 | -8.0% | 3,216 | -12.0% | 0.30% | -16.4% |
| Q1 2023 | $913,965 | -10.4% | 3,654 | -13.4% | 0.35% | -20.1% |
| Q4 2022 | $1,019,934 | +12.3% | 4,217 | +1.8% | 0.44% | +4.0% |
| Q3 2022 | $908,000 | -4.9% | 4,143 | -1.9% | 0.42% | -1.6% |
| Q2 2022 | $955,000 | -16.1% | 4,223 | -0.4% | 0.43% | -10.9% |
| Q1 2022 | $1,138,000 | +1.3% | 4,240 | +6.9% | 0.48% | -0.4% |
| Q4 2021 | $1,123,000 | +5.6% | 3,967 | -1.9% | 0.49% | -2.8% |
| Q3 2021 | $1,063,000 | -1.3% | 4,042 | +0.8% | 0.50% | -5.5% |
| Q2 2021 | $1,077,000 | -7.4% | 4,008 | -10.3% | 0.53% | -16.9% |
| Q1 2021 | $1,163,000 | -21.0% | 4,469 | -30.2% | 0.64% | -27.8% |
| Q4 2020 | $1,472,000 | +19.8% | 6,403 | -3.4% | 0.88% | -1.9% |
| Q3 2020 | $1,229,000 | -1.2% | 6,630 | -5.2% | 0.90% | -7.3% |
| Q2 2020 | $1,244,000 | +29.9% | 6,996 | +5.1% | 0.97% | +4.5% |
| Q1 2020 | $958,000 | -29.7% | 6,657 | +0.5% | 0.93% | -21.5% |
| Q4 2019 | $1,363,000 | – | 6,622 | – | 1.18% | – |
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% |