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 | $76,359,010 | -4.4% | 306,227 | +0.2% | 0.30% | +2.3% |
| Q2 2023 | $79,876,837 | -1.3% | 305,480 | -5.5% | 0.30% | -4.8% |
| Q1 2023 | $80,900,434 | -51.7% | 323,395 | -68.8% | 0.31% | -7.1% |
| Q4 2022 | $167,611,210 | +110.7% | 1,035,576 | +185.5% | 0.34% | -4.5% |
| Q3 2022 | $79,539,000 | +17.1% | 362,753 | -10.2% | 0.35% | +10.3% |
| Q2 2022 | $67,896,000 | +9.4% | 404,150 | +74.8% | 0.32% | +16.8% |
| Q1 2022 | $62,041,000 | +6.4% | 231,204 | +12.2% | 0.27% | +11.8% |
| Q4 2021 | $58,316,000 | +8.7% | 206,006 | +1.0% | 0.24% | +1.2% |
| Q3 2021 | $53,648,000 | -4.7% | 203,935 | -2.6% | 0.24% | -2.0% |
| Q2 2021 | $56,265,000 | +2.1% | 209,373 | -1.1% | 0.25% | +3.8% |
| Q1 2021 | $55,126,000 | +6.4% | 211,799 | -6.0% | 0.24% | +4.8% |
| Q4 2020 | $51,800,000 | +18.3% | 225,383 | -4.6% | 0.23% | +5.6% |
| Q3 2020 | $43,788,000 | -4.6% | 236,299 | -8.4% | 0.22% | -12.6% |
| Q2 2020 | $45,888,000 | +3.3% | 258,060 | -16.4% | 0.25% | -6.5% |
| Q1 2020 | $44,421,000 | -33.0% | 308,772 | -10.0% | 0.26% | -20.5% |
| Q3 2019 | $66,320,000 | -1.5% | 343,217 | -1.0% | 0.33% | -6.0% |
| Q2 2019 | $67,332,000 | -2.1% | 346,610 | -4.6% | 0.35% | -2.2% |
| Q1 2019 | $68,780,000 | +11.4% | 363,143 | -2.3% | 0.36% | +1.7% |
| Q4 2018 | $61,716,000 | -17.1% | 371,650 | +0.5% | 0.35% | -4.8% |
| Q3 2018 | $74,462,000 | +2.5% | 369,923 | -0.8% | 0.37% | -4.9% |
| Q2 2018 | $72,648,000 | +2.3% | 372,978 | -1.5% | 0.39% | +2.4% |
| Q1 2018 | $71,039,000 | -4.2% | 378,739 | -3.1% | 0.38% | -1.8% |
| Q4 2017 | $74,155,000 | +3.6% | 390,742 | -2.3% | 0.39% | +0.3% |
| Q3 2017 | $71,576,000 | -0.6% | 400,089 | -3.3% | 0.39% | -8.7% |
| Q2 2017 | $72,002,000 | -5.3% | 413,922 | -6.8% | 0.42% | -7.4% |
| Q1 2017 | $76,053,000 | +5.4% | 444,182 | +1.8% | 0.46% | +2.2% |
| Q4 2016 | $72,129,000 | +7.4% | 436,243 | +0.5% | 0.45% | +4.9% |
| Q3 2016 | $67,185,000 | +0.5% | 434,266 | -3.0% | 0.43% | -4.9% |
| Q2 2016 | $66,875,000 | +5.1% | 447,656 | +1.5% | 0.45% | +4.4% |
| Q1 2016 | $63,606,000 | -8.5% | 441,114 | -11.6% | 0.43% | -6.5% |
| Q4 2015 | $69,523,000 | +1.2% | 499,026 | -0.8% | 0.46% | -1.5% |
| Q3 2015 | $68,708,000 | -8.8% | 502,952 | +0.1% | 0.47% | +2.9% |
| Q2 2015 | $75,363,000 | -5.1% | 502,493 | -3.8% | 0.46% | -8.1% |
| Q1 2015 | $79,400,000 | +3.4% | 522,436 | -1.5% | 0.50% | +2.9% |
| Q4 2014 | $76,822,000 | +7.4% | 530,537 | +1.4% | 0.48% | +4.8% |
| Q3 2014 | $71,539,000 | +4035.2% | 523,175 | +4226.3% | 0.46% | +537.5% |
| Q2 2014 | $1,730,000 | +5.1% | 12,093 | +1.0% | 0.07% | +5.9% |
| Q1 2014 | $1,646,000 | +15.4% | 11,971 | +12.4% | 0.07% | +13.3% |
| Q4 2013 | $1,426,000 | +6.3% | 10,653 | -1.4% | 0.06% | -6.2% |
| Q3 2013 | $1,341,000 | +20.2% | 10,806 | +11.8% | 0.06% | +18.5% |
| Q2 2013 | $1,116,000 | – | 9,662 | – | 0.05% | – |
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% |