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 | $156,755,623 | -2.9% | 628,657 | +1.8% | 0.08% | +3.9% |
| Q2 2023 | $161,507,044 | +4.9% | 617,665 | +0.4% | 0.08% | 0.0% |
| Q1 2023 | $153,960,221 | +5.6% | 615,447 | +2.1% | 0.08% | +1.3% |
| Q4 2022 | $145,754,932 | +13.7% | 602,567 | +3.1% | 0.08% | +8.6% |
| Q3 2022 | $128,183,000 | -3.6% | 584,620 | -0.5% | 0.07% | +6.1% |
| Q2 2022 | $132,916,000 | -14.3% | 587,526 | +1.7% | 0.07% | +6.5% |
| Q1 2022 | $155,096,000 | -5.2% | 577,987 | +0.0% | 0.06% | +5.1% |
| Q4 2021 | $163,594,000 | +8.9% | 577,905 | +1.2% | 0.06% | +3.5% |
| Q3 2021 | $150,190,000 | +8.0% | 570,911 | +10.4% | 0.06% | +7.5% |
| Q2 2021 | $139,020,000 | +3.8% | 517,321 | +0.5% | 0.05% | -3.6% |
| Q1 2021 | $133,995,000 | +15.9% | 514,809 | +2.4% | 0.06% | +12.2% |
| Q4 2020 | $115,566,000 | +32.8% | 502,833 | +7.1% | 0.05% | +16.7% |
| Q3 2020 | $87,003,000 | -1.2% | 469,497 | -1.0% | 0.04% | -6.7% |
| Q2 2020 | $88,069,000 | +82.5% | 474,284 | +41.4% | 0.04% | +40.6% |
| Q1 2020 | $48,253,000 | -31.0% | 335,417 | -1.2% | 0.03% | -13.5% |
| Q4 2019 | $69,903,000 | -1.9% | 339,634 | -7.9% | 0.04% | -5.1% |
| Q3 2019 | $71,267,000 | -31.3% | 368,818 | -30.9% | 0.04% | -29.1% |
| Q2 2019 | $103,756,000 | -1.9% | 534,110 | -4.3% | 0.06% | -3.5% |
| Q1 2019 | $105,745,000 | +57.7% | 558,319 | +38.3% | 0.06% | +42.5% |
| Q4 2018 | $67,043,000 | -48.6% | 403,728 | -37.6% | 0.04% | -38.5% |
| Q3 2018 | $130,325,000 | +31.4% | 647,448 | +27.1% | 0.06% | +27.5% |
| Q2 2018 | $99,200,000 | +228.8% | 509,291 | +216.7% | 0.05% | +240.0% |
| Q1 2018 | $30,167,000 | +6.2% | 160,829 | +7.5% | 0.02% | +7.1% |
| Q4 2017 | $28,393,000 | +8.3% | 149,608 | +2.1% | 0.01% | +7.7% |
| Q3 2017 | $26,220,000 | +7.6% | 146,565 | +4.6% | 0.01% | +8.3% |
| Q2 2017 | $24,362,000 | +1.7% | 140,053 | +0.1% | 0.01% | 0.0% |
| Q1 2017 | $23,950,000 | +326.0% | 139,877 | +311.4% | 0.01% | +300.0% |
| Q4 2016 | $5,622,000 | +10.9% | 34,003 | +3.8% | 0.00% | 0.0% |
| Q3 2016 | $5,069,000 | +13.6% | 32,763 | +9.7% | 0.00% | +50.0% |
| Q2 2016 | $4,463,000 | +11.1% | 29,876 | +7.3% | 0.00% | 0.0% |
| Q1 2016 | $4,016,000 | +1.9% | 27,852 | -1.5% | 0.00% | 0.0% |
| Q4 2015 | $3,941,000 | -21.5% | 28,273 | -23.1% | 0.00% | 0.0% |
| Q3 2015 | $5,020,000 | -8.2% | 36,748 | +0.8% | 0.00% | 0.0% |
| Q2 2015 | $5,467,000 | -1.2% | 36,452 | +0.1% | 0.00% | -33.3% |
| Q1 2015 | $5,535,000 | +57.4% | 36,419 | +50.0% | 0.00% | +50.0% |
| Q4 2014 | $3,517,000 | +52.3% | 24,286 | +43.8% | 0.00% | +100.0% |
| Q3 2014 | $2,310,000 | -1.5% | 16,890 | +3.1% | 0.00% | 0.0% |
| Q2 2014 | $2,345,000 | +213.9% | 16,387 | +193.4% | 0.00% | – |
| Q4 2013 | $747,000 | +74.9% | 5,585 | +62.5% | 0.00% | – |
| Q3 2013 | $427,000 | -7.8% | 3,437 | -14.3% | 0.00% | – |
| Q2 2013 | $463,000 | – | 4,012 | – | 0.00% | – |
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% |