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 | $2,047,913 | -4.7% | 8,213 | -0.0% | 0.08% | +1.3% |
| Q2 2023 | $2,148,319 | +103433.4% | 8,216 | -1.0% | 0.08% | -2.5% |
| Q1 2023 | $2,075 | +3.4% | 8,295 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $2,006 | -99.9% | 8,295 | -1.3% | 0.08% | 0.0% |
| Q3 2022 | $1,843,000 | +2.1% | 8,407 | +5.4% | 0.08% | +6.8% |
| Q2 2022 | $1,805,000 | +1.0% | 7,980 | +19.9% | 0.07% | -25.3% |
| Q1 2022 | $1,787,000 | -26.4% | 6,658 | -22.3% | 0.10% | -22.7% |
| Q4 2021 | $2,427,000 | +424.2% | 8,572 | +387.3% | 0.13% | +341.4% |
| Q3 2021 | $463,000 | -2.1% | 1,759 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $473,000 | -1.5% | 1,759 | -4.6% | 0.03% | -6.2% |
| Q1 2021 | $480,000 | +13.5% | 1,844 | +0.2% | 0.03% | +3.2% |
| Q4 2020 | $423,000 | +23.3% | 1,840 | -0.6% | 0.03% | +10.7% |
| Q3 2020 | $343,000 | +19.9% | 1,852 | +15.0% | 0.03% | +12.0% |
| Q2 2020 | $286,000 | +18.2% | 1,610 | -4.1% | 0.02% | -3.8% |
| Q1 2020 | $242,000 | -30.1% | 1,679 | 0.0% | 0.03% | -10.3% |
| Q4 2019 | $346,000 | +4.5% | 1,679 | -2.1% | 0.03% | -3.3% |
| Q3 2019 | $331,000 | +1.5% | 1,715 | +2.1% | 0.03% | 0.0% |
| Q2 2019 | $326,000 | -9.9% | 1,679 | -12.2% | 0.03% | -14.3% |
| Q1 2019 | $362,000 | +26.6% | 1,913 | +11.2% | 0.04% | +9.4% |
| Q4 2018 | $286,000 | -18.5% | 1,721 | -1.4% | 0.03% | -11.1% |
| Q3 2018 | $351,000 | +22.7% | 1,746 | +18.9% | 0.04% | +16.1% |
| Q2 2018 | $286,000 | -1.0% | 1,469 | -4.7% | 0.03% | -3.1% |
| Q1 2018 | $289,000 | -1.0% | 1,541 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $292,000 | +5.8% | 1,541 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $276,000 | -0.7% | 1,541 | -3.6% | 0.03% | -5.9% |
| Q2 2017 | $278,000 | -0.7% | 1,599 | -2.1% | 0.03% | -2.9% |
| Q1 2017 | $280,000 | +3.7% | 1,633 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $270,000 | +4.7% | 1,633 | -2.2% | 0.04% | 0.0% |
| Q3 2016 | $258,000 | +3.6% | 1,669 | 0.0% | 0.04% | +6.1% |
| Q2 2016 | $249,000 | +18.6% | 1,669 | +10.7% | 0.03% | +13.8% |
| Q4 2015 | $210,000 | -1.9% | 1,507 | +6.0% | 0.03% | -3.3% |
| Q2 2015 | $214,000 | +5.4% | 1,422 | +6.7% | 0.03% | +3.4% |
| Q1 2015 | $203,000 | -5.1% | 1,333 | -14.8% | 0.03% | -9.4% |
| Q3 2014 | $214,000 | – | 1,564 | – | 0.03% | – |
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% |