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 | $498,700 | -4.6% | 2,000 | 0.0% | 0.08% | +39.0% |
| Q2 2023 | $522,960 | -86.2% | 2,000 | -86.8% | 0.06% | -86.6% |
| Q1 2023 | $3,802,432 | -23.3% | 15,200 | -25.9% | 0.44% | -30.3% |
| Q4 2022 | $4,958,745 | +10.3% | 20,500 | 0.0% | 0.63% | +49.3% |
| Q3 2022 | $4,495,000 | -3.1% | 20,500 | 0.0% | 0.42% | +50.7% |
| Q2 2022 | $4,638,000 | -15.7% | 20,500 | 0.0% | 0.28% | -11.4% |
| Q1 2022 | $5,501,000 | -54.2% | 20,500 | -51.7% | 0.32% | -53.0% |
| Q4 2021 | $12,003,000 | +31.1% | 42,400 | +21.8% | 0.67% | +22.9% |
| Q3 2021 | $9,155,000 | +14.7% | 34,800 | +17.2% | 0.55% | -11.5% |
| Q2 2021 | $7,981,000 | +207.7% | 29,700 | +112.1% | 0.62% | -83.4% |
| Q3 2020 | $2,594,000 | +4.2% | 14,000 | 0.0% | 3.71% | -30.2% |
| Q2 2020 | $2,489,000 | +23.6% | 14,000 | 0.0% | 5.32% | -3.0% |
| Q1 2020 | $2,014,000 | -30.1% | 14,000 | 0.0% | 5.49% | +9.0% |
| Q4 2019 | $2,881,000 | +6.5% | 14,000 | 0.0% | 5.04% | -2.2% |
| Q3 2019 | $2,705,000 | -0.6% | 14,000 | 0.0% | 5.15% | +194.6% |
| Q2 2019 | $2,720,000 | -4.3% | 14,000 | -6.7% | 1.75% | +1.9% |
| Q1 2019 | $2,841,000 | -43.0% | 15,000 | -50.0% | 1.72% | -42.4% |
| Q4 2018 | $4,982,000 | – | 30,000 | – | 2.98% | – |
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% |