ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,650 | -0.3% | 495,891 | +4.5% | 3.10% | +4.1% |
| Q2 2023 | $124,039 | +5.5% | 474,373 | +0.9% | 2.98% | -0.5% |
| Q1 2023 | $117,600 | +17.0% | 470,098 | +13.1% | 3.00% | +10.6% |
| Q4 2022 | $100,499 | -99.9% | 415,475 | +15.6% | 2.71% | +18.6% |
| Q3 2022 | $78,791,000 | +11.1% | 359,351 | +14.6% | 2.28% | +15.5% |
| Q2 2022 | $70,936,000 | -0.8% | 313,555 | +17.7% | 1.98% | +16.2% |
| Q1 2022 | $71,475,000 | +24.7% | 266,360 | +31.6% | 1.70% | +33.3% |
| Q4 2021 | $57,307,000 | +41.7% | 202,441 | +31.7% | 1.28% | +27.3% |
| Q3 2021 | $40,445,000 | +15.6% | 153,741 | +18.1% | 1.00% | +14.0% |
| Q2 2021 | $34,989,000 | +6.5% | 130,200 | +3.1% | 0.88% | -2.5% |
| Q1 2021 | $32,867,000 | +16.5% | 126,276 | +2.9% | 0.90% | +11.5% |
| Q4 2020 | $28,210,000 | +24.1% | 122,742 | +0.1% | 0.81% | +9.0% |
| Q3 2020 | $22,730,000 | +2.2% | 122,660 | -1.9% | 0.74% | -6.2% |
| Q2 2020 | $22,236,000 | +30.4% | 125,048 | +5.5% | 0.79% | +11.7% |
| Q1 2020 | $17,056,000 | -25.6% | 118,560 | +6.4% | 0.71% | -5.7% |
| Q4 2019 | $22,928,000 | +12.4% | 111,397 | +5.5% | 0.75% | +4.6% |
| Q3 2019 | $20,402,000 | +8.8% | 105,586 | +9.4% | 0.72% | +7.8% |
| Q2 2019 | $18,749,000 | +21.7% | 96,515 | +18.7% | 0.67% | +16.4% |
| Q1 2019 | $15,406,000 | +26.6% | 81,343 | +11.0% | 0.57% | +15.1% |
| Q4 2018 | $12,172,000 | -14.5% | 73,299 | +3.7% | 0.50% | -3.5% |
| Q3 2018 | $14,234,000 | +5.1% | 70,713 | +1.7% | 0.52% | -2.1% |
| Q2 2018 | $13,548,000 | +9.4% | 69,554 | +5.3% | 0.53% | +6.7% |
| Q1 2018 | $12,384,000 | +6.6% | 66,025 | +7.9% | 0.49% | +8.6% |
| Q4 2017 | $11,614,000 | +9.1% | 61,198 | +2.9% | 0.46% | +3.4% |
| Q3 2017 | $10,642,000 | +8.0% | 59,485 | +5.0% | 0.44% | +5.8% |
| Q2 2017 | $9,853,000 | +10.2% | 56,644 | +8.5% | 0.42% | +3.0% |
| Q1 2017 | $8,940,000 | +54.5% | 52,216 | +49.2% | 0.40% | +45.8% |
| Q4 2016 | $5,787,000 | +13.2% | 34,998 | +5.9% | 0.28% | +11.2% |
| Q3 2016 | $5,114,000 | +12.1% | 33,055 | +8.2% | 0.25% | +11.2% |
| Q2 2016 | $4,562,000 | +10.1% | 30,537 | +6.3% | 0.22% | +6.2% |
| Q1 2016 | $4,143,000 | +9.7% | 28,736 | +6.0% | 0.21% | +9.3% |
| Q4 2015 | $3,777,000 | +27.8% | 27,109 | +25.3% | 0.19% | +22.2% |
| Q3 2015 | $2,956,000 | +1.8% | 21,639 | +11.8% | 0.16% | +5.3% |
| Q2 2015 | $2,904,000 | +9.1% | 19,361 | +10.6% | 0.15% | +7.1% |
| Q1 2015 | $2,661,000 | +29.3% | 17,507 | +23.2% | 0.14% | +23.9% |
| Q4 2014 | $2,058,000 | -62.3% | 14,213 | -63.9% | 0.11% | +7.6% |
| Q3 2014 | $5,466,000 | +173.0% | 39,330 | +181.0% | 0.10% | -8.7% |
| Q2 2014 | $2,002,000 | +17.7% | 13,994 | +13.1% | 0.12% | +11.7% |
| Q1 2014 | $1,701,000 | +15.4% | 12,371 | +12.3% | 0.10% | +14.4% |
| Q4 2013 | $1,474,000 | 0.0% | 11,016 | -7.2% | 0.09% | -9.1% |
| Q3 2013 | $1,474,000 | +8.1% | 11,876 | +0.6% | 0.10% | +2.1% |
| Q2 2013 | $1,363,000 | – | 11,803 | – | 0.10% | – |
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% |