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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $66,447,000 | +3.7% | 247,262 | +0.4% | 2.47% | -7.2% |
| Q1 2021 | $64,099,000 | +10.8% | 246,270 | -2.1% | 2.66% | +6.0% |
| Q4 2020 | $57,829,000 | +16.4% | 251,615 | -6.2% | 2.51% | +2.6% |
| Q3 2020 | $49,693,000 | +5.7% | 268,163 | +1.4% | 2.44% | -5.6% |
| Q2 2020 | $47,012,000 | +26.4% | 264,377 | +2.3% | 2.59% | +6.0% |
| Q1 2020 | $37,182,000 | -27.0% | 258,460 | +4.5% | 2.44% | -8.6% |
| Q4 2019 | $50,904,000 | +9.4% | 247,324 | +2.7% | 2.67% | +0.6% |
| Q3 2019 | $46,544,000 | +4.4% | 240,873 | +5.0% | 2.66% | +2.2% |
| Q2 2019 | $44,570,000 | +3.7% | 229,435 | +1.1% | 2.60% | -0.1% |
| Q1 2019 | $42,971,000 | +18.0% | 226,882 | +3.5% | 2.60% | -1.0% |
| Q4 2018 | $36,408,000 | -16.5% | 219,247 | +1.2% | 2.63% | -1.2% |
| Q3 2018 | $43,616,000 | -48.2% | 216,682 | -50.8% | 2.66% | -3.7% |
| Q2 2018 | $84,138,000 | +105.4% | 440,051 | +101.5% | 2.76% | +1.4% |
| Q1 2018 | $40,961,000 | -16.4% | 218,378 | -15.4% | 2.73% | -18.9% |
| Q4 2017 | $48,976,000 | +1.5% | 258,068 | -4.4% | 3.36% | -5.9% |
| Q3 2017 | $48,275,000 | +4.2% | 269,843 | +1.3% | 3.58% | -1.0% |
| Q2 2017 | $46,319,000 | +4.0% | 266,280 | +2.4% | 3.61% | +0.2% |
| Q1 2017 | $44,543,000 | +7.9% | 260,152 | +4.2% | 3.60% | +0.6% |
| Q4 2016 | $41,277,000 | +7.4% | 249,648 | +0.5% | 3.58% | +5.9% |
| Q3 2016 | $38,442,000 | +3.0% | 248,477 | -0.6% | 3.38% | -0.8% |
| Q2 2016 | $37,336,000 | -4.2% | 249,924 | -7.5% | 3.41% | -7.1% |
| Q1 2016 | $38,962,000 | +12.3% | 270,213 | +8.5% | 3.67% | +7.5% |
| Q4 2015 | $34,691,000 | +1.6% | 248,999 | -0.4% | 3.41% | -4.0% |
| Q3 2015 | $34,143,000 | -7.9% | 249,929 | +1.2% | 3.56% | -1.8% |
| Q2 2015 | $37,054,000 | -1.4% | 247,058 | -0.1% | 3.62% | -2.1% |
| Q1 2015 | $37,593,000 | +5.4% | 247,355 | +0.4% | 3.70% | +5.9% |
| Q4 2014 | $35,681,000 | +7.1% | 246,413 | +1.1% | 3.49% | +5.9% |
| Q3 2014 | $33,312,000 | -3.2% | 243,619 | +1.3% | 3.30% | -3.8% |
| Q2 2014 | $34,397,000 | +2.4% | 240,401 | -1.6% | 3.43% | -1.0% |
| Q1 2014 | $33,593,000 | +3.3% | 244,363 | +0.5% | 3.46% | +1.3% |
| Q4 2013 | $32,535,000 | +7.3% | 243,142 | -0.4% | 3.42% | +0.5% |
| Q3 2013 | $30,309,000 | +8.5% | 244,149 | +1.0% | 3.40% | +3.5% |
| Q2 2013 | $27,930,000 | – | 241,818 | – | 3.29% | – |
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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% |