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 | $1,511,809 | -4.1% | 6,063 | +0.6% | 0.33% | +16.4% |
| Q2 2023 | $1,576,463 | -0.8% | 6,029 | -5.1% | 0.29% | -34.5% |
| Q1 2023 | $1,589,266 | -1.4% | 6,353 | -4.7% | 0.44% | +21.7% |
| Q4 2022 | $1,611,788 | +9.7% | 6,663 | -0.5% | 0.36% | -27.1% |
| Q3 2022 | $1,469,000 | -6.7% | 6,698 | -3.8% | 0.49% | +40.3% |
| Q2 2022 | $1,574,000 | -37.1% | 6,960 | -25.4% | 0.35% | -2.2% |
| Q1 2022 | $2,503,000 | -15.9% | 9,327 | -11.3% | 0.36% | -10.0% |
| Q4 2021 | $2,976,000 | +23.4% | 10,511 | +14.7% | 0.40% | +16.3% |
| Q3 2021 | $2,411,000 | -22.1% | 9,164 | -20.4% | 0.34% | -17.3% |
| Q2 2021 | $3,094,000 | +3.3% | 11,513 | +0.1% | 0.42% | -3.5% |
| Q1 2021 | $2,994,000 | -22.3% | 11,504 | -31.4% | 0.43% | -19.3% |
| Q4 2020 | $3,855,000 | +151.5% | 16,775 | +102.8% | 0.53% | +100.8% |
| Q3 2020 | $1,533,000 | -7.7% | 8,273 | -11.5% | 0.27% | -5.7% |
| Q2 2020 | $1,661,000 | +302.2% | 9,343 | +225.2% | 0.28% | +156.4% |
| Q1 2020 | $413,000 | -79.1% | 2,873 | -70.1% | 0.11% | -60.6% |
| Q4 2019 | $1,977,000 | +20.3% | 9,604 | +12.9% | 0.28% | +4.9% |
| Q3 2019 | $1,643,000 | +5.7% | 8,503 | +6.3% | 0.27% | -5.3% |
| Q2 2019 | $1,554,000 | +87.9% | 8,001 | +83.2% | 0.28% | +73.5% |
| Q1 2019 | $827,000 | +14.9% | 4,367 | +0.7% | 0.16% | -9.5% |
| Q4 2018 | $720,000 | -95.8% | 4,336 | -94.9% | 0.18% | -93.4% |
| Q3 2018 | $17,180,000 | +1.6% | 85,350 | -1.7% | 2.72% | -12.2% |
| Q2 2018 | $16,914,000 | +268.0% | 86,838 | +254.4% | 3.10% | +233.9% |
| Q1 2018 | $4,596,000 | -4.5% | 24,504 | -3.4% | 0.93% | +39.4% |
| Q4 2017 | $4,813,000 | +9.6% | 25,359 | +3.4% | 0.66% | -11.1% |
| Q3 2017 | $4,390,000 | +7.1% | 24,537 | +4.1% | 0.75% | +4.6% |
| Q2 2017 | $4,100,000 | +28.1% | 23,569 | +26.1% | 0.72% | +13.0% |
| Q1 2017 | $3,200,000 | -94.8% | 18,691 | -95.0% | 0.63% | -94.0% |
| Q4 2016 | $61,535,000 | +3461.1% | 372,175 | +3231.9% | 10.58% | +2905.1% |
| Q3 2016 | $1,728,000 | +2.7% | 11,170 | -0.9% | 0.35% | -2.5% |
| Q2 2016 | $1,683,000 | +1.8% | 11,269 | -1.7% | 0.36% | -15.3% |
| Q1 2016 | $1,653,000 | +2.5% | 11,464 | -0.9% | 0.43% | +11.5% |
| Q4 2015 | $1,612,000 | +6.5% | 11,571 | +4.4% | 0.38% | +4.1% |
| Q3 2015 | $1,514,000 | -3.3% | 11,084 | +6.2% | 0.37% | +17.6% |
| Q2 2015 | $1,565,000 | +3.4% | 10,436 | +4.9% | 0.31% | +3.7% |
| Q1 2015 | $1,513,000 | +8.1% | 9,953 | +3.0% | 0.30% | +24.4% |
| Q4 2014 | $1,399,000 | +25.2% | 9,661 | +18.2% | 0.24% | +19.2% |
| Q3 2014 | $1,117,000 | +18.8% | 8,172 | +24.4% | 0.20% | +27.7% |
| Q2 2014 | $940,000 | +213.3% | 6,569 | +200.8% | 0.16% | +194.4% |
| Q1 2014 | $300,000 | – | 2,184 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |