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 | $3,976 | -8.1% | 15,945 | -3.7% | 0.48% | -2.3% |
| Q2 2023 | $4,328 | +3.2% | 16,553 | -1.3% | 0.49% | -1.0% |
| Q1 2023 | $4,195 | +2.2% | 16,769 | -1.2% | 0.49% | -5.0% |
| Q4 2022 | $4,106 | -99.9% | 16,974 | -0.8% | 0.52% | +4.8% |
| Q3 2022 | $3,752,000 | -3.4% | 17,113 | -0.3% | 0.50% | +4.7% |
| Q2 2022 | $3,884,000 | -6.1% | 17,170 | +11.4% | 0.47% | +13.7% |
| Q1 2022 | $4,137,000 | -5.9% | 15,416 | -0.8% | 0.42% | +1.0% |
| Q4 2021 | $4,398,000 | +7.1% | 15,537 | -0.4% | 0.41% | -2.1% |
| Q3 2021 | $4,105,000 | -0.1% | 15,604 | +2.0% | 0.42% | +0.5% |
| Q2 2021 | $4,110,000 | +2.8% | 15,293 | -0.4% | 0.42% | -5.8% |
| Q1 2021 | $3,998,000 | +4.7% | 15,361 | -7.5% | 0.44% | -1.8% |
| Q4 2020 | $3,818,000 | +25.7% | 16,611 | +1.4% | 0.45% | +9.4% |
| Q3 2020 | $3,037,000 | +4.4% | 16,389 | +0.2% | 0.41% | -8.0% |
| Q2 2020 | $2,908,000 | +29.4% | 16,354 | +4.7% | 0.45% | +4.9% |
| Q1 2020 | $2,247,000 | -27.1% | 15,619 | +4.3% | 0.43% | -6.9% |
| Q4 2019 | $3,081,000 | +13.5% | 14,971 | +6.6% | 0.46% | +2.7% |
| Q3 2019 | $2,714,000 | -0.1% | 14,043 | +0.4% | 0.45% | -1.5% |
| Q2 2019 | $2,718,000 | +5.5% | 13,991 | +2.8% | 0.46% | +9.9% |
| Q1 2019 | $2,577,000 | +15.4% | 13,606 | +1.2% | 0.42% | +2.0% |
| Q4 2018 | $2,233,000 | -14.6% | 13,446 | +3.5% | 0.41% | +3.3% |
| Q3 2018 | $2,615,000 | +4.2% | 12,992 | +0.8% | 0.39% | -5.1% |
| Q2 2018 | $2,509,000 | +1.2% | 12,883 | -2.6% | 0.42% | -0.2% |
| Q1 2018 | $2,480,000 | +0.3% | 13,224 | +1.5% | 0.42% | +1.5% |
| Q4 2017 | $2,472,000 | +4.5% | 13,025 | -1.5% | 0.41% | -1.4% |
| Q3 2017 | $2,365,000 | +2.9% | 13,221 | +0.1% | 0.42% | -0.7% |
| Q2 2017 | $2,298,000 | +3.4% | 13,211 | +1.8% | 0.42% | +1.5% |
| Q1 2017 | $2,222,000 | +15.8% | 12,976 | +11.8% | 0.41% | +11.6% |
| Q4 2016 | $1,919,000 | +35.0% | 11,609 | +26.4% | 0.37% | +36.5% |
| Q3 2016 | $1,421,000 | +4.3% | 9,184 | +0.7% | 0.27% | -1.8% |
| Q2 2016 | $1,363,000 | +11.6% | 9,124 | +7.7% | 0.28% | +12.2% |
| Q1 2016 | $1,221,000 | +3.4% | 8,469 | -0.1% | 0.25% | +4.2% |
| Q4 2015 | $1,181,000 | +1.6% | 8,479 | -0.3% | 0.24% | -2.1% |
| Q3 2015 | $1,162,000 | +7.6% | 8,504 | +18.0% | 0.24% | +19.9% |
| Q2 2015 | $1,080,000 | +1.8% | 7,204 | +3.2% | 0.20% | +3.1% |
| Q1 2015 | $1,061,000 | +11.8% | 6,979 | +6.5% | 0.20% | +8.3% |
| Q4 2014 | $949,000 | +5.9% | 6,554 | +0.1% | 0.18% | +5.3% |
| Q3 2014 | $896,000 | -5.5% | 6,549 | -1.2% | 0.17% | -2.8% |
| Q2 2014 | $948,000 | +5.8% | 6,629 | +1.7% | 0.18% | +1.1% |
| Q1 2014 | $896,000 | +4.9% | 6,520 | +2.2% | 0.17% | +4.2% |
| Q4 2013 | $854,000 | +23.2% | 6,380 | +14.3% | 0.17% | +12.8% |
| Q3 2013 | $693,000 | +30.3% | 5,580 | +21.2% | 0.15% | +21.3% |
| Q2 2013 | $532,000 | – | 4,605 | – | 0.12% | – |
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% |