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 | $298,721 | +95338.0% | 1,198 | 0.0% | 0.00% | – |
| Q2 2023 | $313 | +4.3% | 1,198 | 0.0% | 0.00% | – |
| Q1 2023 | $300 | +3.4% | 1,198 | 0.0% | 0.00% | – |
| Q4 2022 | $290 | -99.9% | 1,198 | 0.0% | 0.00% | – |
| Q3 2022 | $261,000 | -4.0% | 1,198 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $272,000 | -15.5% | 1,198 | 0.0% | 0.00% | – |
| Q1 2022 | $322,000 | -5.0% | 1,198 | 0.0% | 0.00% | – |
| Q4 2021 | $339,000 | +7.6% | 1,198 | 0.0% | 0.00% | – |
| Q3 2021 | $315,000 | -2.2% | 1,198 | 0.0% | 0.00% | – |
| Q2 2021 | $322,000 | +3.2% | 1,198 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $312,000 | +13.5% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $275,000 | +23.3% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $223,000 | +4.2% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $214,000 | +23.0% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $174,000 | -29.3% | 1,198 | 0.0% | 0.00% | – |
| Q4 2019 | $246,000 | +6.5% | 1,198 | 0.0% | 0.00% | – |
| Q3 2019 | $231,000 | +1.3% | 1,198 | -0.2% | 0.00% | – |
| Q1 2019 | $228,000 | +14.6% | 1,201 | +0.3% | 0.00% | – |
| Q4 2018 | $199,000 | -17.4% | 1,198 | 0.0% | 0.00% | – |
| Q3 2018 | $241,000 | +3.4% | 1,198 | 0.0% | 0.00% | – |
| Q2 2018 | $233,000 | -37.9% | 1,198 | -40.0% | 0.00% | -100.0% |
| Q1 2018 | $375,000 | -1.1% | 1,998 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $379,000 | -12.9% | 1,998 | -17.7% | 0.00% | 0.0% |
| Q3 2017 | $435,000 | +2.8% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $423,000 | -8.6% | 2,428 | -10.0% | 0.00% | 0.0% |
| Q1 2017 | $463,000 | +15.2% | 2,698 | +11.1% | 0.00% | 0.0% |
| Q4 2016 | $402,000 | +6.9% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $376,000 | +3.0% | 2,428 | 0.0% | 0.00% | -50.0% |
| Q2 2016 | $365,000 | +4.6% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $349,000 | +2.6% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $340,000 | +2.1% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $333,000 | -8.5% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $364,000 | -1.4% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $369,000 | -17.4% | 2,428 | -21.5% | 0.00% | 0.0% |
| Q4 2014 | $447,000 | – | 3,093 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | -100.0% | 3,093 | 0.0% | 0.00% | -100.0% |
| Q2 2014 | $442,000 | +0.2% | 3,093 | 0.0% | 0.00% | -50.0% |
| Q1 2014 | $441,000 | +6.5% | 3,093 | 0.0% | 0.00% | +100.0% |
| Q4 2013 | $414,000 | +8.1% | 3,093 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $383,000 | +7.0% | 3,093 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $358,000 | +0.6% | 3,093 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $356,000 | – | 3,093 | – | 0.00% | – |
Download | ||||||
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% |