ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,507,570 | -1.5% | 6,046 | +3.3% | 0.06% | +3.3% |
| Q2 2023 | $1,529,919 | +3.6% | 5,851 | -0.9% | 0.06% | +1.7% |
| Q1 2023 | $1,477,195 | +3.4% | 5,905 | 0.0% | 0.06% | +5.3% |
| Q4 2022 | $1,428,360 | +10.2% | 5,905 | -0.1% | 0.06% | -1.7% |
| Q3 2022 | $1,296,000 | -0.3% | 5,910 | +2.8% | 0.06% | +3.6% |
| Q2 2022 | $1,300,000 | -19.3% | 5,747 | -4.3% | 0.06% | -12.5% |
| Q1 2022 | $1,611,000 | -6.3% | 6,003 | -1.1% | 0.06% | -9.9% |
| Q4 2021 | $1,719,000 | +119.3% | 6,072 | +103.7% | 0.07% | +97.2% |
| Q3 2021 | $784,000 | -3.9% | 2,981 | -1.8% | 0.04% | -5.3% |
| Q2 2021 | $816,000 | +1.0% | 3,035 | -2.2% | 0.04% | -9.5% |
| Q1 2021 | $808,000 | +13.3% | 3,104 | 0.0% | 0.04% | +13.5% |
| Q4 2020 | $713,000 | +22.1% | 3,104 | -1.5% | 0.04% | +19.4% |
| Q3 2020 | $584,000 | 0.0% | 3,150 | -4.1% | 0.03% | -6.1% |
| Q2 2020 | $584,000 | +29.5% | 3,283 | +4.7% | 0.03% | +6.5% |
| Q1 2020 | $451,000 | -32.4% | 3,136 | -3.3% | 0.03% | -20.5% |
| Q4 2019 | $667,000 | +5.4% | 3,242 | -1.0% | 0.04% | 0.0% |
| Q3 2019 | $633,000 | +9.3% | 3,275 | +9.9% | 0.04% | +5.4% |
| Q2 2019 | $579,000 | -0.3% | 2,980 | -2.9% | 0.04% | -7.5% |
| Q1 2019 | $581,000 | +4.3% | 3,069 | -8.6% | 0.04% | -4.8% |
| Q4 2018 | $557,000 | -11.2% | 3,357 | +7.8% | 0.04% | -16.0% |
| Q3 2018 | $627,000 | +10.4% | 3,115 | +6.8% | 0.05% | -2.0% |
| Q2 2018 | $568,000 | +12.3% | 2,918 | +8.1% | 0.05% | +18.6% |
| Q1 2018 | $506,000 | +4.3% | 2,700 | +5.6% | 0.04% | -2.3% |
| Q4 2017 | $485,000 | -5.1% | 2,558 | -10.5% | 0.04% | +10.0% |
| Q3 2017 | $511,000 | -1.2% | 2,858 | -3.8% | 0.04% | -9.1% |
| Q2 2017 | $517,000 | +5.1% | 2,972 | +3.5% | 0.04% | 0.0% |
| Q1 2017 | $492,000 | +3.8% | 2,872 | +0.2% | 0.04% | -13.7% |
| Q4 2016 | $474,000 | – | 2,867 | – | 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% |