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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,348,889 | +7.8% | 4,867 | -3.0% | 0.23% | -5.7% |
| Q3 2023 | $1,251,238 | +33.3% | 5,018 | +39.8% | 0.25% | +54.7% |
| Q2 2023 | $938,713 | +4.5% | 3,590 | 0.0% | 0.16% | -0.6% |
| Q1 2023 | $898,074 | +97836.1% | 3,590 | -5.3% | 0.16% | -7.5% |
| Q4 2022 | $917 | -99.9% | 3,790 | 0.0% | 0.17% | +7.5% |
| Q3 2022 | $831,000 | -3.0% | 3,790 | 0.0% | 0.16% | +7.3% |
| Q2 2022 | $857,000 | -15.7% | 3,790 | 0.0% | 0.15% | -3.8% |
| Q1 2022 | $1,017,000 | -5.2% | 3,790 | 0.0% | 0.16% | -2.5% |
| Q4 2021 | $1,073,000 | +7.6% | 3,790 | 0.0% | 0.16% | -1.8% |
| Q3 2021 | $997,000 | +6.7% | 3,790 | +9.1% | 0.16% | +3.2% |
| Q2 2021 | $934,000 | +2.1% | 3,475 | -1.1% | 0.16% | -4.2% |
| Q1 2021 | $915,000 | +11.2% | 3,514 | -1.9% | 0.16% | +3.1% |
| Q4 2020 | $823,000 | +23.9% | 3,582 | 0.0% | 0.16% | +8.1% |
| Q3 2020 | $664,000 | +4.2% | 3,582 | -0.1% | 0.15% | -2.0% |
| Q2 2020 | $637,000 | +23.4% | 3,585 | 0.0% | 0.15% | +6.3% |
| Q1 2020 | $516,000 | -37.1% | 3,585 | -10.0% | 0.14% | -25.7% |
| Q4 2019 | $820,000 | +6.4% | 3,985 | -0.1% | 0.19% | +1.6% |
| Q3 2019 | $771,000 | -0.5% | 3,988 | -0.1% | 0.19% | -3.1% |
| Q2 2019 | $775,000 | +9.5% | 3,990 | +6.7% | 0.19% | +7.2% |
| Q1 2019 | $708,000 | +13.8% | 3,738 | -0.1% | 0.18% | +4.0% |
| Q4 2018 | $622,000 | -17.4% | 3,743 | 0.0% | 0.17% | -9.4% |
| Q3 2018 | $753,000 | +3.3% | 3,743 | 0.0% | 0.19% | -1.5% |
| Q2 2018 | $729,000 | +3.8% | 3,743 | 0.0% | 0.20% | +5.4% |
| Q1 2018 | $702,000 | -1.1% | 3,743 | 0.0% | 0.18% | +5.1% |
| Q4 2017 | $710,000 | +6.0% | 3,743 | 0.0% | 0.18% | +3.5% |
| Q3 2017 | $670,000 | +5.8% | 3,743 | +2.9% | 0.17% | +3.7% |
| Q2 2017 | $633,000 | -1.1% | 3,637 | -2.7% | 0.16% | -6.3% |
| Q1 2017 | $640,000 | +4.9% | 3,737 | +1.4% | 0.18% | +2.3% |
| Q4 2016 | $610,000 | +7.0% | 3,687 | 0.0% | 0.17% | +4.9% |
| Q3 2016 | $570,000 | +3.4% | 3,687 | 0.0% | 0.16% | +2.5% |
| Q2 2016 | $551,000 | -44.5% | 3,687 | -46.5% | 0.16% | -46.6% |
| Q1 2016 | $993,000 | +3.5% | 6,887 | 0.0% | 0.30% | +1.4% |
| Q4 2015 | $959,000 | -7.0% | 6,887 | -8.8% | 0.29% | -10.4% |
| Q3 2015 | $1,031,000 | -10.1% | 7,550 | -1.3% | 0.33% | -1.8% |
| Q2 2015 | $1,147,000 | +156.0% | 7,650 | +159.3% | 0.33% | +149.3% |
| Q1 2015 | $448,000 | +4.9% | 2,950 | 0.0% | 0.13% | +3.9% |
| Q4 2014 | $427,000 | +6.0% | 2,950 | 0.0% | 0.13% | -3.0% |
| Q3 2014 | $403,000 | +52.7% | 2,950 | +53.6% | 0.13% | +66.2% |
| Q1 2014 | $264,000 | +25.7% | 1,920 | +22.3% | 0.08% | +17.6% |
| Q4 2013 | $210,000 | – | 1,570 | – | 0.07% | – |
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% |