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 | $9,868,651 | +98036.9% | 39,578 | +2.9% | 1.60% | -0.7% |
| Q2 2023 | $10,056 | +6.7% | 38,459 | +2.1% | 1.61% | +0.6% |
| Q1 2023 | $9,421 | +9.2% | 37,660 | +5.6% | 1.60% | +1.7% |
| Q4 2022 | $8,626 | -99.9% | 35,660 | +5.1% | 1.58% | +7.9% |
| Q3 2022 | $7,441,000 | -3.7% | 33,935 | -0.6% | 1.46% | -0.1% |
| Q2 2022 | $7,727,000 | -14.4% | 34,156 | +1.5% | 1.46% | +1.7% |
| Q1 2022 | $9,028,000 | -5.9% | 33,645 | -0.7% | 1.44% | +3.5% |
| Q4 2021 | $9,593,000 | +7.3% | 33,889 | -0.3% | 1.39% | -0.9% |
| Q3 2021 | $8,944,000 | -1.2% | 33,999 | +1.0% | 1.40% | -1.5% |
| Q2 2021 | $9,050,000 | +3.9% | 33,679 | +0.6% | 1.42% | -3.1% |
| Q1 2021 | $8,714,000 | +14.5% | 33,477 | +1.1% | 1.47% | +8.3% |
| Q4 2020 | $7,613,000 | +21.3% | 33,123 | -2.2% | 1.36% | +7.5% |
| Q3 2020 | $6,274,000 | +3.6% | 33,856 | -0.6% | 1.26% | -5.9% |
| Q2 2020 | $6,055,000 | +22.2% | 34,049 | -1.1% | 1.34% | +0.1% |
| Q1 2020 | $4,954,000 | -31.6% | 34,438 | -2.1% | 1.34% | -13.0% |
| Q4 2019 | $7,239,000 | +5.5% | 35,170 | -0.9% | 1.54% | -2.7% |
| Q3 2019 | $6,861,000 | -1.0% | 35,505 | -0.4% | 1.58% | -1.5% |
| Q2 2019 | $6,928,000 | +3.8% | 35,662 | +1.2% | 1.60% | -1.5% |
| Q1 2019 | $6,673,000 | +12.1% | 35,233 | -1.7% | 1.63% | -2.5% |
| Q4 2018 | $5,952,000 | -20.5% | 35,843 | -3.6% | 1.67% | -5.2% |
| Q3 2018 | $7,486,000 | +3.7% | 37,192 | +0.3% | 1.76% | -4.1% |
| Q2 2018 | $7,221,000 | +6.5% | 37,073 | +2.6% | 1.83% | +5.4% |
| Q1 2018 | $6,778,000 | -1.3% | 36,134 | -0.1% | 1.74% | 0.0% |
| Q4 2017 | $6,864,000 | +5.7% | 36,170 | -0.4% | 1.74% | +0.3% |
| Q3 2017 | $6,496,000 | +4.6% | 36,312 | +1.7% | 1.73% | +3.5% |
| Q2 2017 | $6,212,000 | +2.3% | 35,711 | +0.6% | 1.68% | +0.2% |
| Q1 2017 | $6,075,000 | +22.9% | 35,481 | +18.7% | 1.67% | +15.5% |
| Q4 2016 | $4,942,000 | +93.7% | 29,888 | +81.2% | 1.45% | +84.2% |
| Q3 2016 | $2,552,000 | +4.3% | 16,497 | +0.8% | 0.79% | +5.5% |
| Q2 2016 | $2,446,000 | +6.9% | 16,372 | +3.1% | 0.74% | +2.3% |
| Q1 2016 | $2,289,000 | -0.5% | 15,878 | -3.8% | 0.73% | -0.3% |
| Q4 2015 | $2,300,000 | +36.3% | 16,510 | +33.6% | 0.73% | +26.3% |
| Q3 2015 | $1,688,000 | +9.2% | 12,356 | +19.8% | 0.58% | +14.2% |
| Q2 2015 | $1,546,000 | +24.0% | 10,311 | +25.7% | 0.51% | +23.7% |
| Q1 2015 | $1,247,000 | +38.6% | 8,204 | +32.0% | 0.41% | +38.2% |
| Q4 2014 | $900,000 | +9.0% | 6,214 | +2.8% | 0.30% | +6.1% |
| Q3 2014 | $826,000 | +10.4% | 6,042 | +15.6% | 0.28% | +12.0% |
| Q2 2014 | $748,000 | +5.4% | 5,227 | +1.3% | 0.25% | -1.2% |
| Q1 2014 | $710,000 | – | 5,162 | – | 0.25% | – |
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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% |