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 | $417 | -4.6% | 1,671 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $437 | +4.5% | 1,671 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $418 | +1.7% | 1,671 | -1.7% | 0.06% | -3.3% |
| Q4 2022 | $411 | -99.9% | 1,700 | 0.0% | 0.06% | +5.3% |
| Q3 2022 | $373,000 | -4.4% | 1,700 | -1.4% | 0.06% | 0.0% |
| Q2 2022 | $390,000 | -8.0% | 1,725 | +9.2% | 0.06% | +1.8% |
| Q1 2022 | $424,000 | -5.1% | 1,580 | 0.0% | 0.06% | -6.7% |
| Q4 2021 | $447,000 | +9.6% | 1,580 | +1.9% | 0.06% | -3.2% |
| Q3 2021 | $408,000 | -8.1% | 1,551 | -6.1% | 0.06% | -8.8% |
| Q2 2021 | $444,000 | -2.6% | 1,651 | -5.8% | 0.07% | -8.1% |
| Q1 2021 | $456,000 | +5.6% | 1,753 | -6.8% | 0.07% | +1.4% |
| Q4 2020 | $432,000 | +15.2% | 1,880 | -7.1% | 0.07% | 0.0% |
| Q3 2020 | $375,000 | -1.8% | 2,024 | -5.7% | 0.07% | -6.4% |
| Q2 2020 | $382,000 | +19.4% | 2,147 | -3.5% | 0.08% | -1.3% |
| Q1 2020 | $320,000 | -30.1% | 2,224 | 0.0% | 0.08% | -12.2% |
| Q4 2019 | $458,000 | +6.5% | 2,224 | 0.0% | 0.09% | -1.1% |
| Q3 2019 | $430,000 | -1.4% | 2,224 | -0.9% | 0.09% | -8.1% |
| Q2 2019 | $436,000 | +1.4% | 2,244 | -1.1% | 0.10% | 0.0% |
| Q1 2019 | $430,000 | +1.7% | 2,269 | -10.9% | 0.10% | -10.8% |
| Q4 2018 | $423,000 | -9.0% | 2,546 | +10.3% | 0.11% | +4.7% |
| Q3 2018 | $465,000 | -8.8% | 2,309 | -11.8% | 0.11% | -13.8% |
| Q2 2018 | $510,000 | +0.8% | 2,618 | -3.0% | 0.12% | +5.1% |
| Q1 2018 | $506,000 | -2.5% | 2,699 | -1.4% | 0.12% | 0.0% |
| Q4 2017 | $519,000 | +1.4% | 2,737 | -4.4% | 0.12% | -4.1% |
| Q3 2017 | $512,000 | +2.8% | 2,862 | 0.0% | 0.12% | -3.9% |
| Q2 2017 | $498,000 | +4.8% | 2,862 | +3.1% | 0.13% | +4.1% |
| Q1 2017 | $475,000 | -1.5% | 2,776 | -4.7% | 0.12% | -8.3% |
| Q4 2016 | $482,000 | – | 2,914 | – | 0.13% | – |
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% |