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 | $34,320,035 | +2.8% | 137,638 | +7.8% | 0.04% | +7.3% |
| Q2 2023 | $33,389,688 | +24.6% | 127,695 | +19.2% | 0.04% | +17.1% |
| Q1 2023 | $26,790,385 | +1181.3% | 107,093 | +1138.9% | 0.04% | +1066.7% |
| Q4 2022 | $2,090,897 | +11.7% | 8,644 | +1.3% | 0.00% | 0.0% |
| Q3 2022 | $1,871,823 | -58.7% | 8,537 | -57.3% | 0.00% | -72.7% |
| Q2 2022 | $4,528,000 | +60.1% | 20,014 | +89.8% | 0.01% | +83.3% |
| Q1 2022 | $2,829,000 | +22.8% | 10,544 | +29.6% | 0.01% | +50.0% |
| Q4 2021 | $2,304,000 | -21.4% | 8,136 | -27.0% | 0.00% | -33.3% |
| Q3 2021 | $2,933,000 | +68.0% | 11,150 | +71.6% | 0.01% | +100.0% |
| Q2 2021 | $1,746,000 | +11.1% | 6,498 | +7.7% | 0.00% | 0.0% |
| Q1 2021 | $1,571,000 | +175.6% | 6,036 | +143.1% | 0.00% | +200.0% |
| Q4 2020 | $570,000 | -78.8% | 2,483 | -82.9% | 0.00% | -83.3% |
| Q3 2020 | $2,694,000 | +113.6% | 14,538 | +105.0% | 0.01% | +100.0% |
| Q2 2020 | $1,261,000 | +63.3% | 7,093 | +32.1% | 0.00% | +50.0% |
| Q1 2020 | $772,000 | -66.1% | 5,369 | -51.4% | 0.00% | -60.0% |
| Q4 2019 | $2,275,000 | +105.3% | 11,054 | +92.7% | 0.01% | +150.0% |
| Q3 2019 | $1,108,000 | +337.9% | 5,737 | +339.6% | 0.00% | +100.0% |
| Q2 2019 | $253,000 | -69.9% | 1,305 | -70.6% | 0.00% | -50.0% |
| Q1 2019 | $840,000 | +10.2% | 4,437 | -3.3% | 0.00% | 0.0% |
| Q4 2018 | $762,000 | -54.3% | 4,588 | -44.6% | 0.00% | -33.3% |
| Q3 2018 | $1,667,000 | +87.3% | 8,280 | +81.4% | 0.00% | +50.0% |
| Q2 2018 | $890,000 | -20.8% | 4,565 | -23.8% | 0.00% | 0.0% |
| Q1 2018 | $1,124,000 | -52.2% | 5,993 | -51.7% | 0.00% | -60.0% |
| Q4 2017 | $2,353,000 | -1.5% | 12,400 | -7.1% | 0.01% | 0.0% |
| Q3 2017 | $2,389,000 | +20.2% | 13,352 | +16.9% | 0.01% | +25.0% |
| Q2 2017 | $1,987,000 | -56.9% | 11,423 | -57.6% | 0.00% | -63.6% |
| Q1 2017 | $4,612,000 | +182.6% | 26,934 | +172.9% | 0.01% | +175.0% |
| Q4 2016 | $1,632,000 | +112.2% | 9,869 | +98.6% | 0.00% | +300.0% |
| Q3 2016 | $769,000 | -17.0% | 4,969 | -19.9% | 0.00% | -50.0% |
| Q2 2016 | $926,000 | +47.7% | 6,200 | +37.8% | 0.00% | 0.0% |
| Q4 2015 | $627,000 | – | 4,500 | – | 0.00% | – |
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% |