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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $202,379 | -13.5% | 809 | -10.1% | 0.00% | 0.0% |
| Q1 2021 | $234,000 | +4.9% | 900 | -7.4% | 0.00% | 0.0% |
| Q4 2020 | $223,000 | -33.2% | 972 | -48.3% | 0.00% | -50.0% |
| Q2 2020 | $334,000 | +23.7% | 1,880 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $270,000 | -30.2% | 1,880 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $387,000 | +6.6% | 1,880 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $363,000 | -11.2% | 1,880 | -10.7% | 0.00% | -20.0% |
| Q2 2019 | $409,000 | +2.5% | 2,105 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $399,000 | +14.0% | 2,105 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $350,000 | -17.5% | 2,105 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $424,000 | +3.4% | 2,105 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $410,000 | +2.5% | 2,105 | -1.2% | 0.01% | 0.0% |
| Q1 2018 | $400,000 | -1.0% | 2,130 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $404,000 | +6.0% | 2,130 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $381,000 | +2.7% | 2,130 | 0.0% | 0.01% | +25.0% |
| Q2 2017 | $371,000 | -15.3% | 2,130 | -16.8% | 0.00% | -20.0% |
| Q1 2017 | $438,000 | +9.2% | 2,561 | +5.6% | 0.01% | 0.0% |
| Q4 2016 | $401,000 | +1.5% | 2,425 | -5.1% | 0.01% | 0.0% |
| Q3 2016 | $395,000 | +3.4% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $382,000 | +3.8% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $368,000 | +3.4% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $356,000 | +2.0% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $349,000 | -8.9% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $383,000 | -1.3% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $388,000 | +4.9% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $370,000 | – | 2,555 | – | 0.01% | – |
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% |