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 | $1,783,102 | -0.2% | 7,151 | +4.7% | 0.79% | +3.5% |
| Q2 2023 | $1,786,170 | -3.4% | 6,831 | -7.6% | 0.76% | -8.9% |
| Q1 2023 | $1,848,933 | -5.1% | 7,391 | -8.3% | 0.84% | -7.6% |
| Q4 2022 | $1,948,666 | +8.1% | 8,056 | -2.0% | 0.90% | -7.7% |
| Q3 2022 | $1,803,000 | -5.4% | 8,222 | -2.4% | 0.98% | -0.8% |
| Q2 2022 | $1,905,000 | -19.3% | 8,422 | -4.3% | 0.99% | -11.0% |
| Q1 2022 | $2,362,000 | -11.0% | 8,803 | -6.1% | 1.11% | -8.5% |
| Q4 2021 | $2,655,000 | +0.2% | 9,378 | -6.9% | 1.21% | -9.3% |
| Q3 2021 | $2,649,000 | -5.1% | 10,068 | -3.1% | 1.34% | -4.8% |
| Q2 2021 | $2,792,000 | +10.1% | 10,388 | +6.7% | 1.40% | +1.7% |
| Q1 2021 | $2,535,000 | +3.6% | 9,740 | -8.5% | 1.38% | -0.4% |
| Q4 2020 | $2,447,000 | +13.7% | 10,645 | -8.3% | 1.39% | -1.4% |
| Q3 2020 | $2,152,000 | +3.8% | 11,613 | -0.4% | 1.41% | +0.4% |
| Q2 2020 | $2,074,000 | +18.4% | 11,663 | -4.2% | 1.40% | +2.4% |
| Q1 2020 | $1,752,000 | -37.5% | 12,176 | -10.6% | 1.37% | -20.1% |
| Q4 2019 | $2,805,000 | +4.2% | 13,626 | -2.2% | 1.71% | -0.7% |
| Q3 2019 | $2,691,000 | +5.0% | 13,926 | +5.5% | 1.72% | -4.2% |
| Q2 2019 | $2,563,000 | +1.9% | 13,196 | -0.6% | 1.80% | -1.1% |
| Q1 2019 | $2,514,000 | +17.6% | 13,271 | +3.1% | 1.82% | +3.1% |
| Q4 2018 | $2,138,000 | -17.2% | 12,873 | +0.4% | 1.76% | -3.3% |
| Q3 2018 | $2,582,000 | +5.0% | 12,828 | -2.1% | 1.82% | -17.5% |
| Q1 2018 | $2,459,000 | -1.7% | 13,108 | -0.5% | 2.21% | +0.5% |
| Q4 2017 | $2,501,000 | +5.1% | 13,178 | -0.9% | 2.20% | -1.4% |
| Q3 2017 | $2,380,000 | +2.5% | 13,303 | -0.3% | 2.23% | -1.6% |
| Q2 2017 | $2,322,000 | +43.2% | 13,348 | +41.0% | 2.27% | +46.5% |
| Q1 2017 | $1,621,000 | +52.3% | 9,468 | +47.1% | 1.55% | +47.5% |
| Q4 2016 | $1,064,000 | – | 6,435 | – | 1.05% | – |
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% |