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 2022 | $1,950,000 | +3.2% | 8,892 | +6.5% | 0.09% | +2.2% |
| Q2 2022 | $1,889,000 | -6.2% | 8,349 | +11.2% | 0.09% | +1.1% |
| Q1 2022 | $2,014,000 | +59.0% | 7,507 | +67.8% | 0.09% | +44.3% |
| Q4 2021 | $1,267,000 | +18.2% | 4,475 | +9.8% | 0.06% | +3.4% |
| Q3 2021 | $1,072,000 | -3.0% | 4,075 | -0.9% | 0.06% | -6.3% |
| Q2 2021 | $1,105,000 | -4.2% | 4,111 | -7.2% | 0.06% | -20.3% |
| Q1 2021 | $1,153,000 | +6.1% | 4,431 | -6.3% | 0.08% | +2.6% |
| Q4 2020 | $1,087,000 | +23.7% | 4,731 | -0.3% | 0.08% | +8.5% |
| Q3 2020 | $879,000 | +18.9% | 4,744 | +14.1% | 0.07% | +14.5% |
| Q2 2020 | $739,000 | +49.0% | 4,158 | +20.5% | 0.06% | +29.2% |
| Q1 2020 | $496,000 | -55.7% | 3,451 | -36.6% | 0.05% | -44.2% |
| Q4 2019 | $1,120,000 | +7.0% | 5,441 | +0.4% | 0.09% | -1.1% |
| Q3 2019 | $1,047,000 | -4.6% | 5,417 | -4.1% | 0.09% | -4.4% |
| Q2 2019 | $1,097,000 | +2.0% | 5,649 | -0.5% | 0.09% | -11.7% |
| Q1 2019 | $1,075,000 | +108.3% | 5,678 | +106.5% | 0.10% | +94.3% |
| Q4 2018 | $516,000 | -3.2% | 2,749 | +3.8% | 0.05% | +12.8% |
| Q3 2018 | $533,000 | +2.5% | 2,649 | -0.7% | 0.05% | -2.1% |
| Q2 2018 | $520,000 | +15.0% | 2,669 | +10.7% | 0.05% | +14.3% |
| Q1 2018 | $452,000 | -7.4% | 2,412 | -6.1% | 0.04% | -4.5% |
| Q4 2017 | $488,000 | +6.1% | 2,569 | 0.0% | 0.04% | -6.4% |
| Q3 2017 | $460,000 | +2.9% | 2,569 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $447,000 | +1.6% | 2,569 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $440,000 | -0.7% | 2,569 | -4.1% | 0.05% | -6.0% |
| Q4 2016 | $443,000 | +6.7% | 2,679 | 0.0% | 0.05% | +2.0% |
| Q3 2016 | $415,000 | +3.8% | 2,679 | 0.0% | 0.05% | +2.1% |
| Q2 2016 | $400,000 | -8.0% | 2,679 | -11.1% | 0.05% | -11.1% |
| Q1 2016 | $435,000 | -4.2% | 3,014 | -7.6% | 0.05% | -5.3% |
| Q4 2015 | $454,000 | – | 3,261 | – | 0.06% | – |
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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% |