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 | $70,803,681 | +1.0% | 283,953 | +5.9% | 2.78% | +5.1% |
| Q2 2023 | $70,118,477 | +9.3% | 268,160 | +4.6% | 2.64% | +3.6% |
| Q1 2023 | $64,127,015 | +11.3% | 256,344 | +7.7% | 2.55% | +7.9% |
| Q4 2022 | $57,590,864 | +25.0% | 238,087 | +13.3% | 2.37% | +14.0% |
| Q3 2022 | $46,058,000 | +0.3% | 210,061 | +3.5% | 2.08% | +5.8% |
| Q2 2022 | $45,909,000 | -13.4% | 202,930 | +2.8% | 1.96% | -2.3% |
| Q1 2022 | $52,993,000 | +5.2% | 197,486 | +10.9% | 2.01% | +6.9% |
| Q4 2021 | $50,387,000 | +10.8% | 177,996 | +3.0% | 1.88% | -2.0% |
| Q3 2021 | $45,479,000 | -0.2% | 172,879 | +1.9% | 1.92% | -6.1% |
| Q2 2021 | $45,578,000 | +4.9% | 169,605 | +1.6% | 2.04% | -1.8% |
| Q1 2021 | $43,434,000 | +16.4% | 166,874 | +2.8% | 2.08% | +7.9% |
| Q4 2020 | $37,312,000 | +27.2% | 162,348 | +2.6% | 1.93% | +10.0% |
| Q3 2020 | $29,336,000 | +5.6% | 158,309 | +1.4% | 1.75% | -3.5% |
| Q2 2020 | $27,771,000 | +34.6% | 156,176 | +8.9% | 1.82% | +15.1% |
| Q1 2020 | $20,629,000 | -3.9% | 143,398 | +37.6% | 1.58% | +20.1% |
| Q4 2019 | $21,456,000 | +8.5% | 104,244 | +1.9% | 1.31% | +5.5% |
| Q3 2019 | $19,774,000 | +0.8% | 102,336 | +1.4% | 1.25% | -1.2% |
| Q2 2019 | $19,609,000 | +5.1% | 100,943 | +2.4% | 1.26% | +0.9% |
| Q1 2019 | $18,666,000 | +16.6% | 98,552 | +2.2% | 1.25% | +2.8% |
| Q4 2018 | $16,007,000 | -16.4% | 96,392 | +1.3% | 1.22% | -6.8% |
| Q3 2018 | $19,157,000 | +7.9% | 95,169 | +4.4% | 1.30% | +1.2% |
| Q2 2018 | $17,749,000 | +5.7% | 91,124 | +1.8% | 1.29% | +1.9% |
| Q1 2018 | $16,791,000 | +0.4% | 89,519 | +1.6% | 1.26% | +3.8% |
| Q4 2017 | $16,719,000 | +11.8% | 88,096 | +5.4% | 1.22% | +3.5% |
| Q3 2017 | $14,955,000 | +18.2% | 83,596 | +15.0% | 1.18% | +11.9% |
| Q2 2017 | $12,647,000 | +14.7% | 72,704 | +12.9% | 1.05% | +8.0% |
| Q1 2017 | $11,027,000 | +27.9% | 64,402 | +23.5% | 0.98% | +23.7% |
| Q4 2016 | $8,623,000 | +15.2% | 52,155 | +7.8% | 0.79% | +0.5% |
| Q3 2016 | $7,483,000 | +21.7% | 48,371 | +17.5% | 0.78% | +14.1% |
| Q2 2016 | $6,149,000 | +22.2% | 41,159 | +17.9% | 0.69% | +17.4% |
| Q1 2016 | $5,032,000 | +25.5% | 34,899 | +21.3% | 0.58% | +16.5% |
| Q4 2015 | $4,009,000 | +18.2% | 28,777 | +15.9% | 0.50% | +8.4% |
| Q3 2015 | $3,393,000 | +27.3% | 24,839 | +39.7% | 0.46% | +36.6% |
| Q2 2015 | $2,666,000 | +2.5% | 17,777 | +3.9% | 0.34% | +3.4% |
| Q1 2015 | $2,601,000 | -9.2% | 17,113 | -13.5% | 0.33% | -8.4% |
| Q4 2014 | $2,865,000 | +13.3% | 19,788 | +7.0% | 0.36% | +6.5% |
| Q3 2014 | $2,528,000 | -0.4% | 18,490 | +4.2% | 0.34% | -0.6% |
| Q2 2014 | $2,539,000 | +10.2% | 17,744 | +5.9% | 0.34% | +5.0% |
| Q1 2014 | $2,303,000 | +12.1% | 16,752 | +9.2% | 0.32% | +8.8% |
| Q4 2013 | $2,054,000 | +17.6% | 15,347 | +9.1% | 0.30% | +6.9% |
| Q3 2013 | $1,746,000 | +59.3% | 14,068 | +48.3% | 0.28% | +63.9% |
| Q2 2013 | $1,096,000 | – | 9,487 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |