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 | $2,112,618 | -4.2% | 8,434 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $2,205,323 | +42.7% | 8,434 | +36.5% | 0.09% | +33.3% |
| Q1 2023 | $1,545,493 | +18.4% | 6,178 | +14.4% | 0.07% | +13.1% |
| Q4 2022 | $1,305,726 | +10.3% | 5,398 | 0.0% | 0.06% | -1.6% |
| Q3 2022 | $1,184,000 | +9.1% | 5,398 | +12.5% | 0.06% | +10.7% |
| Q2 2022 | $1,085,000 | -17.0% | 4,798 | -1.5% | 0.06% | +5.7% |
| Q1 2022 | $1,308,000 | -3.7% | 4,873 | +1.6% | 0.05% | -1.9% |
| Q4 2021 | $1,358,000 | +7.6% | 4,798 | 0.0% | 0.05% | -5.3% |
| Q3 2021 | $1,262,000 | -2.1% | 4,798 | 0.0% | 0.06% | -8.1% |
| Q2 2021 | $1,289,000 | -25.9% | 4,798 | -28.2% | 0.06% | -30.3% |
| Q1 2021 | $1,740,000 | +13.0% | 6,684 | -0.2% | 0.09% | -1.1% |
| Q4 2020 | $1,540,000 | +423.8% | 6,699 | +322.9% | 0.09% | +350.0% |
| Q3 2020 | $294,000 | +2.4% | 1,584 | -1.8% | 0.02% | -9.1% |
| Q2 2020 | $287,000 | +31.7% | 1,613 | +6.5% | 0.02% | +10.0% |
| Q1 2020 | $218,000 | -31.7% | 1,514 | -2.3% | 0.02% | -25.9% |
| Q4 2019 | $319,000 | +6.7% | 1,549 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $299,000 | -0.7% | 1,549 | 0.0% | 0.03% | -3.4% |
| Q2 2019 | $301,000 | +7.1% | 1,549 | +4.3% | 0.03% | +3.6% |
| Q1 2019 | $281,000 | +13.8% | 1,485 | 0.0% | 0.03% | +7.7% |
| Q4 2018 | $247,000 | -17.4% | 1,485 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $299,000 | +4.5% | 1,485 | +1.0% | 0.03% | -3.7% |
| Q2 2018 | $286,000 | -16.1% | 1,470 | -19.2% | 0.03% | -18.2% |
| Q1 2018 | $341,000 | -1.2% | 1,820 | 0.0% | 0.03% | -5.7% |
| Q4 2017 | $345,000 | +72.5% | 1,820 | +58.3% | 0.04% | +9.4% |
| Q2 2017 | $200,000 | – | 1,150 | – | 0.03% | – |
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% |