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 | $56,763,530 | -6.6% | 227,646 | -2.0% | 0.87% | -2.6% |
| Q2 2023 | $60,750,695 | +3.1% | 232,334 | -1.4% | 0.89% | -1.4% |
| Q1 2023 | $58,916,432 | +4.4% | 235,515 | +1.0% | 0.91% | -0.1% |
| Q4 2022 | $56,431,485 | +8.4% | 233,294 | -1.8% | 0.91% | -1.2% |
| Q3 2022 | $52,082,000 | -2.9% | 237,536 | +0.2% | 0.92% | +2.2% |
| Q2 2022 | $53,630,000 | -15.6% | 237,060 | +0.1% | 0.90% | -0.3% |
| Q1 2022 | $63,563,000 | -6.0% | 236,875 | -0.9% | 0.90% | +0.6% |
| Q4 2021 | $67,638,000 | +9.6% | 238,936 | +1.8% | 0.90% | +2.2% |
| Q3 2021 | $61,738,000 | +1.2% | 234,680 | +3.4% | 0.88% | +1.2% |
| Q2 2021 | $60,982,000 | +7.1% | 226,924 | +3.8% | 0.87% | -1.6% |
| Q1 2021 | $56,924,000 | +16.0% | 218,706 | +2.4% | 0.88% | +7.7% |
| Q4 2020 | $49,069,000 | +18.8% | 213,500 | -4.2% | 0.82% | +2.1% |
| Q3 2020 | $41,296,000 | -1.7% | 222,851 | -5.7% | 0.80% | -7.5% |
| Q2 2020 | $42,019,000 | +19.3% | 236,298 | -3.5% | 0.87% | +0.2% |
| Q1 2020 | $35,213,000 | -31.4% | 244,772 | -1.9% | 0.86% | -20.3% |
| Q4 2019 | $51,344,000 | +7.0% | 249,461 | +0.5% | 1.08% | +1.8% |
| Q3 2019 | $47,987,000 | -1.5% | 248,341 | -1.0% | 1.07% | -1.0% |
| Q2 2019 | $48,720,000 | +2.7% | 250,796 | +0.1% | 1.08% | +1.0% |
| Q1 2019 | $47,455,000 | +17.2% | 250,553 | +2.7% | 1.07% | +6.3% |
| Q4 2018 | $40,495,000 | -17.1% | 243,858 | +0.4% | 1.00% | -7.4% |
| Q3 2018 | $48,868,000 | +10.7% | 242,777 | +7.1% | 1.08% | +0.3% |
| Q2 2018 | $44,148,000 | +18.3% | 226,653 | +13.9% | 1.08% | +15.4% |
| Q1 2018 | $37,311,000 | +60.9% | 198,917 | +53.5% | 0.94% | +52.2% |
| Q4 2017 | $23,182,000 | 0.0% | 129,580 | 0.0% | 0.62% | +2.2% |
| Q3 2017 | $23,182,000 | +46.8% | 129,580 | +42.7% | 0.60% | +38.1% |
| Q2 2017 | $15,795,000 | +28.5% | 90,802 | +26.5% | 0.44% | +24.6% |
| Q1 2017 | $12,294,000 | – | 71,802 | – | 0.35% | – |
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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% |