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 | $1,248,745 | +0.5% | 5,008 | +5.3% | 0.14% | +5.2% |
| Q2 2023 | $1,243,076 | +32.3% | 4,754 | +26.6% | 0.14% | +17.4% |
| Q1 2023 | $939,351 | +2.5% | 3,755 | -0.8% | 0.12% | -5.0% |
| Q4 2022 | $916,037 | +147.6% | 3,787 | +155.9% | 0.12% | +157.4% |
| Q3 2022 | $370,000 | +6.9% | 1,480 | -3.3% | 0.05% | +2.2% |
| Q2 2022 | $346,000 | -36.0% | 1,530 | -24.1% | 0.05% | -28.1% |
| Q1 2022 | $541,000 | -10.6% | 2,017 | -5.6% | 0.06% | -3.0% |
| Q4 2021 | $605,000 | +6.7% | 2,137 | -0.9% | 0.07% | -8.3% |
| Q3 2021 | $567,000 | -5.2% | 2,157 | -1.6% | 0.07% | 0.0% |
| Q2 2021 | $598,000 | +11.4% | 2,192 | +6.2% | 0.07% | -8.9% |
| Q1 2021 | $537,000 | -23.7% | 2,065 | -32.6% | 0.08% | -27.5% |
| Q4 2020 | $704,000 | +35.9% | 3,065 | +24.8% | 0.11% | +29.8% |
| Q3 2020 | $518,000 | +16.4% | 2,456 | -1.8% | 0.08% | -3.4% |
| Q2 2020 | $445,000 | +102.3% | 2,501 | +63.9% | 0.09% | +58.2% |
| Q1 2020 | $220,000 | -40.1% | 1,526 | -14.3% | 0.06% | -22.5% |
| Q4 2019 | $367,000 | +2.5% | 1,781 | -3.8% | 0.07% | -7.8% |
| Q3 2019 | $358,000 | -4.3% | 1,851 | -3.9% | 0.08% | -8.3% |
| Q2 2019 | $374,000 | +5.4% | 1,926 | +2.8% | 0.08% | 0.0% |
| Q1 2019 | $355,000 | -1.9% | 1,874 | -13.9% | 0.08% | -9.7% |
| Q4 2018 | $362,000 | -16.0% | 2,177 | +1.8% | 0.09% | -4.1% |
| Q3 2018 | $431,000 | -1.8% | 2,139 | -5.1% | 0.10% | -10.2% |
| Q2 2018 | $439,000 | +5.8% | 2,254 | +2.0% | 0.11% | +4.9% |
| Q1 2018 | $415,000 | +23.5% | 2,210 | +24.8% | 0.10% | +19.8% |
| Q4 2017 | $336,000 | +6.0% | 1,771 | 0.0% | 0.09% | +1.2% |
| Q3 2017 | $317,000 | +6.7% | 1,771 | +3.6% | 0.08% | 0.0% |
| Q2 2017 | $297,000 | +10.0% | 1,709 | +8.2% | 0.08% | +6.2% |
| Q1 2017 | $270,000 | – | 1,579 | – | 0.08% | – |
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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% |