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 | $62,323,223 | -3.6% | 248,824 | +0.7% | 5.45% | +3.5% |
| Q2 2023 | $64,619,800 | -12.0% | 247,131 | -15.8% | 5.27% | -10.7% |
| Q1 2023 | $73,413,992 | +2.1% | 293,468 | -1.3% | 5.90% | -1.3% |
| Q4 2022 | $71,889,399 | -14.0% | 297,199 | -22.1% | 5.97% | -20.7% |
| Q3 2022 | $83,628,000 | +2.8% | 381,411 | +6.1% | 7.53% | +4.0% |
| Q2 2022 | $81,352,000 | -12.1% | 359,600 | +4.3% | 7.24% | +10.0% |
| Q1 2022 | $92,551,000 | -5.8% | 344,901 | -0.6% | 6.58% | -2.9% |
| Q4 2021 | $98,256,000 | +13.9% | 347,096 | +5.8% | 6.77% | -1.6% |
| Q3 2021 | $86,267,000 | +0.3% | 327,925 | +2.4% | 6.88% | -1.8% |
| Q2 2021 | $86,049,000 | +3.3% | 320,206 | +0.0% | 7.01% | -7.5% |
| Q1 2021 | $83,320,000 | +11.5% | 320,116 | -1.6% | 7.58% | +6.5% |
| Q4 2020 | $74,731,000 | +22.6% | 325,159 | -1.2% | 7.12% | +12.0% |
| Q3 2020 | $60,976,000 | +3.9% | 329,048 | -0.3% | 6.35% | +3.4% |
| Q2 2020 | $58,698,000 | +7.1% | 330,098 | -13.3% | 6.14% | -7.7% |
| Q1 2020 | $54,795,000 | -45.1% | 380,893 | -21.4% | 6.66% | -20.9% |
| Q4 2019 | $99,794,000 | +25.3% | 484,863 | +17.7% | 8.42% | -24.2% |
| Q3 2019 | $79,614,000 | +203.2% | 412,018 | +204.8% | 11.10% | +189.2% |
| Q2 2019 | $26,260,000 | +3635.4% | 135,181 | +3539.8% | 3.84% | +3983.0% |
| Q1 2019 | $703,000 | +26.9% | 3,714 | +11.3% | 0.09% | +25.3% |
| Q4 2018 | $554,000 | +51.8% | 3,336 | +83.8% | 0.08% | +29.3% |
| Q3 2018 | $365,000 | -4.7% | 1,815 | -7.8% | 0.06% | -6.5% |
| Q2 2018 | $383,000 | +3.8% | 1,968 | 0.0% | 0.06% | +1.6% |
| Q1 2018 | $369,000 | -4.2% | 1,968 | -3.1% | 0.06% | 0.0% |
| Q4 2017 | $385,000 | -2.0% | 2,031 | -7.4% | 0.06% | -6.2% |
| Q3 2017 | $393,000 | -40.9% | 2,194 | -42.6% | 0.06% | -32.3% |
| Q2 2017 | $665,000 | -5.8% | 3,822 | -7.3% | 0.10% | -4.0% |
| Q1 2017 | $706,000 | +15.5% | 4,121 | +11.6% | 0.10% | +7.5% |
| Q4 2016 | $611,000 | -3.5% | 3,693 | -9.8% | 0.09% | -3.1% |
| Q3 2016 | $633,000 | +68.8% | 4,092 | +63.1% | 0.10% | +60.0% |
| Q2 2016 | $375,000 | – | 2,509 | – | 0.06% | – |
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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% |