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 | $85,067 | +22.0% | 341,155 | +27.9% | 0.32% | +30.5% |
| Q2 2023 | $69,755 | -1.3% | 266,770 | -5.6% | 0.24% | -15.9% |
| Q1 2023 | $70,691 | +1.7% | 282,585 | -1.6% | 0.29% | +6.6% |
| Q4 2022 | $69,489 | -99.9% | 287,276 | +0.6% | 0.27% | +1.1% |
| Q3 2022 | $62,609,000 | +1.1% | 285,547 | +6.1% | 0.27% | -4.3% |
| Q2 2022 | $61,957,000 | -14.8% | 269,249 | -0.6% | 0.28% | -10.0% |
| Q1 2022 | $72,680,000 | +7.9% | 270,850 | +13.8% | 0.31% | +19.2% |
| Q4 2021 | $67,385,000 | +9.3% | 238,043 | +1.5% | 0.26% | -1.1% |
| Q3 2021 | $61,676,000 | +2.9% | 234,447 | +5.1% | 0.26% | 0.0% |
| Q2 2021 | $59,919,000 | +5.4% | 222,971 | +2.1% | 0.26% | -4.3% |
| Q1 2021 | $56,833,000 | +11.3% | 218,352 | -1.8% | 0.28% | +11.7% |
| Q4 2020 | $51,084,000 | +28.0% | 222,270 | +3.2% | 0.25% | +8.8% |
| Q3 2020 | $39,894,000 | +13.6% | 215,283 | +9.0% | 0.23% | +2.3% |
| Q2 2020 | $35,125,000 | +22.5% | 197,532 | -0.9% | 0.22% | -2.2% |
| Q1 2020 | $28,683,000 | -50.7% | 199,384 | -29.5% | 0.23% | -40.6% |
| Q4 2019 | $58,205,000 | -2.1% | 282,793 | -8.1% | 0.38% | -11.8% |
| Q3 2019 | $59,478,000 | -20.9% | 307,807 | -20.5% | 0.43% | -25.0% |
| Q2 2019 | $75,196,000 | +0.5% | 387,087 | -2.1% | 0.58% | -6.3% |
| Q1 2019 | $74,857,000 | +8.1% | 395,229 | -5.2% | 0.62% | -7.6% |
| Q4 2018 | $69,260,000 | -12.7% | 417,075 | +5.8% | 0.67% | -2.3% |
| Q3 2018 | $79,328,000 | +50.5% | 394,097 | +45.7% | 0.68% | +34.7% |
| Q2 2018 | $52,697,000 | +17.8% | 270,548 | +13.4% | 0.51% | +12.7% |
| Q1 2018 | $44,746,000 | +6.1% | 238,557 | +7.3% | 0.45% | +2.7% |
| Q4 2017 | $42,184,000 | +15.3% | 222,278 | +8.7% | 0.44% | +5.0% |
| Q3 2017 | $36,574,000 | +27.7% | 204,437 | +24.1% | 0.42% | +16.5% |
| Q2 2017 | $28,649,000 | -19.3% | 164,697 | -20.5% | 0.36% | -24.3% |
| Q1 2017 | $35,492,000 | +24.3% | 207,286 | +20.0% | 0.47% | +9.7% |
| Q4 2016 | $28,556,000 | +31.8% | 172,711 | +23.3% | 0.43% | +12.8% |
| Q3 2016 | $21,670,000 | -34.3% | 140,068 | -36.6% | 0.38% | -43.2% |
| Q2 2016 | $32,998,000 | +156.2% | 220,878 | +147.3% | 0.67% | +99.7% |
| Q1 2016 | $12,881,000 | +20.8% | 89,330 | +16.7% | 0.34% | +22.5% |
| Q4 2015 | $10,663,000 | +2.5% | 76,538 | +0.5% | 0.28% | -6.5% |
| Q3 2015 | $10,404,000 | -99.9% | 76,156 | -1.1% | 0.29% | +21.5% |
| Q2 2015 | $11,547,721,000 | +98809.8% | 76,995 | +0.2% | 0.24% | +11.5% |
| Q1 2015 | $11,675,000 | -99.9% | 76,817 | +25.0% | 0.22% | +21.9% |
| Q4 2014 | $8,900,922,000 | +10.1% | 61,470 | +4.0% | 0.18% | +6.0% |
| Q3 2014 | $8,084,404,000 | -0.2% | 59,122 | +4.4% | 0.17% | -5.1% |
| Q2 2014 | $8,102,879,000 | +10.0% | 56,632 | +5.7% | 0.18% | -0.6% |
| Q1 2014 | $7,366,720,000 | -22.7% | 53,588 | -24.8% | 0.18% | -29.4% |
| Q4 2013 | $9,532,893,000 | +15.0% | 71,242 | +6.7% | 0.25% | +1.2% |
| Q3 2013 | $8,292,205,000 | – | 66,797 | – | 0.25% | – |
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% |