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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $18,912,998 | -1.6% | 75,604 | -4.9% | 0.80% | -6.9% |
| Q4 2022 | $19,224,853 | +4.4% | 79,478 | -5.4% | 0.86% | -7.2% |
| Q3 2022 | $18,412,000 | -13.3% | 83,971 | -10.5% | 0.92% | -10.6% |
| Q2 2022 | $21,225,000 | -19.7% | 93,822 | -4.7% | 1.03% | -8.3% |
| Q1 2022 | $26,424,000 | -10.1% | 98,472 | -5.2% | 1.12% | -7.8% |
| Q4 2021 | $29,396,000 | -4.0% | 103,843 | -1.8% | 1.22% | -6.5% |
| Q3 2021 | $30,624,000 | -7.2% | 105,750 | -13.9% | 1.30% | -16.2% |
| Q2 2021 | $33,003,000 | -5.9% | 122,813 | -8.9% | 1.55% | -13.7% |
| Q1 2021 | $35,073,000 | +41.3% | 134,752 | +24.8% | 1.80% | +34.2% |
| Q4 2020 | $24,814,000 | +38.0% | 107,967 | +11.2% | 1.34% | +22.4% |
| Q3 2020 | $17,987,000 | +32.0% | 97,064 | +26.6% | 1.10% | +26.1% |
| Q2 2020 | $13,630,000 | +272.9% | 76,650 | +201.7% | 0.87% | +217.2% |
| Q1 2020 | $3,655,000 | -9.8% | 25,407 | +29.0% | 0.27% | +15.6% |
| Q4 2019 | $4,053,000 | +15.5% | 19,692 | +8.4% | 0.24% | +7.7% |
| Q3 2019 | $3,509,000 | +3.4% | 18,160 | +3.9% | 0.22% | +4.3% |
| Q2 2019 | $3,395,000 | +17.3% | 17,475 | +14.3% | 0.21% | +14.7% |
| Q1 2019 | $2,895,000 | +22.6% | 15,285 | +7.5% | 0.18% | +7.6% |
| Q4 2018 | $2,361,000 | -11.1% | 14,218 | +7.8% | 0.17% | +1.8% |
| Q3 2018 | $2,655,000 | +3.8% | 13,188 | +0.4% | 0.17% | -2.9% |
| Q2 2018 | $2,557,000 | +13.6% | 13,129 | +9.4% | 0.17% | +12.3% |
| Q1 2018 | $2,251,000 | -1.2% | 12,003 | -0.1% | 0.15% | -0.6% |
| Q4 2017 | $2,279,000 | +15.7% | 12,010 | +9.1% | 0.16% | +8.4% |
| Q3 2017 | $1,970,000 | +21.5% | 11,011 | +18.1% | 0.14% | +10.9% |
| Q2 2017 | $1,622,000 | +84.5% | 9,323 | +81.7% | 0.13% | +76.7% |
| Q1 2017 | $879,000 | +67.7% | 5,131 | +62.0% | 0.07% | +58.7% |
| Q4 2016 | $524,000 | +160.7% | 3,167 | +143.8% | 0.05% | +155.6% |
| Q3 2016 | $201,000 | – | 1,299 | – | 0.02% | – |
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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% |