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 2022 | $1,061,000 | -0.7% | 4,841 | +2.5% | 0.09% | +4.8% |
| Q2 2022 | $1,068,000 | -17.1% | 4,721 | -1.7% | 0.08% | +3.7% |
| Q1 2022 | $1,289,000 | -7.8% | 4,805 | -2.7% | 0.08% | +6.6% |
| Q4 2021 | $1,398,000 | +8.3% | 4,940 | +0.6% | 0.08% | -1.3% |
| Q3 2021 | $1,291,000 | +0.5% | 4,909 | +2.6% | 0.08% | -1.3% |
| Q2 2021 | $1,285,000 | +13.7% | 4,783 | +10.1% | 0.08% | +4.0% |
| Q1 2021 | $1,130,000 | +51.1% | 4,343 | +33.5% | 0.08% | +41.5% |
| Q4 2020 | $748,000 | +12.3% | 3,253 | -9.5% | 0.05% | -3.6% |
| Q3 2020 | $666,000 | -10.4% | 3,593 | -14.0% | 0.06% | -20.3% |
| Q2 2020 | $743,000 | +47.1% | 4,179 | +19.0% | 0.07% | +15.0% |
| Q1 2020 | $505,000 | -10.3% | 3,513 | +28.5% | 0.06% | 0.0% |
| Q4 2019 | $563,000 | +8.7% | 2,733 | +1.9% | 0.06% | +1.7% |
| Q3 2019 | $518,000 | – | 2,683 | – | 0.06% | – |
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% |