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 | $2,579,048 | -9.7% | 10,343 | -5.3% | 0.11% | -5.8% |
| Q2 2023 | $2,856,953 | -3.7% | 10,926 | -7.8% | 0.12% | -10.4% |
| Q1 2023 | $2,965,954 | +53875.5% | 11,856 | -47.8% | 0.14% | -8.8% |
| Q4 2022 | $5,495 | -99.7% | 22,720 | +138.5% | 0.15% | +5.7% |
| Q3 2022 | $2,089,000 | -0.6% | 9,528 | +2.5% | 0.14% | -9.7% |
| Q2 2022 | $2,102,000 | -31.2% | 9,293 | -18.4% | 0.16% | -7.2% |
| Q1 2022 | $3,057,000 | -29.8% | 11,390 | -25.9% | 0.17% | -24.1% |
| Q4 2021 | $4,353,000 | +8.3% | 15,378 | +0.6% | 0.22% | -0.9% |
| Q3 2021 | $4,021,000 | -2.5% | 15,286 | -0.4% | 0.22% | -2.6% |
| Q2 2021 | $4,123,000 | -1.0% | 15,344 | -4.1% | 0.23% | -8.1% |
| Q1 2021 | $4,165,000 | +12.2% | 16,003 | -0.9% | 0.25% | +8.3% |
| Q4 2020 | $3,712,000 | +18.0% | 16,151 | -4.9% | 0.23% | +2.2% |
| Q3 2020 | $3,147,000 | -44.8% | 16,983 | -47.0% | 0.22% | -46.9% |
| Q2 2020 | $5,702,000 | -21.7% | 32,063 | -36.6% | 0.42% | -40.4% |
| Q1 2020 | $7,280,000 | -39.9% | 50,608 | -14.0% | 0.71% | -33.0% |
| Q4 2019 | $12,115,000 | +8.8% | 58,861 | +2.2% | 1.06% | -0.7% |
| Q3 2019 | $11,132,000 | -10.8% | 57,607 | -10.3% | 1.06% | -11.6% |
| Q2 2019 | $12,476,000 | -5.2% | 64,217 | -7.5% | 1.20% | -8.4% |
| Q1 2019 | $13,154,000 | +14.9% | 69,442 | +0.7% | 1.31% | +0.5% |
| Q4 2018 | $11,448,000 | +3.7% | 68,935 | +25.7% | 1.31% | +5.1% |
| Q3 2018 | $11,043,000 | +6.0% | 54,858 | +2.6% | 1.24% | +3.8% |
| Q2 2018 | $10,419,000 | +10.9% | 53,482 | +6.9% | 1.20% | +1.8% |
| Q1 2018 | $9,397,000 | +20.1% | 50,051 | +21.4% | 1.18% | +27.7% |
| Q4 2017 | $7,827,000 | +12.0% | 41,237 | +5.5% | 0.92% | -12.5% |
| Q3 2017 | $6,990,000 | +5.1% | 39,072 | +2.2% | 1.06% | -1.0% |
| Q2 2017 | $6,651,000 | +6.8% | 38,230 | +5.1% | 1.07% | +0.9% |
| Q1 2017 | $6,227,000 | +36.6% | 36,364 | +32.0% | 1.06% | +28.2% |
| Q4 2016 | $4,557,000 | +95.9% | 27,556 | +83.3% | 0.82% | +78.4% |
| Q3 2016 | $2,326,000 | +24.3% | 15,035 | +20.0% | 0.46% | +15.2% |
| Q2 2016 | $1,872,000 | +2.5% | 12,529 | -4.8% | 0.40% | -6.7% |
| Q1 2016 | $1,826,000 | +481.5% | 13,157 | +484.0% | 0.43% | +424.4% |
| Q4 2015 | $314,000 | +4.3% | 2,253 | +2.2% | 0.08% | -16.3% |
| Q3 2015 | $301,000 | +0.3% | 2,204 | +10.0% | 0.10% | -3.9% |
| Q2 2015 | $300,000 | +19.5% | 2,003 | +21.5% | 0.10% | +18.6% |
| Q1 2015 | $251,000 | – | 1,649 | – | 0.09% | – |
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% |