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 | $74,073,096 | +6.1% | 297,065 | +11.2% | 5.29% | +8.3% |
| Q2 2023 | $69,829,035 | +23.6% | 267,053 | +18.3% | 4.88% | +16.0% |
| Q1 2023 | $56,475,723 | +3745.4% | 225,758 | +3618.0% | 4.21% | +3591.2% |
| Q4 2022 | $1,468,655 | +11.7% | 6,072 | +1.3% | 0.11% | +4.6% |
| Q3 2022 | $1,315,000 | +27.3% | 5,997 | +31.3% | 0.11% | +32.9% |
| Q2 2022 | $1,033,000 | +127.0% | 4,568 | +169.5% | 0.08% | +164.5% |
| Q1 2022 | $455,000 | -1.7% | 1,695 | +3.6% | 0.03% | +3.3% |
| Q4 2021 | $463,000 | -16.7% | 1,636 | -22.5% | 0.03% | -18.9% |
| Q3 2021 | $556,000 | +40.1% | 2,112 | +43.1% | 0.04% | +27.6% |
| Q2 2021 | $397,000 | +3.4% | 1,476 | 0.0% | 0.03% | -3.3% |
| Q1 2021 | $384,000 | -13.1% | 1,476 | -23.2% | 0.03% | -16.7% |
| Q4 2020 | $442,000 | +76.8% | 1,922 | +42.5% | 0.04% | +44.0% |
| Q3 2020 | $250,000 | +5.0% | 1,349 | +0.7% | 0.02% | -3.8% |
| Q2 2020 | $238,000 | -33.1% | 1,340 | -22.5% | 0.03% | -29.7% |
| Q4 2019 | $356,000 | +21.9% | 1,728 | +14.4% | 0.04% | +12.1% |
| Q3 2019 | $292,000 | -0.3% | 1,510 | 0.0% | 0.03% | -2.9% |
| Q2 2019 | $293,000 | +2.4% | 1,510 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $286,000 | +10.4% | 1,510 | -3.3% | 0.03% | -5.6% |
| Q4 2018 | $259,000 | -17.5% | 1,562 | 0.0% | 0.04% | -7.7% |
| Q3 2018 | $314,000 | +26.6% | 1,562 | +22.8% | 0.04% | +14.7% |
| Q2 2018 | $248,000 | +13.2% | 1,272 | +8.8% | 0.03% | +17.2% |
| Q1 2018 | $219,000 | -3.1% | 1,169 | -1.7% | 0.03% | -9.4% |
| Q4 2017 | $226,000 | – | 1,189 | – | 0.03% | – |
Download | ||||||
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% |