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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9 | +12.5% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8 | -100.0% | 35 | -79.2% | 0.00% | -66.7% |
| Q3 2022 | $37,000 | +1133.3% | 168 | +1100.0% | 0.00% | – |
| Q2 2022 | $3,000 | -97.1% | 14 | -96.3% | 0.00% | -100.0% |
| Q1 2022 | $102,000 | -51.9% | 379 | -49.4% | 0.01% | -46.7% |
| Q4 2021 | $212,000 | +7.6% | 749 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $197,000 | -6.2% | 749 | -4.3% | 0.02% | -5.9% |
| Q2 2021 | $210,000 | +7.7% | 783 | +4.5% | 0.02% | 0.0% |
| Q1 2021 | $195,000 | +13.4% | 749 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $172,000 | +109.8% | 749 | +87.2% | 0.02% | +77.8% |
| Q4 2019 | $82,000 | -57.1% | 400 | -59.6% | 0.01% | -64.0% |
| Q3 2019 | $191,000 | +144.9% | 989 | +147.2% | 0.02% | +150.0% |
| Q2 2019 | $78,000 | +2.6% | 400 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $76,000 | -42.9% | 400 | -50.0% | 0.01% | -47.6% |
| Q4 2018 | $133,000 | -17.4% | 800 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $161,000 | +3.2% | 800 | 0.0% | 0.02% | -8.7% |
| Q2 2018 | $156,000 | +4.0% | 800 | 0.0% | 0.02% | +9.5% |
| Q1 2018 | $150,000 | -1.3% | 800 | 0.0% | 0.02% | +5.0% |
| Q4 2017 | $152,000 | +6.3% | 800 | 0.0% | 0.02% | -4.8% |
| Q3 2017 | $143,000 | +2.9% | 800 | 0.0% | 0.02% | -8.7% |
| Q2 2017 | $139,000 | +1.5% | 800 | 0.0% | 0.02% | -4.2% |
| Q1 2017 | $137,000 | +3.8% | 800 | 0.0% | 0.02% | +4.3% |
| Q4 2016 | $132,000 | +6.5% | 800 | 0.0% | 0.02% | +4.5% |
| Q3 2016 | $124,000 | +675.0% | 800 | +627.3% | 0.02% | +633.3% |
| Q2 2016 | $16,000 | -76.8% | 110 | -78.0% | 0.00% | -81.2% |
| Q1 2014 | $69,000 | -28.9% | 500 | -30.7% | 0.02% | -33.3% |
| Q4 2013 | $97,000 | – | 722 | – | 0.02% | – |
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% |