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 | $1,168,953 | +50.2% | 4,688 | +57.5% | 0.27% | +46.5% |
| Q2 2023 | $778,165 | +4.5% | 2,976 | 0.0% | 0.18% | -7.5% |
| Q1 2023 | $744,477 | +147.2% | 2,976 | +139.0% | 0.20% | +129.9% |
| Q4 2022 | $301,153 | +9.5% | 1,245 | -0.8% | 0.09% | -1.1% |
| Q3 2022 | $275,000 | -3.2% | 1,255 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $284,000 | -15.7% | 1,255 | 0.0% | 0.09% | -3.3% |
| Q1 2022 | $337,000 | -17.6% | 1,255 | -13.1% | 0.09% | -10.9% |
| Q4 2021 | $409,000 | +2.0% | 1,445 | -5.1% | 0.10% | -14.4% |
| Q3 2021 | $401,000 | -2.0% | 1,523 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $409,000 | -15.7% | 1,523 | -18.3% | 0.12% | -19.2% |
| Q1 2021 | $485,000 | -3.0% | 1,864 | -14.3% | 0.15% | -7.0% |
| Q4 2020 | $500,000 | +7.8% | 2,174 | -13.2% | 0.16% | -3.1% |
| Q3 2020 | $464,000 | +7.7% | 2,504 | +3.4% | 0.16% | +14.9% |
| Q2 2020 | $431,000 | +14.6% | 2,421 | -7.3% | 0.14% | -1.4% |
| Q1 2020 | $376,000 | -22.0% | 2,611 | +11.5% | 0.14% | +1.4% |
| Q4 2019 | $482,000 | +12.6% | 2,342 | +5.8% | 0.14% | +2.2% |
| Q3 2019 | $428,000 | -1.2% | 2,213 | -0.7% | 0.14% | -1.4% |
| Q2 2019 | $433,000 | -5.5% | 2,228 | -7.8% | 0.14% | -9.1% |
| Q1 2019 | $458,000 | +15.1% | 2,417 | +0.8% | 0.15% | +8.5% |
| Q4 2018 | $398,000 | -18.8% | 2,397 | -1.4% | 0.14% | -16.5% |
| Q3 2018 | $490,000 | +10.1% | 2,432 | +6.4% | 0.17% | +3.0% |
| Q2 2018 | $445,000 | +34.8% | 2,285 | +29.7% | 0.16% | +32.0% |
| Q1 2018 | $330,000 | +14.2% | 1,762 | +15.8% | 0.12% | +17.9% |
| Q4 2017 | $289,000 | +102.1% | 1,522 | +89.8% | 0.11% | +89.3% |
| Q3 2017 | $143,000 | -1.4% | 802 | -3.7% | 0.06% | -6.7% |
| Q2 2017 | $145,000 | +5.8% | 833 | +3.9% | 0.06% | +1.7% |
| Q1 2017 | $137,000 | +3.0% | 802 | 0.0% | 0.06% | +1.7% |
| Q4 2016 | $133,000 | -11.3% | 802 | -17.5% | 0.06% | -15.9% |
| Q3 2016 | $150,000 | +3.4% | 972 | 0.0% | 0.07% | -2.8% |
| Q2 2016 | $145,000 | +21.8% | 972 | +18.2% | 0.07% | +18.3% |
| Q1 2016 | $119,000 | -65.3% | 822 | -66.7% | 0.06% | -64.9% |
| Q4 2015 | $343,000 | +1.8% | 2,465 | 0.0% | 0.17% | -10.9% |
| Q3 2015 | $337,000 | -37.4% | 2,465 | -31.2% | 0.19% | -32.9% |
| Q2 2015 | $538,000 | -46.7% | 3,585 | -46.0% | 0.29% | -47.1% |
| Q1 2015 | $1,010,000 | +5.1% | 6,640 | 0.0% | 0.54% | +0.2% |
| Q4 2014 | $961,000 | +4.2% | 6,640 | -1.5% | 0.54% | -3.4% |
| Q3 2014 | $922,000 | -14.2% | 6,740 | -10.3% | 0.56% | -12.5% |
| Q2 2014 | $1,075,000 | +4.1% | 7,511 | 0.0% | 0.64% | -1.2% |
| Q1 2014 | $1,033,000 | -25.5% | 7,511 | -27.5% | 0.65% | -31.2% |
| Q4 2013 | $1,387,000 | +48.2% | 10,365 | +37.4% | 0.94% | +28.6% |
| Q3 2013 | $936,000 | +15.4% | 7,541 | +7.4% | 0.73% | +14.2% |
| Q2 2013 | $811,000 | – | 7,020 | – | 0.64% | – |
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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% |