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 | $1,257 | -32.5% | 5,043 | -29.2% | 0.75% | +1.6% |
| Q2 2023 | $1,861 | +4.5% | 7,118 | 0.0% | 0.74% | +3.6% |
| Q1 2023 | $1,781 | +2.8% | 7,118 | -0.6% | 0.71% | +6.6% |
| Q4 2022 | $1,733 | -99.9% | 7,164 | 0.0% | 0.67% | +4.0% |
| Q3 2022 | $1,571,000 | -3.1% | 7,164 | 0.0% | 0.64% | -4.7% |
| Q2 2022 | $1,621,000 | -15.7% | 7,164 | 0.0% | 0.68% | -1.9% |
| Q1 2022 | $1,922,000 | +2.1% | 7,164 | +7.7% | 0.69% | +8.2% |
| Q4 2021 | $1,882,000 | +73.0% | 6,649 | +60.8% | 0.64% | +8.1% |
| Q3 2021 | $1,088,000 | -2.1% | 4,134 | 0.0% | 0.59% | +14.8% |
| Q2 2021 | $1,111,000 | +3.3% | 4,134 | 0.0% | 0.51% | -3.4% |
| Q1 2021 | $1,076,000 | +13.3% | 4,134 | 0.0% | 0.53% | -13.2% |
| Q4 2020 | $950,000 | -62.5% | 4,134 | -69.7% | 0.61% | -47.6% |
| Q3 2020 | $2,530,000 | +4.2% | 13,652 | 0.0% | 1.17% | -1.2% |
| Q2 2020 | $2,428,000 | +23.6% | 13,652 | 0.0% | 1.18% | +21.5% |
| Q1 2020 | $1,964,000 | -28.1% | 13,652 | +2.8% | 0.97% | -4.8% |
| Q4 2019 | $2,733,000 | – | 13,277 | – | 1.02% | – |
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% |