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 | $756,665 | +265.5% | 3,035 | +286.1% | 0.28% | +291.7% |
| Q3 2021 | $207,000 | -1.9% | 786 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $211,000 | -2.8% | 786 | -5.8% | 0.07% | -11.0% |
| Q1 2021 | $217,000 | +5.3% | 834 | -6.9% | 0.08% | 0.0% |
| Q4 2020 | $206,000 | -45.8% | 896 | -56.3% | 0.08% | -50.3% |
| Q3 2020 | $380,000 | +6.1% | 2,052 | +1.9% | 0.16% | -6.8% |
| Q2 2020 | $358,000 | +79.0% | 2,014 | +45.1% | 0.18% | +55.3% |
| Q1 2020 | $200,000 | -77.7% | 1,388 | -68.2% | 0.11% | -74.0% |
| Q4 2019 | $897,000 | -2.9% | 4,358 | -8.8% | 0.44% | -8.0% |
| Q3 2019 | $924,000 | -25.7% | 4,780 | -25.4% | 0.48% | -27.2% |
| Q2 2019 | $1,244,000 | -1.7% | 6,404 | -4.1% | 0.66% | -7.7% |
| Q1 2019 | $1,265,000 | -22.4% | 6,678 | -32.0% | 0.71% | -33.7% |
| Q4 2018 | $1,631,000 | -34.4% | 9,820 | -20.5% | 1.07% | -36.1% |
| Q3 2018 | $2,486,000 | +43.5% | 12,350 | +38.9% | 1.68% | +30.5% |
| Q2 2018 | $1,732,000 | +1.8% | 8,894 | -2.0% | 1.28% | -7.9% |
| Q1 2018 | $1,702,000 | -3.5% | 9,076 | -2.3% | 1.39% | -3.3% |
| Q4 2017 | $1,764,000 | +10.2% | 9,294 | +3.9% | 1.44% | +2.1% |
| Q3 2017 | $1,601,000 | +20.6% | 8,947 | +17.2% | 1.41% | +23.3% |
| Q2 2017 | $1,328,000 | +36.3% | 7,636 | +34.2% | 1.14% | +24.1% |
| Q1 2017 | $974,000 | +182.3% | 5,691 | +173.1% | 0.92% | +161.5% |
| Q4 2016 | $345,000 | +24.5% | 2,084 | +16.3% | 0.35% | +20.9% |
| Q3 2016 | $277,000 | +25.9% | 1,792 | +21.9% | 0.29% | +22.2% |
| Q2 2016 | $220,000 | +3.8% | 1,470 | 0.0% | 0.24% | +1.7% |
| Q1 2016 | $212,000 | -11.7% | 1,470 | -14.6% | 0.24% | -12.6% |
| Q4 2015 | $240,000 | – | 1,721 | – | 0.27% | – |
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% |