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 | $102,287 | -4.6% | 410 | 0.0% | 0.03% | -3.3% |
| Q2 2023 | $107,261 | +4.5% | 410 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $102,609 | +89125.2% | 410 | -13.7% | 0.03% | – |
| Q4 2022 | $115 | -99.9% | 475 | 0.0% | 0.00% | – |
| Q3 2022 | $104,000 | +15.6% | 475 | +19.0% | 0.00% | – |
| Q2 2022 | $90,000 | +55.2% | 399 | +82.2% | 0.00% | – |
| Q1 2022 | $58,000 | -6.5% | 219 | 0.0% | 0.00% | – |
| Q4 2021 | $62,000 | +72.2% | 219 | +57.6% | 0.00% | – |
| Q3 2021 | $36,000 | +16.1% | 139 | +17.8% | 0.00% | – |
| Q2 2021 | $31,000 | +3.3% | 118 | 0.0% | 0.00% | – |
| Q1 2021 | $30,000 | +11.1% | 118 | 0.0% | 0.00% | – |
| Q4 2020 | $27,000 | +28.6% | 118 | 0.0% | 0.00% | – |
| Q3 2020 | $21,000 | 0.0% | 118 | 0.0% | 0.00% | – |
| Q2 2020 | $21,000 | -12.5% | 118 | -31.4% | 0.00% | – |
| Q1 2020 | $24,000 | -38.5% | 172 | -15.3% | 0.00% | – |
| Q2 2019 | $39,000 | -99.9% | 203 | +0.5% | 0.00% | -100.0% |
| Q4 2018 | $33,653,000 | -31.5% | 202 | -19.8% | 0.01% | -29.4% |
| Q2 2018 | $49,113,000 | +6.5% | 252 | +0.8% | 0.02% | -32.0% |
| Q1 2018 | $46,095,000 | -5.5% | 250 | 0.0% | 0.02% | -3.8% |
| Q4 2017 | $48,803,000 | +7.5% | 250 | 0.0% | 0.03% | -3.7% |
| Q3 2017 | $45,381,000 | +4.1% | 250 | 0.0% | 0.03% | -3.6% |
| Q2 2017 | $43,578,000 | +3.1% | 250 | -0.4% | 0.03% | +40.0% |
| Q1 2017 | $42,280,000 | – | 251 | – | 0.02% | – |
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% |