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 | $1,354,220 | -3.6% | 5,431 | +1.0% | 0.25% | +0.4% |
| Q2 2023 | $1,405,386 | +10.0% | 5,375 | +5.3% | 0.25% | -3.5% |
| Q1 2023 | $1,277,067 | +4.1% | 5,105 | +0.7% | 0.26% | -2.7% |
| Q4 2022 | $1,226,525 | +9.4% | 5,072 | -0.8% | 0.26% | -1.1% |
| Q3 2022 | $1,121,000 | -1.1% | 5,112 | +2.1% | 0.27% | +4.7% |
| Q2 2022 | $1,133,000 | -11.9% | 5,006 | +4.5% | 0.26% | +6.2% |
| Q1 2022 | $1,286,000 | -3.6% | 4,792 | +1.7% | 0.24% | +0.8% |
| Q4 2021 | $1,334,000 | +10.5% | 4,713 | +2.7% | 0.24% | +3.0% |
| Q3 2021 | $1,207,000 | -0.2% | 4,588 | +2.0% | 0.23% | 0.0% |
| Q2 2021 | $1,209,000 | -9.4% | 4,500 | -12.3% | 0.23% | -20.3% |
| Q1 2021 | $1,335,000 | +8.6% | 5,131 | -4.0% | 0.29% | +6.2% |
| Q4 2020 | $1,229,000 | +20.7% | 5,347 | -2.7% | 0.27% | +5.0% |
| Q3 2020 | $1,018,000 | +1.2% | 5,493 | -3.0% | 0.26% | -11.0% |
| Q2 2020 | $1,006,000 | -28.9% | 5,660 | -42.4% | 0.29% | -43.6% |
| Q1 2020 | $1,415,000 | -21.0% | 9,834 | +13.0% | 0.52% | +1.6% |
| Q4 2019 | $1,792,000 | +8.1% | 8,706 | +1.5% | 0.51% | +0.6% |
| Q3 2019 | $1,657,000 | +1.7% | 8,575 | +2.3% | 0.51% | +0.8% |
| Q2 2019 | $1,629,000 | +3.7% | 8,385 | +1.1% | 0.50% | -1.6% |
| Q1 2019 | $1,571,000 | -25.3% | 8,294 | -34.5% | 0.51% | -37.8% |
| Q4 2018 | $2,102,000 | +44.6% | 12,656 | +75.2% | 0.82% | +76.9% |
| Q3 2018 | $1,454,000 | +10.7% | 7,224 | +7.2% | 0.46% | +0.4% |
| Q2 2018 | $1,313,000 | +94.8% | 6,741 | +87.5% | 0.46% | +88.6% |
| Q1 2018 | $674,000 | +37.0% | 3,595 | +38.7% | 0.24% | +33.9% |
| Q4 2017 | $492,000 | +96.0% | 2,592 | +84.9% | 0.18% | +83.0% |
| Q3 2017 | $251,000 | – | 1,402 | – | 0.10% | – |
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% |