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 | $1,588,470 | -6.6% | 6,370 | -2.0% | 2.12% | -18.9% |
| Q2 2023 | $1,700,494 | +3.9% | 6,503 | -0.6% | 2.61% | -0.3% |
| Q1 2023 | $1,636,544 | +3.9% | 6,542 | +0.4% | 2.62% | -3.0% |
| Q4 2022 | $1,575,338 | +11.6% | 6,513 | +1.2% | 2.70% | +4.9% |
| Q3 2022 | $1,411,000 | -3.2% | 6,436 | -0.1% | 2.58% | +8.2% |
| Q2 2022 | $1,458,000 | -15.9% | 6,443 | -0.3% | 2.38% | -4.0% |
| Q1 2022 | $1,734,000 | -4.8% | 6,460 | +0.4% | 2.48% | +6.6% |
| Q4 2021 | $1,821,000 | +5.9% | 6,432 | -1.5% | 2.32% | +4.5% |
| Q3 2021 | $1,719,000 | +1.7% | 6,533 | +3.8% | 2.22% | -1.9% |
| Q2 2021 | $1,691,000 | +229.0% | 6,292 | +218.7% | 2.27% | +207.6% |
| Q1 2021 | $514,000 | +26.0% | 1,974 | +11.3% | 0.74% | +21.6% |
| Q4 2020 | $408,000 | +33.8% | 1,773 | +7.9% | 0.61% | +16.1% |
| Q3 2020 | $305,000 | +14.2% | 1,643 | +9.5% | 0.52% | -7.6% |
| Q2 2020 | $267,000 | +42.0% | 1,501 | +15.0% | 0.56% | +40.5% |
| Q1 2020 | $188,000 | -48.2% | 1,305 | -26.1% | 0.40% | -46.8% |
| Q4 2019 | $363,000 | +55.8% | 1,765 | +46.5% | 0.76% | +49.8% |
| Q3 2019 | $233,000 | -6.8% | 1,205 | -6.4% | 0.50% | -22.3% |
| Q2 2019 | $250,000 | -29.4% | 1,288 | -31.0% | 0.65% | -26.2% |
| Q1 2019 | $354,000 | +9.9% | 1,867 | -3.7% | 0.88% | -14.4% |
| Q4 2018 | $322,000 | +175.2% | 1,939 | +233.7% | 1.03% | +180.6% |
| Q3 2018 | $117,000 | +3800.0% | 581 | +3773.3% | 0.37% | +3560.0% |
| Q2 2018 | $3,000 | 0.0% | 15 | 0.0% | 0.01% | -9.1% |
| Q1 2018 | $3,000 | 0.0% | 15 | 0.0% | 0.01% | -21.4% |
| Q4 2017 | $3,000 | 0.0% | 15 | 0.0% | 0.01% | -6.7% |
| Q3 2017 | $3,000 | 0.0% | 15 | 0.0% | 0.02% | -6.2% |
| Q2 2017 | $3,000 | 0.0% | 15 | 0.0% | 0.02% | -5.9% |
| Q1 2017 | $3,000 | -66.7% | 15 | -76.9% | 0.02% | +41.7% |
| Q3 2014 | $9,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $9,000 | 0.0% | 65 | 0.0% | 0.01% | -14.3% |
| Q1 2014 | $9,000 | +28.6% | 65 | +30.0% | 0.01% | +7.7% |
| Q4 2013 | $7,000 | +16.7% | 50 | 0.0% | 0.01% | +30.0% |
| Q3 2013 | $6,000 | – | 50 | – | 0.01% | – |
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% |