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 | $549,392 | -6.2% | 2,194 | -2.1% | 0.03% | -3.4% |
| Q2 2023 | $585,977 | +8.6% | 2,241 | +3.9% | 0.03% | +3.6% |
| Q1 2023 | $539,596 | +3.4% | 2,157 | 0.0% | 0.03% | +3.7% |
| Q4 2022 | $521,757 | +5.0% | 2,157 | -4.9% | 0.03% | -18.2% |
| Q3 2022 | $497,000 | -3.9% | 2,267 | -0.8% | 0.03% | -8.3% |
| Q2 2022 | $517,000 | -92.7% | 2,285 | -91.3% | 0.04% | -93.8% |
| Q1 2022 | $7,077,000 | +467.1% | 26,374 | +483.4% | 0.58% | +1085.7% |
| Q4 2021 | $1,248,000 | +102.6% | 4,521 | +93.2% | 0.05% | -3.9% |
| Q3 2021 | $616,000 | +4.4% | 2,340 | +6.5% | 0.05% | 0.0% |
| Q2 2021 | $590,000 | +3.1% | 2,197 | 0.0% | 0.05% | -21.5% |
| Q1 2021 | $572,000 | +55.9% | 2,197 | +37.9% | 0.06% | +66.7% |
| Q4 2020 | $367,000 | -10.3% | 1,593 | -27.8% | 0.04% | -36.1% |
| Q3 2020 | $409,000 | -6.2% | 2,207 | -10.0% | 0.06% | -11.6% |
| Q2 2020 | $436,000 | -14.5% | 2,451 | -30.8% | 0.07% | -37.8% |
| Q1 2020 | $510,000 | -91.3% | 3,542 | -87.5% | 0.11% | -90.1% |
| Q4 2019 | $5,843,000 | +5.8% | 28,387 | -0.7% | 1.13% | +0.8% |
| Q3 2019 | $5,522,000 | -16.7% | 28,580 | +739.4% | 1.12% | +772.7% |
| Q2 2019 | $6,632,000 | +832.8% | 3,405 | -9.3% | 0.13% | -5.2% |
| Q1 2019 | $711,000 | +2.7% | 3,754 | -8.7% | 0.14% | -9.4% |
| Q4 2018 | $692,000 | -30.9% | 4,112 | -17.3% | 0.15% | -30.0% |
| Q3 2018 | $1,001,000 | -26.6% | 4,974 | -28.9% | 0.21% | -31.5% |
| Q2 2018 | $1,363,000 | -23.0% | 7,000 | -25.8% | 0.31% | -33.4% |
| Q1 2018 | $1,771,000 | -44.3% | 9,440 | -46.9% | 0.47% | -38.1% |
| Q3 2017 | $3,178,000 | – | 17,765 | – | 0.76% | – |
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% |