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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,636,774 | +9.3% | 20,338 | -1.6% | 0.19% | -8.1% |
| Q3 2023 | $5,155,471 | -10.4% | 20,676 | -6.1% | 0.21% | -13.5% |
| Q2 2023 | $5,756,670 | +8.3% | 22,016 | +3.6% | 0.24% | -0.8% |
| Q1 2023 | $5,313,876 | +5.0% | 21,242 | +1.5% | 0.25% | -5.7% |
| Q4 2022 | $5,061,201 | +10.9% | 20,924 | +0.6% | 0.26% | -1.5% |
| Q3 2022 | $4,562,000 | -1.8% | 20,804 | +1.3% | 0.26% | -8.0% |
| Q2 2022 | $4,644,000 | -11.7% | 20,527 | +4.7% | 0.29% | +19.5% |
| Q1 2022 | $5,259,000 | -5.1% | 19,597 | +0.1% | 0.24% | -12.4% |
| Q4 2021 | $5,541,000 | +4.9% | 19,573 | -2.5% | 0.28% | -32.4% |
| Q3 2021 | $5,282,000 | -2.2% | 20,079 | -0.1% | 0.41% | -7.3% |
| Q2 2021 | $5,403,000 | -1.0% | 20,107 | -4.2% | 0.44% | -19.0% |
| Q1 2021 | $5,460,000 | -2.5% | 20,978 | -13.9% | 0.54% | -19.1% |
| Q4 2020 | $5,599,000 | +3.1% | 24,363 | -16.8% | 0.67% | -15.5% |
| Q3 2020 | $5,430,000 | +0.1% | 29,300 | -4.0% | 0.79% | -6.5% |
| Q2 2020 | $5,427,000 | -4.3% | 30,517 | -22.6% | 0.85% | -11.0% |
| Q1 2020 | $5,668,000 | +92.7% | 39,403 | +175.8% | 0.95% | +89.8% |
| Q4 2019 | $2,941,000 | +10.6% | 14,288 | +3.9% | 0.50% | +4.6% |
| Q3 2019 | $2,658,000 | -2.6% | 13,755 | -2.1% | 0.48% | -1.8% |
| Q2 2019 | $2,729,000 | +7.6% | 14,047 | +4.9% | 0.49% | +2.3% |
| Q1 2019 | $2,537,000 | +10.7% | 13,394 | -2.9% | 0.48% | +2.8% |
| Q4 2018 | $2,291,000 | +286.3% | 13,799 | +368.6% | 0.46% | +257.7% |
| Q3 2018 | $593,000 | +19.6% | 2,945 | +6.2% | 0.13% | +1.6% |
| Q3 2017 | $496,000 | -18.8% | 2,773 | -21.0% | 0.13% | -22.4% |
| Q2 2017 | $611,000 | -6.6% | 3,511 | -8.0% | 0.16% | -12.7% |
| Q1 2017 | $654,000 | +10.8% | 3,817 | +6.9% | 0.19% | +6.8% |
| Q4 2016 | $590,000 | +5.7% | 3,570 | -1.1% | 0.18% | -1.1% |
| Q3 2016 | $558,000 | +6.9% | 3,609 | +3.3% | 0.18% | 0.0% |
| Q2 2016 | $522,000 | +2.8% | 3,495 | -0.4% | 0.18% | -1.6% |
| Q1 2016 | $508,000 | +145.4% | 3,509 | +136.0% | 0.18% | +102.2% |
| Q4 2015 | $207,000 | – | 1,487 | – | 0.09% | – |
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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% |