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 | $14,894,625 | -13.0% | 59,733 | -8.8% | 0.77% | -12.7% |
| Q2 2023 | $17,125,439 | +193.5% | 65,494 | +180.8% | 0.88% | +136.9% |
| Q1 2023 | $5,835,001 | +222.1% | 23,325 | +211.5% | 0.37% | +189.8% |
| Q4 2022 | $1,811,306 | +11.5% | 7,488 | +1.1% | 0.13% | +3.2% |
| Q3 2022 | $1,624,000 | -1.3% | 7,407 | +1.8% | 0.12% | 0.0% |
| Q2 2022 | $1,646,000 | -20.4% | 7,276 | -5.6% | 0.12% | -7.5% |
| Q1 2022 | $2,069,000 | -5.2% | 7,711 | +0.0% | 0.13% | +5.5% |
| Q4 2021 | $2,183,000 | +7.6% | 7,710 | +0.0% | 0.13% | -9.3% |
| Q3 2021 | $2,028,000 | -24.4% | 7,708 | -22.8% | 0.14% | -36.4% |
| Q2 2021 | $2,682,000 | -5.0% | 9,978 | -8.0% | 0.22% | -22.8% |
| Q1 2021 | $2,824,000 | +10.9% | 10,847 | -2.1% | 0.28% | -45.2% |
| Q4 2020 | $2,547,000 | -0.0% | 11,083 | -14.6% | 0.52% | -4.9% |
| Q3 2020 | $2,548,000 | -18.4% | 12,978 | -18.7% | 0.55% | -20.8% |
| Q2 2020 | $3,121,000 | -99.9% | 15,971 | -20.6% | 0.69% | -19.6% |
| Q1 2020 | $3,064,181,000 | -59.4% | 20,106 | -45.0% | 0.86% | -53.2% |
| Q4 2019 | $7,552,027,000 | +7.7% | 36,589 | -2.4% | 1.84% | -11.5% |
| Q3 2019 | $7,012,290,000 | +96024.6% | 37,501 | -0.6% | 2.08% | -14.8% |
| Q2 2019 | $7,295,000 | -99.9% | 37,722 | +25.3% | 2.44% | +16.0% |
| Q1 2019 | $5,801,118,000 | +105049.9% | 30,114 | +1.7% | 2.10% | -19.3% |
| Q4 2018 | $5,517,000 | +7562.5% | 29,600 | +7244.9% | 2.60% | +14361.1% |
| Q3 2018 | $72,000 | +71.4% | 403 | +90.1% | 0.02% | +63.6% |
| Q2 2018 | $42,000 | +10.5% | 212 | +8.7% | 0.01% | -15.4% |
| Q1 2018 | $38,000 | -94.1% | 195 | -94.1% | 0.01% | -93.8% |
| Q4 2017 | $648,000 | -93.0% | 3,315 | -93.5% | 0.21% | -91.9% |
| Q3 2017 | $9,283,000 | +115.4% | 50,820 | +106.0% | 2.59% | +107.9% |
| Q2 2017 | $4,309,000 | -4.2% | 24,672 | -6.1% | 1.25% | -19.8% |
| Q1 2017 | $4,499,000 | +12.3% | 26,279 | +12.8% | 1.56% | -3.8% |
| Q4 2016 | $4,008,000 | – | 23,301 | – | 1.62% | – |
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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% |