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 | $2,001 | -8.5% | 8,027 | -4.0% | 0.31% | -6.1% |
| Q2 2023 | $2,186 | +8.3% | 8,362 | +3.6% | 0.33% | -1.5% |
| Q1 2023 | $2,019 | +2.4% | 8,069 | -1.0% | 0.33% | -3.2% |
| Q4 2022 | $1,972 | -99.9% | 8,152 | +11.2% | 0.34% | +9.6% |
| Q3 2022 | $1,608,000 | +5.2% | 7,332 | +8.6% | 0.31% | +9.4% |
| Q2 2022 | $1,528,000 | -14.7% | 6,752 | +1.2% | 0.29% | -4.0% |
| Q1 2022 | $1,791,000 | -2.3% | 6,675 | +3.1% | 0.30% | +0.7% |
| Q4 2021 | $1,834,000 | +12.7% | 6,477 | +4.7% | 0.30% | +2.1% |
| Q3 2021 | $1,627,000 | +0.5% | 6,185 | +2.6% | 0.29% | -0.3% |
| Q2 2021 | $1,619,000 | +10.2% | 6,026 | +6.8% | 0.29% | +7.8% |
| Q1 2021 | $1,469,000 | +13.3% | 5,644 | 0.0% | 0.27% | -5.6% |
| Q4 2020 | $1,297,000 | +22.9% | 5,644 | -0.8% | 0.29% | +8.7% |
| Q3 2020 | $1,055,000 | +3.0% | 5,692 | -1.2% | 0.26% | -2.6% |
| Q2 2020 | $1,024,000 | +23.4% | 5,759 | -0.2% | 0.27% | +3.8% |
| Q1 2020 | $830,000 | -16.9% | 5,771 | +18.9% | 0.26% | +2.0% |
| Q4 2019 | $999,000 | +9.9% | 4,855 | +1.2% | 0.26% | +1.2% |
| Q3 2019 | $909,000 | +3.4% | 4,797 | +6.0% | 0.25% | +1.6% |
| Q2 2019 | $879,000 | +2.9% | 4,524 | +0.3% | 0.25% | +7.4% |
| Q1 2019 | $854,000 | +12.8% | 4,510 | -1.0% | 0.23% | +3.6% |
| Q4 2018 | $757,000 | -21.6% | 4,557 | -4.9% | 0.22% | -18.0% |
| Q3 2018 | $965,000 | +9.2% | 4,792 | +5.6% | 0.27% | -1.4% |
| Q2 2018 | $884,000 | +25.7% | 4,536 | +21.0% | 0.28% | +21.1% |
| Q1 2018 | $703,000 | +3.1% | 3,750 | +4.3% | 0.23% | +1.3% |
| Q4 2017 | $682,000 | +11.1% | 3,595 | +4.8% | 0.22% | +4.7% |
| Q3 2017 | $614,000 | +4.6% | 3,430 | +1.7% | 0.22% | -0.5% |
| Q2 2017 | $587,000 | +2.8% | 3,373 | +1.1% | 0.22% | -1.8% |
| Q1 2017 | $571,000 | +9.0% | 3,336 | +5.3% | 0.22% | +1.9% |
| Q4 2016 | $524,000 | +6.3% | 3,169 | -0.5% | 0.22% | -0.5% |
| Q3 2016 | $493,000 | -9.2% | 3,184 | -12.4% | 0.22% | -14.9% |
| Q2 2016 | $543,000 | +3.6% | 3,634 | +0.0% | 0.26% | -2.3% |
| Q1 2016 | $524,000 | -14.5% | 3,633 | -17.4% | 0.26% | -18.2% |
| Q4 2015 | $613,000 | +24.3% | 4,397 | +21.9% | 0.32% | +17.3% |
| Q3 2015 | $493,000 | +5.8% | 3,606 | +16.1% | 0.27% | +12.9% |
| Q2 2015 | $466,000 | +2.9% | 3,106 | +4.3% | 0.24% | +2.6% |
| Q1 2015 | $453,000 | +17.1% | 2,978 | +11.5% | 0.24% | +11.4% |
| Q4 2014 | $387,000 | +51.8% | 2,671 | +42.8% | 0.21% | +45.5% |
| Q3 2014 | $255,000 | +41.7% | 1,870 | +48.5% | 0.14% | +43.6% |
| Q2 2014 | $180,000 | -2.7% | 1,259 | -6.6% | 0.10% | -7.3% |
| Q1 2014 | $185,000 | +8.2% | 1,348 | +5.5% | 0.11% | -4.4% |
| Q4 2013 | $171,000 | – | 1,278 | – | 0.11% | – |
Download | ||||||
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% |