ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,167,824 | +118.0% | 11,430 | +96.1% | 1.42% | +79.6% |
| Q3 2023 | $1,453,212 | +3.9% | 5,828 | +8.9% | 0.79% | +22.7% |
| Q2 2023 | $1,399,179 | -91.6% | 5,351 | -92.0% | 0.64% | -93.2% |
| Q1 2023 | $16,667,660 | +125164.2% | 66,628 | +21.1% | 9.52% | +10.5% |
| Q4 2022 | $13,306 | -79.2% | 55,008 | +18738.4% | 8.62% | +18632.6% |
| Q3 2022 | $64,000 | -36.0% | 292 | -21.3% | 0.05% | -8.0% |
| Q1 2022 | $100,000 | -98.2% | 371 | -98.1% | 0.05% | -97.9% |
| Q4 2021 | $5,580,000 | -63.5% | 19,713 | -65.4% | 2.42% | -63.5% |
| Q2 2021 | $15,300,000 | -31.1% | 56,935 | -33.3% | 6.62% | -40.1% |
| Q1 2021 | $22,208,000 | +140.1% | 85,324 | +112.0% | 11.06% | +136.2% |
| Q4 2020 | $9,249,000 | +44.3% | 40,243 | +16.4% | 4.68% | -17.7% |
| Q3 2020 | $6,408,000 | -12.8% | 34,578 | -16.4% | 5.69% | -3.0% |
| Q2 2020 | $7,352,000 | +122433.3% | 41,347 | +125193.9% | 5.86% | +45000.0% |
| Q4 2018 | $6,000 | -33.3% | 33 | -25.0% | 0.01% | +116.7% |
| Q3 2018 | $9,000 | -97.6% | 44 | -97.7% | 0.01% | -98.1% |
| Q2 2018 | $377,000 | -74.6% | 1,933 | -75.3% | 0.31% | -75.2% |
| Q4 2017 | $1,485,000 | -20.3% | 7,827 | -24.9% | 1.26% | -14.3% |
| Q3 2017 | $1,864,000 | +545.0% | 10,417 | +526.4% | 1.46% | +584.6% |
| Q2 2017 | $289,000 | -98.1% | 1,663 | -98.2% | 0.21% | -98.9% |
| Q1 2017 | $15,518,000 | -45.9% | 90,633 | -47.7% | 19.58% | -49.6% |
| Q4 2016 | $28,678,000 | +6272.9% | 173,452 | +5666.4% | 38.84% | +8094.7% |
| Q2 2015 | $450,000 | – | 3,008 | – | 0.47% | – |
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% |