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 | $941,579 | -9.5% | 3,826 | -3.8% | 0.17% | -6.2% |
| Q2 2023 | $1,040,167 | +2.7% | 3,978 | -1.7% | 0.18% | -3.3% |
| Q1 2023 | $1,012,398 | -9.3% | 4,047 | -12.3% | 0.18% | -83.3% |
| Q4 2022 | $1,115,677 | +15.7% | 4,612 | +4.9% | 1.10% | +399.1% |
| Q3 2022 | $964,000 | -5.6% | 4,397 | -2.6% | 0.22% | +6.8% |
| Q2 2022 | $1,021,000 | -18.8% | 4,514 | -3.7% | 0.21% | -12.7% |
| Q1 2022 | $1,257,000 | +9.0% | 4,686 | +15.1% | 0.24% | +65.7% |
| Q4 2021 | $1,153,000 | +7.4% | 4,072 | -0.2% | 0.14% | -33.8% |
| Q3 2021 | $1,074,000 | -0.9% | 4,082 | +1.2% | 0.22% | -0.5% |
| Q2 2021 | $1,084,000 | +2.9% | 4,035 | -0.2% | 0.22% | -6.1% |
| Q1 2021 | $1,053,000 | +13.3% | 4,044 | 0.0% | 0.23% | +3.1% |
| Q4 2020 | $929,000 | +4.0% | 4,044 | -10.0% | 0.22% | 0.0% |
| Q3 2020 | $893,000 | +11.1% | 4,495 | -0.6% | 0.22% | +5.2% |
| Q2 2020 | $804,000 | +17.0% | 4,520 | -5.4% | 0.21% | +0.5% |
| Q1 2020 | $687,000 | -31.8% | 4,778 | -2.4% | 0.21% | -20.3% |
| Q4 2019 | $1,007,000 | -0.7% | 4,895 | -9.8% | 0.27% | -15.3% |
| Q3 2019 | $1,014,000 | -11.5% | 5,425 | -8.0% | 0.31% | -15.1% |
| Q2 2019 | $1,146,000 | +7.0% | 5,899 | +4.4% | 0.37% | +4.5% |
| Q1 2019 | $1,071,000 | +9.1% | 5,653 | +4.4% | 0.35% | +2.0% |
| Q4 2018 | $982,000 | +210.8% | 5,414 | +245.1% | 0.35% | +230.5% |
| Q3 2018 | $316,000 | +3.3% | 1,569 | 0.0% | 0.10% | -7.1% |
| Q2 2018 | $306,000 | +0.3% | 1,569 | -3.6% | 0.11% | -4.2% |
| Q1 2018 | $305,000 | -20.6% | 1,628 | -19.5% | 0.12% | -28.9% |
| Q4 2017 | $384,000 | – | 2,023 | – | 0.17% | – |
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% |