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 | $44,744,074 | -1.9% | 179,443 | +2.9% | 5.47% | +1.4% |
| Q2 2023 | $45,618,452 | +8.5% | 174,462 | +3.8% | 5.40% | +1.7% |
| Q1 2023 | $42,047,768 | +4.9% | 168,084 | +1.4% | 5.31% | -0.9% |
| Q4 2022 | $40,080,666 | +14.9% | 165,697 | +4.2% | 5.36% | +6.6% |
| Q3 2022 | $34,876,000 | +2.2% | 159,062 | +5.5% | 5.02% | +7.4% |
| Q2 2022 | $34,117,000 | -13.6% | 150,807 | +2.5% | 4.68% | -1.3% |
| Q1 2022 | $39,470,000 | -0.4% | 147,090 | +5.1% | 4.74% | +0.7% |
| Q4 2021 | $39,621,000 | +13.0% | 139,963 | +5.0% | 4.70% | +5.6% |
| Q3 2021 | $35,072,000 | +0.3% | 133,316 | +2.4% | 4.45% | +1.1% |
| Q2 2021 | $34,984,000 | +4.8% | 130,183 | +1.5% | 4.41% | -1.5% |
| Q1 2021 | $33,374,000 | +12.2% | 128,225 | -0.9% | 4.47% | +7.8% |
| Q4 2020 | $29,751,000 | +25.6% | 129,450 | +1.3% | 4.15% | +10.0% |
| Q3 2020 | $23,687,000 | +7.1% | 127,826 | +2.8% | 3.77% | -0.6% |
| Q2 2020 | $22,114,000 | +50.8% | 124,361 | +22.0% | 3.79% | +23.6% |
| Q1 2020 | $14,662,000 | +5.6% | 101,918 | +51.1% | 3.07% | +23.2% |
| Q4 2019 | $13,885,000 | +6.2% | 67,461 | -0.3% | 2.49% | +0.1% |
| Q3 2019 | $13,076,000 | +2.8% | 67,673 | +3.4% | 2.49% | +6.1% |
| Q2 2019 | $12,717,000 | +19.4% | 65,441 | +16.4% | 2.34% | +12.5% |
| Q1 2019 | $10,648,000 | +34.9% | 56,207 | +18.3% | 2.08% | +14.4% |
| Q4 2018 | $7,894,000 | +8.7% | 47,532 | +31.7% | 1.82% | +18.1% |
| Q3 2018 | $7,264,000 | +17.6% | 36,091 | +13.7% | 1.54% | +10.5% |
| Q2 2018 | $6,179,000 | +17.7% | 31,729 | +13.4% | 1.40% | +12.5% |
| Q1 2018 | $5,249,000 | +124.5% | 27,970 | +127.0% | 1.24% | +114.7% |
| Q4 2017 | $2,338,000 | – | 12,319 | – | 0.58% | – |
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% |