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 | $19,948 | -4.6% | 80 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $20,918 | +4.5% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $20,013 | +3.4% | 80 | 0.0% | 0.01% | +9.1% |
| Q4 2022 | $19,351 | +7.5% | 80 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,000 | 0.0% | 80 | 0.0% | 0.01% | +10.0% |
| Q2 2022 | $18,000 | -14.3% | 80 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $21,000 | -8.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +9.5% | 80 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $21,000 | 0.0% | 80 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $21,000 | 0.0% | 80 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $21,000 | +16.7% | 80 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $18,000 | +20.0% | 80 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $15,000 | +7.1% | 80 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -25.0% | 80 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $16,000 | +6.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | -6.2% | 80 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $16,000 | +6.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | +25.0% | 80 | +6.7% | 0.01% | +10.0% |
| Q4 2018 | $12,000 | -20.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $15,000 | 0.0% | 75 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $15,000 | +7.1% | 75 | 0.0% | 0.01% | +10.0% |
| Q1 2018 | $14,000 | 0.0% | 75 | 0.0% | 0.01% | +11.1% |
| Q4 2017 | $14,000 | +7.7% | 75 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $13,000 | 0.0% | 75 | -1.3% | 0.01% | 0.0% |
| Q1 2017 | $13,000 | +8.3% | 76 | +1.3% | 0.01% | 0.0% |
| Q4 2016 | $12,000 | – | 75 | – | 0.01% | – |
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% |