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 | $994,640 | -3.4% | 3,970 | +0.9% | 0.08% | -1.3% |
| Q2 2023 | $1,029,135 | +4.5% | 3,935 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $984,408 | +3.4% | 3,935 | +0.0% | 0.08% | -14.6% |
| Q4 2022 | $951,644 | +10.4% | 3,934 | +0.0% | 0.09% | +7.2% |
| Q3 2022 | $862,000 | -4.4% | 3,933 | -1.3% | 0.08% | -5.7% |
| Q2 2022 | $902,000 | -34.4% | 3,985 | -22.2% | 0.09% | -31.8% |
| Q1 2022 | $1,375,000 | -6.6% | 5,125 | -1.4% | 0.13% | +6.6% |
| Q4 2021 | $1,472,000 | +9.0% | 5,200 | +1.2% | 0.12% | 0.0% |
| Q3 2021 | $1,351,000 | -13.3% | 5,137 | -11.4% | 0.12% | -14.8% |
| Q2 2021 | $1,558,000 | +9.4% | 5,799 | +6.0% | 0.14% | -9.0% |
| Q1 2021 | $1,424,000 | +17.9% | 5,471 | +4.1% | 0.16% | +13.0% |
| Q4 2020 | $1,208,000 | +31.7% | 5,256 | +6.2% | 0.14% | +9.5% |
| Q3 2020 | $917,000 | +10.6% | 4,951 | +6.2% | 0.13% | +0.8% |
| Q2 2020 | $829,000 | +31.4% | 4,663 | +6.3% | 0.12% | +5.0% |
| Q1 2020 | $631,000 | +2.6% | 4,387 | +46.9% | 0.12% | +8.2% |
| Q4 2019 | $615,000 | +0.3% | 2,987 | -5.9% | 0.11% | -8.3% |
| Q3 2019 | $613,000 | -0.2% | 3,173 | +0.4% | 0.12% | 0.0% |
| Q2 2019 | $614,000 | -2.2% | 3,161 | -4.7% | 0.12% | -1.6% |
| Q1 2019 | $628,000 | +20.8% | 3,318 | +6.0% | 0.12% | +1.7% |
| Q4 2018 | $520,000 | -19.8% | 3,130 | -2.3% | 0.12% | -9.1% |
| Q3 2018 | $648,000 | +3.5% | 3,205 | +0.2% | 0.13% | 0.0% |
| Q2 2018 | $626,000 | +4.0% | 3,199 | -0.3% | 0.13% | +2.3% |
| Q1 2018 | $602,000 | -46.4% | 3,208 | -43.9% | 0.13% | -40.8% |
| Q4 2017 | $1,123,000 | +134.0% | 5,719 | +113.1% | 0.22% | +118.0% |
| Q3 2017 | $480,000 | +11.4% | 2,684 | +8.3% | 0.10% | +4.2% |
| Q2 2017 | $431,000 | -51.8% | 2,479 | -52.6% | 0.10% | -54.3% |
| Q1 2017 | $895,000 | +98.0% | 5,227 | +91.0% | 0.21% | +84.2% |
| Q4 2016 | $452,000 | -10.7% | 2,736 | -16.3% | 0.11% | -0.9% |
| Q3 2016 | $506,000 | – | 3,270 | – | 0.12% | – |
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% |