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 | $86,275 | +2.3% | 346 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $84,299 | -2.6% | 346 | 0.0% | 0.06% | -1.8% |
| Q1 2023 | $86,555 | +3.4% | 346 | 0.0% | 0.06% | -1.8% |
| Q4 2022 | $83,694 | +10.1% | 346 | 0.0% | 0.06% | +3.6% |
| Q3 2022 | $76,000 | -2.6% | 346 | 0.0% | 0.06% | +3.8% |
| Q2 2022 | $78,000 | -19.6% | 346 | -4.2% | 0.05% | -8.6% |
| Q1 2022 | $97,000 | -4.9% | 361 | 0.0% | 0.06% | -1.7% |
| Q4 2021 | $102,000 | +7.4% | 361 | 0.0% | 0.06% | +3.5% |
| Q3 2021 | $95,000 | -2.1% | 361 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $97,000 | +3.2% | 361 | 0.0% | 0.06% | -1.7% |
| Q1 2021 | $94,000 | +13.3% | 361 | 0.0% | 0.06% | +5.5% |
| Q4 2020 | $83,000 | +23.9% | 361 | 0.0% | 0.06% | +12.2% |
| Q3 2020 | $67,000 | +4.7% | 361 | 0.0% | 0.05% | +2.1% |
| Q2 2020 | $64,000 | +23.1% | 361 | 0.0% | 0.05% | +6.7% |
| Q1 2020 | $52,000 | -29.7% | 361 | 0.0% | 0.04% | -13.5% |
| Q4 2019 | $74,000 | +5.7% | 361 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $70,000 | 0.0% | 361 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $70,000 | +2.9% | 361 | 0.0% | 0.05% | +2.0% |
| Q1 2019 | $68,000 | +13.3% | 361 | 0.0% | 0.05% | +2.0% |
| Q4 2018 | $60,000 | -17.8% | 361 | 0.0% | 0.05% | -7.4% |
| Q3 2018 | $73,000 | +12.3% | 361 | +7.4% | 0.05% | +10.2% |
| Q2 2018 | $65,000 | +828.6% | 336 | +808.1% | 0.05% | +716.7% |
| Q1 2018 | $7,000 | 0.0% | 37 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $7,000 | 0.0% | 37 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $7,000 | -50.0% | 37 | -54.9% | 0.01% | -50.0% |
| Q1 2017 | $14,000 | 0.0% | 82 | 0.0% | 0.01% | -7.7% |
| Q4 2016 | $14,000 | – | 82 | – | 0.01% | – |
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% |