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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,242,773 | -10.7% | 4,484 | -19.6% | 0.13% | -21.0% |
| Q3 2023 | $1,391,456 | +10.6% | 5,580 | +16.0% | 0.16% | -9.0% |
| Q2 2023 | $1,258,329 | -4.2% | 4,812 | -8.4% | 0.18% | +19.5% |
| Q1 2023 | $1,313,673 | -3.9% | 5,251 | +2.3% | 0.15% | +56.8% |
| Q4 2022 | $1,366,539 | -25.9% | 5,131 | -30.6% | 0.10% | -25.8% |
| Q1 2022 | $1,844,000 | -5.3% | 7,397 | -0.3% | 0.13% | 0.0% |
| Q4 2021 | $1,948,000 | -4.7% | 7,418 | +1.7% | 0.13% | -5.9% |
| Q3 2021 | $2,043,000 | +21.5% | 7,296 | +18.8% | 0.14% | +15.3% |
| Q2 2021 | $1,682,000 | +13.8% | 6,144 | +13.3% | 0.12% | +2.6% |
| Q1 2021 | $1,478,000 | +12.7% | 5,424 | +1.1% | 0.12% | +2.7% |
| Q4 2020 | $1,312,000 | +25.3% | 5,366 | +5.8% | 0.11% | +9.8% |
| Q3 2020 | $1,047,000 | +31.4% | 5,072 | +24.2% | 0.10% | +22.9% |
| Q2 2020 | $797,000 | -79.9% | 4,085 | -78.4% | 0.08% | -82.2% |
| Q4 2019 | $3,958,000 | +4.7% | 18,949 | -0.5% | 0.47% | -9.7% |
| Q3 2019 | $3,782,000 | -0.4% | 19,039 | -5.1% | 0.52% | -9.6% |
| Q2 2019 | $3,799,000 | -27.7% | 20,071 | -27.4% | 0.57% | -30.2% |
| Q1 2019 | $5,254,000 | +1.5% | 27,651 | +2.3% | 0.82% | -1.4% |
| Q4 2018 | $5,175,000 | +3.8% | 27,028 | -2.1% | 0.83% | -8.6% |
| Q3 2018 | $4,986,000 | -4.2% | 27,612 | +3.4% | 0.91% | -14.6% |
| Q2 2018 | $5,203,000 | +5.8% | 26,715 | +1.9% | 1.07% | -1.2% |
| Q1 2018 | $4,919,000 | -1.1% | 26,222 | +0.0% | 1.08% | -19.0% |
| Q4 2017 | $4,975,000 | +1.6% | 26,218 | -4.2% | 1.33% | -3.1% |
| Q3 2017 | $4,898,000 | -0.1% | 27,375 | -2.9% | 1.37% | -2.5% |
| Q2 2017 | $4,905,000 | -97.9% | 28,201 | +1897.2% | 1.41% | +70.2% |
| Q1 2017 | $238,305,000 | -77.4% | 1,412 | -79.5% | 0.83% | +141.4% |
| Q3 2016 | $1,054,039,000 | +148.0% | 6,895 | +23.7% | 0.34% | +523.6% |
| Q2 2016 | $424,974,000 | -87.2% | 5,576 | -77.4% | 0.06% | -89.8% |
| Q4 2015 | $3,325,402,000 | +4750474.3% | 24,666 | +5181.8% | 0.54% | +1645.2% |
| Q2 2015 | $70,000 | -97.9% | 467 | -97.9% | 0.03% | -98.0% |
| Q1 2015 | $3,375,000 | – | 22,286 | – | 1.57% | – |
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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% |