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 | $824,102 | -2.7% | 3,305 | +2.0% | 0.61% | -4.8% |
| Q2 2023 | $847,195 | +2.0% | 3,240 | -2.4% | 0.64% | +7.2% |
| Q1 2023 | $830,281 | +103815.0% | 3,319 | +0.4% | 0.60% | -2.6% |
| Q4 2022 | $799 | -99.9% | 3,305 | +1.8% | 0.61% | +7.7% |
| Q3 2022 | $712,000 | -3.7% | 3,248 | -0.5% | 0.57% | +3.3% |
| Q2 2022 | $739,000 | -7.2% | 3,265 | +10.1% | 0.55% | +8.3% |
| Q1 2022 | $796,000 | -4.2% | 2,966 | +1.1% | 0.51% | +0.6% |
| Q4 2021 | $831,000 | +11.4% | 2,934 | +3.4% | 0.51% | -2.1% |
| Q3 2021 | $746,000 | -1.3% | 2,837 | +0.9% | 0.52% | -2.8% |
| Q2 2021 | $756,000 | +11.2% | 2,812 | +7.7% | 0.53% | +10.4% |
| Q1 2021 | $680,000 | +21.0% | 2,612 | +6.8% | 0.48% | +0.6% |
| Q4 2020 | $562,000 | +24.9% | 2,445 | +0.7% | 0.48% | +21.9% |
| Q3 2020 | $450,000 | -16.8% | 2,427 | -20.2% | 0.39% | -19.3% |
| Q2 2020 | $541,000 | +29.4% | 3,042 | +4.6% | 0.49% | +19.7% |
| Q1 2020 | $418,000 | -23.0% | 2,908 | +10.3% | 0.41% | -10.7% |
| Q4 2019 | $543,000 | +19.9% | 2,637 | +12.5% | 0.46% | +18.8% |
| Q3 2019 | $453,000 | +28.0% | 2,345 | +28.7% | 0.38% | +32.0% |
| Q2 2019 | $354,000 | -1.1% | 1,822 | -3.6% | 0.29% | -3.3% |
| Q1 2019 | $358,000 | +79.0% | 1,890 | +89.4% | 0.30% | +90.5% |
| Q3 2018 | $200,000 | -100.0% | 998 | -83.5% | 0.16% | -72.2% |
| Q4 2016 | $997,661,000 | – | 6,034 | – | 0.57% | – |
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% |