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 | $6,964,132 | -5.0% | 27,929 | -0.4% | 0.05% | +1.9% |
| Q2 2023 | $7,330,277 | +62.2% | 28,033 | +55.2% | 0.05% | +18.2% |
| Q1 2023 | $4,518,432 | +37.5% | 18,062 | +32.9% | 0.04% | +10.0% |
| Q4 2022 | $3,287,094 | +14.8% | 13,589 | +4.0% | 0.04% | +11.1% |
| Q3 2022 | $2,863,000 | -11.1% | 13,061 | -8.3% | 0.04% | -16.3% |
| Q2 2022 | $3,221,000 | +5.9% | 14,238 | +25.6% | 0.04% | +26.5% |
| Q1 2022 | $3,042,000 | -1.6% | 11,337 | +3.8% | 0.03% | 0.0% |
| Q4 2021 | $3,091,000 | +14.1% | 10,920 | +6.1% | 0.03% | -10.5% |
| Q3 2021 | $2,708,000 | +50.8% | 10,294 | +54.0% | 0.04% | +52.0% |
| Q2 2021 | $1,796,000 | +15.4% | 6,685 | +11.8% | 0.02% | -7.4% |
| Q1 2021 | $1,557,000 | +9.3% | 5,981 | -3.5% | 0.03% | -10.0% |
| Q4 2020 | $1,424,000 | +22.3% | 6,199 | -1.3% | 0.03% | 0.0% |
| Q3 2020 | $1,164,000 | -0.3% | 6,279 | -4.4% | 0.03% | -14.3% |
| Q2 2020 | $1,168,000 | +29.9% | 6,566 | +5.1% | 0.04% | -7.9% |
| Q1 2020 | $899,000 | -20.5% | 6,247 | +13.7% | 0.04% | -15.6% |
| Q4 2019 | $1,131,000 | +22.0% | 5,495 | +14.5% | 0.04% | -4.3% |
| Q3 2019 | $927,000 | +1.6% | 4,799 | +2.2% | 0.05% | -9.6% |
| Q2 2019 | $912,000 | +9.9% | 4,695 | +7.1% | 0.05% | -3.7% |
| Q1 2019 | $830,000 | +23.0% | 4,385 | +7.8% | 0.05% | -19.4% |
| Q4 2018 | $675,000 | -22.1% | 4,067 | -5.1% | 0.07% | -20.2% |
| Q3 2018 | $866,000 | +9.3% | 4,287 | +5.4% | 0.08% | -7.7% |
| Q2 2018 | $792,000 | +3.1% | 4,067 | -0.7% | 0.09% | -13.3% |
| Q1 2018 | $768,000 | +12.9% | 4,095 | +14.2% | 0.10% | +8.2% |
| Q4 2017 | $680,000 | +3.7% | 3,587 | 0.0% | 0.10% | -7.6% |
| Q3 2017 | $656,000 | +120.1% | 3,587 | +99.2% | 0.10% | +43.8% |
| Q4 2016 | $298,000 | – | 1,801 | – | 0.07% | – |
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% |