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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $249,618 | -93.7% | 961 | -93.9% | 0.16% | -94.2% |
| Q1 2023 | $3,956,918 | -25.7% | 15,825 | -28.1% | 2.81% | -28.1% |
| Q4 2022 | $5,323,635 | +6.7% | 22,008 | +1.1% | 3.91% | +1.5% |
| Q3 2022 | $4,988,000 | -14.4% | 21,770 | -15.5% | 3.85% | -8.5% |
| Q2 2022 | $5,828,000 | -13.5% | 25,761 | -0.7% | 4.21% | +0.2% |
| Q1 2022 | $6,734,000 | -7.4% | 25,938 | +1.0% | 4.20% | +2.5% |
| Q4 2021 | $7,272,000 | +5626.0% | 25,690 | +5153.6% | 4.10% | +5364.0% |
| Q1 2021 | $127,000 | +13.4% | 489 | +0.2% | 0.08% | +10.3% |
| Q4 2020 | $112,000 | +24.4% | 488 | +0.4% | 0.07% | -2.9% |
| Q3 2020 | $90,000 | +4.7% | 486 | +0.4% | 0.07% | -1.4% |
| Q2 2020 | $86,000 | +22.9% | 484 | +0.2% | 0.07% | +2.9% |
| Q1 2020 | $70,000 | -46.2% | 483 | -23.8% | 0.07% | -17.9% |
| Q4 2019 | $130,000 | -8.5% | 634 | -13.5% | 0.08% | -14.3% |
| Q3 2019 | $142,000 | -7.8% | 733 | -7.8% | 0.10% | -8.4% |
| Q2 2019 | $154,000 | +2.7% | 795 | +0.4% | 0.11% | -0.9% |
| Q1 2019 | $150,000 | +41.5% | 792 | +23.8% | 0.11% | +11.3% |
| Q4 2018 | $106,000 | -30.3% | 640 | -15.2% | 0.10% | -6.7% |
| Q3 2018 | $152,000 | -37.4% | 755 | -39.5% | 0.10% | -59.8% |
| Q2 2018 | $243,000 | -12.6% | 1,247 | -16.0% | 0.26% | +21.0% |
| Q1 2018 | $278,000 | -4.1% | 1,484 | -3.0% | 0.21% | +4.4% |
| Q4 2017 | $290,000 | -8.5% | 1,530 | -13.7% | 0.20% | -12.4% |
| Q3 2017 | $317,000 | -9.2% | 1,773 | -11.7% | 0.23% | -13.7% |
| Q2 2017 | $349,000 | -90.1% | 2,008 | -90.2% | 0.27% | -89.9% |
| Q1 2017 | $3,510,000 | +4.7% | 20,499 | +1.1% | 2.68% | -1.7% |
| Q4 2016 | $3,352,000 | -40.1% | 20,271 | -44.0% | 2.72% | -46.4% |
| Q3 2016 | $5,598,000 | +4.9% | 36,185 | +1.3% | 5.08% | +1.0% |
| Q2 2016 | $5,338,000 | +9.0% | 35,732 | +5.2% | 5.03% | +6.5% |
| Q1 2016 | $4,897,000 | +5.2% | 33,961 | +1.6% | 4.72% | +2.8% |
| Q4 2015 | $4,655,000 | – | 33,410 | – | 4.59% | – |
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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% |