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 2022 | $3,836,000 | -23.9% | 17,495 | -21.5% | 0.41% | -24.0% |
| Q2 2022 | $5,044,000 | +51.0% | 22,296 | +79.1% | 0.54% | +59.6% |
| Q1 2022 | $3,340,000 | +117.2% | 12,446 | +129.1% | 0.34% | +140.4% |
| Q4 2021 | $1,538,000 | +156.8% | 5,432 | +138.5% | 0.14% | +161.1% |
| Q3 2021 | $599,000 | +38.3% | 2,278 | +41.2% | 0.05% | +45.9% |
| Q2 2021 | $433,000 | +76.0% | 1,613 | +70.3% | 0.04% | +60.9% |
| Q1 2021 | $246,000 | +16.0% | 947 | +2.7% | 0.02% | +9.5% |
| Q4 2020 | $212,000 | -43.0% | 922 | -64.3% | 0.02% | -67.7% |
| Q1 2020 | $372,000 | -30.1% | 2,584 | 0.0% | 0.06% | -34.3% |
| Q4 2019 | $532,000 | +6.8% | 2,584 | +0.3% | 0.10% | -3.9% |
| Q3 2019 | $498,000 | -0.6% | 2,577 | 0.0% | 0.10% | -2.8% |
| Q2 2019 | $501,000 | +4.4% | 2,577 | +1.7% | 0.11% | +6.0% |
| Q1 2019 | $480,000 | +16.5% | 2,534 | +2.0% | 0.10% | +5.3% |
| Q4 2018 | $412,000 | -23.6% | 2,484 | -7.2% | 0.10% | -20.8% |
| Q3 2018 | $539,000 | +16.2% | 2,677 | +12.4% | 0.12% | +7.1% |
| Q2 2018 | $464,000 | -8.8% | 2,382 | -12.4% | 0.11% | -5.1% |
| Q1 2018 | $509,000 | -10.7% | 2,719 | -9.5% | 0.12% | -8.5% |
| Q4 2017 | $570,000 | -41.2% | 3,005 | -44.5% | 0.13% | -45.1% |
| Q3 2017 | $969,000 | – | 5,417 | – | 0.24% | – |
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% |