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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $779,749 | +3.4% | 3,117 | 0.0% | 0.07% | -8.3% |
| Q4 2022 | $753,971 | +14.2% | 3,117 | +3.6% | 0.07% | -8.9% |
| Q3 2022 | $660,000 | -3.1% | 3,010 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $681,000 | -15.7% | 3,010 | 0.0% | 0.08% | -4.8% |
| Q1 2022 | $808,000 | -5.2% | 3,010 | 0.0% | 0.08% | -3.5% |
| Q4 2021 | $852,000 | +30.1% | 3,010 | +20.9% | 0.09% | +32.3% |
| Q3 2021 | $655,000 | +64.2% | 2,490 | +67.8% | 0.06% | +62.5% |
| Q2 2021 | $399,000 | +54.7% | 1,484 | +49.4% | 0.04% | +48.1% |
| Q1 2021 | $258,000 | +13.2% | 993 | +0.3% | 0.03% | 0.0% |
| Q4 2020 | $228,000 | +9.1% | 990 | -8.2% | 0.03% | -28.9% |
| Q3 2019 | $209,000 | -2.3% | 1,079 | -2.1% | 0.04% | -7.3% |
| Q2 2019 | $214,000 | -6.6% | 1,102 | -9.0% | 0.04% | -14.6% |
| Q1 2019 | $229,000 | +15.7% | 1,211 | +22.8% | 0.05% | +6.7% |
| Q3 2018 | $198,000 | -2.9% | 986 | -5.9% | 0.04% | -11.8% |
| Q2 2018 | $204,000 | +4.6% | 1,048 | +1.0% | 0.05% | +8.5% |
| Q1 2018 | $195,000 | +31.8% | 1,038 | +32.7% | 0.05% | +30.6% |
| Q4 2017 | $148,000 | +11.3% | 782 | +5.4% | 0.04% | +5.9% |
| Q3 2017 | $133,000 | +6.4% | 742 | +3.1% | 0.03% | -2.9% |
| Q2 2017 | $125,000 | +5.0% | 720 | -0.3% | 0.04% | -5.4% |
| Q1 2017 | $119,000 | 0.0% | 722 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $119,000 | +7.2% | 722 | +1.0% | 0.04% | +5.7% |
| Q3 2016 | $111,000 | -8.3% | 715 | -12.1% | 0.04% | -16.7% |
| Q2 2016 | $121,000 | +17.5% | 813 | +14.2% | 0.04% | 0.0% |
| Q1 2016 | $103,000 | – | 712 | – | 0.04% | – |
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% |