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 | $1,649,781 | -13.2% | 6,309 | -16.9% | 0.16% | -15.8% |
| Q1 2023 | $1,900,067 | +2.1% | 7,595 | -1.3% | 0.20% | -3.0% |
| Q4 2022 | $1,860,692 | +13.1% | 7,692 | +2.5% | 0.20% | +2.5% |
| Q3 2022 | $1,645,000 | -2.6% | 7,501 | +0.5% | 0.20% | +2.1% |
| Q2 2022 | $1,689,000 | -19.6% | 7,465 | -4.6% | 0.19% | -14.2% |
| Q1 2022 | $2,100,000 | -5.9% | 7,826 | -0.7% | 0.22% | -3.4% |
| Q4 2021 | $2,231,000 | +7.7% | 7,882 | +0.1% | 0.23% | -0.9% |
| Q3 2021 | $2,072,000 | +0.8% | 7,876 | +2.9% | 0.24% | -3.7% |
| Q2 2021 | $2,056,000 | +2.1% | 7,652 | -1.1% | 0.24% | -5.8% |
| Q1 2021 | $2,013,000 | +6.4% | 7,735 | -6.0% | 0.26% | -2.6% |
| Q4 2020 | $1,892,000 | +1.4% | 8,231 | -18.2% | 0.27% | -9.8% |
| Q3 2020 | $1,865,000 | -43.9% | 10,066 | -46.2% | 0.30% | -48.2% |
| Q2 2020 | $3,326,000 | +26.9% | 18,705 | +2.7% | 0.57% | +6.1% |
| Q1 2020 | $2,620,000 | -24.1% | 18,210 | +8.6% | 0.54% | -12.5% |
| Q4 2019 | $3,450,000 | +7.7% | 16,763 | +1.1% | 0.61% | -3.0% |
| Q3 2019 | $3,203,000 | -1.1% | 16,577 | -0.6% | 0.63% | -1.2% |
| Q2 2019 | $3,240,000 | +4.2% | 16,677 | +1.6% | 0.64% | +0.8% |
| Q1 2019 | $3,110,000 | +11.8% | 16,420 | -2.0% | 0.64% | -2.3% |
| Q4 2018 | $2,781,000 | -15.7% | 16,750 | +2.3% | 0.65% | -8.3% |
| Q3 2018 | $3,297,000 | +5.6% | 16,379 | +2.2% | 0.71% | +1.7% |
| Q2 2018 | $3,122,000 | +15.4% | 16,030 | +11.2% | 0.70% | -5.7% |
| Q1 2018 | $2,705,000 | +6.1% | 14,420 | +7.3% | 0.74% | +21.7% |
| Q4 2017 | $2,550,000 | -26.6% | 13,439 | -30.8% | 0.61% | -30.0% |
| Q3 2017 | $3,473,000 | +1317.6% | 19,413 | +1276.8% | 0.87% | +1141.4% |
| Q2 2017 | $245,000 | – | 1,410 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |