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 | $1,003,745 | -16.7% | 3,839 | -20.3% | 0.17% | -26.1% |
| Q1 2023 | $1,204,658 | -5.7% | 4,816 | -8.8% | 0.23% | -14.4% |
| Q4 2022 | $1,276,828 | +24.1% | 5,279 | +12.5% | 0.26% | +28.2% |
| Q3 2022 | $1,029,000 | -1.2% | 4,693 | +1.9% | 0.21% | +5.1% |
| Q2 2022 | $1,041,000 | -16.0% | 4,604 | -0.3% | 0.20% | -1.0% |
| Q1 2022 | $1,239,000 | +6.2% | 4,616 | +12.0% | 0.20% | +15.8% |
| Q4 2021 | $1,167,000 | +7.6% | 4,121 | -0.0% | 0.17% | +1.8% |
| Q3 2021 | $1,085,000 | -38.2% | 4,123 | -36.9% | 0.17% | -40.0% |
| Q2 2021 | $1,757,000 | +72.6% | 6,536 | +67.1% | 0.28% | +49.7% |
| Q1 2021 | $1,018,000 | +18.4% | 3,912 | +4.5% | 0.19% | +5.1% |
| Q4 2020 | $860,000 | +14.4% | 3,744 | -11.4% | 0.18% | -8.7% |
| Q2 2020 | $752,000 | -10.8% | 4,225 | -27.8% | 0.20% | -26.1% |
| Q1 2020 | $843,000 | -26.6% | 5,854 | -1.4% | 0.26% | -35.6% |
| Q4 2019 | $1,148,000 | 0.0% | 5,939 | 0.0% | 0.41% | 0.0% |
| Q3 2019 | $1,148,000 | +1.9% | 5,939 | +2.6% | 0.41% | -4.2% |
| Q2 2019 | $1,127,000 | -2.4% | 5,787 | -1.2% | 0.43% | -8.2% |
| Q1 2019 | $1,155,000 | +28.0% | 5,857 | +12.2% | 0.47% | +1.5% |
| Q4 2018 | $902,000 | -10.6% | 5,222 | +3.8% | 0.46% | -1.5% |
| Q3 2018 | $1,009,000 | +36.0% | 5,031 | +35.6% | 0.47% | +12.3% |
| Q2 2018 | $742,000 | +9.6% | 3,711 | +0.2% | 0.42% | +15.0% |
| Q1 2018 | $677,000 | +0.4% | 3,702 | +6.9% | 0.36% | +6.2% |
| Q4 2017 | $674,000 | -0.1% | 3,463 | -8.2% | 0.34% | -0.6% |
| Q3 2017 | $675,000 | +7.3% | 3,773 | +4.4% | 0.34% | +15.9% |
| Q2 2017 | $629,000 | -12.8% | 3,615 | -14.4% | 0.30% | -33.4% |
| Q1 2017 | $721,000 | +70.4% | 4,221 | +64.9% | 0.44% | +42.9% |
| Q4 2016 | $423,000 | +10.2% | 2,559 | +3.0% | 0.31% | 0.0% |
| Q3 2016 | $384,000 | +18.2% | 2,484 | +14.2% | 0.31% | +16.5% |
| Q2 2016 | $325,000 | +44.4% | 2,176 | +39.9% | 0.27% | +47.8% |
| Q1 2016 | $225,000 | – | 1,555 | – | 0.18% | – |
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% |