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 2023 | $304,905 | +9.2% | 1,223 | +14.5% | 0.08% | +18.5% |
| Q2 2023 | $279,208 | -7.4% | 1,068 | -11.3% | 0.06% | -12.2% |
| Q1 2023 | $301,418 | -5.0% | 1,204 | -8.2% | 0.07% | -7.5% |
| Q4 2022 | $317,407 | +10.6% | 1,312 | +0.2% | 0.08% | +9.6% |
| Q3 2022 | $287,000 | -3.0% | 1,309 | +0.2% | 0.07% | -1.4% |
| Q2 2022 | $296,000 | -15.4% | 1,307 | +0.2% | 0.07% | -10.8% |
| Q1 2022 | $350,000 | -5.1% | 1,305 | 0.0% | 0.08% | -4.6% |
| Q4 2021 | $369,000 | +7.6% | 1,305 | +0.1% | 0.09% | -3.3% |
| Q3 2021 | $343,000 | -2.0% | 1,304 | +0.1% | 0.09% | -5.3% |
| Q2 2021 | $350,000 | +6.4% | 1,303 | -93.6% | 0.10% | -3.1% |
| Q1 2021 | $329,000 | +13.4% | 20,340 | +1510.5% | 0.10% | +1.0% |
| Q4 2020 | $290,000 | +27.2% | 1,263 | +2.8% | 0.10% | +16.9% |
| Q3 2020 | $228,000 | +1.3% | 1,229 | -2.8% | 0.08% | -3.5% |
| Q2 2020 | $225,000 | -17.6% | 1,265 | -33.4% | 0.09% | -29.5% |
| Q1 2020 | $273,000 | -72.1% | 1,899 | -60.0% | 0.12% | -70.7% |
| Q4 2019 | $978,000 | – | 4,753 | – | 0.42% | – |
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% |