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 | $6,034,987 | -5.8% | 24,203 | -1.2% | 1.23% | -5.0% |
| Q2 2023 | $6,408,124 | +5.1% | 24,507 | +0.6% | 1.30% | -3.6% |
| Q1 2023 | $6,094,793 | +14.8% | 24,364 | +11.0% | 1.34% | +4.3% |
| Q4 2022 | $5,307,583 | +7.6% | 21,942 | -2.4% | 1.29% | -10.5% |
| Q3 2022 | $4,931,000 | +20.4% | 22,490 | +24.2% | 1.44% | +17.8% |
| Q2 2022 | $4,096,000 | -14.5% | 18,107 | +1.4% | 1.22% | -5.5% |
| Q1 2022 | $4,792,000 | -1.0% | 17,859 | +4.4% | 1.29% | +10.7% |
| Q4 2021 | $4,840,000 | -1.1% | 17,099 | -8.0% | 1.17% | -16.2% |
| Q3 2021 | $4,892,000 | -1.7% | 18,595 | +0.4% | 1.39% | -3.1% |
| Q2 2021 | $4,975,000 | +2.6% | 18,515 | -0.6% | 1.44% | -13.0% |
| Q1 2021 | $4,848,000 | +3.6% | 18,627 | -8.5% | 1.65% | -6.3% |
| Q4 2020 | $4,680,000 | +25.6% | 20,363 | +1.2% | 1.76% | +8.1% |
| Q3 2020 | $3,727,000 | +10.2% | 20,115 | +5.7% | 1.63% | -1.3% |
| Q2 2020 | $3,383,000 | +13.4% | 19,028 | -8.2% | 1.65% | -1.5% |
| Q1 2020 | $2,983,000 | -23.5% | 20,737 | +9.4% | 1.68% | -14.7% |
| Q4 2019 | $3,900,000 | +9.6% | 18,950 | +2.9% | 1.97% | -7.9% |
| Q3 2019 | $3,559,000 | +2.2% | 18,419 | +2.8% | 2.14% | +1.4% |
| Q2 2019 | $3,481,000 | +4.3% | 17,920 | +1.7% | 2.11% | -0.4% |
| Q1 2019 | $3,337,000 | +5.6% | 17,617 | -7.5% | 2.12% | -1.2% |
| Q4 2018 | $3,161,000 | -19.7% | 19,036 | -2.7% | 2.14% | -4.2% |
| Q3 2018 | $3,938,000 | +2.5% | 19,563 | -0.8% | 2.24% | +4.3% |
| Q2 2018 | $3,841,000 | +3.6% | 19,717 | -0.2% | 2.14% | +0.5% |
| Q1 2018 | $3,706,000 | -12.8% | 19,758 | -11.7% | 2.13% | -9.0% |
| Q4 2017 | $4,249,000 | +9.1% | 22,387 | +2.9% | 2.34% | +2.2% |
| Q3 2017 | $3,893,000 | +6.4% | 21,758 | +3.5% | 2.30% | +1.6% |
| Q2 2017 | $3,659,000 | +1.4% | 21,032 | -0.2% | 2.26% | -8.2% |
| Q1 2017 | $3,608,000 | -3.2% | 21,072 | -6.5% | 2.46% | -18.3% |
| Q4 2016 | $3,726,000 | +4.9% | 22,535 | -1.9% | 3.01% | -8.8% |
| Q3 2016 | $3,553,000 | +6.4% | 22,966 | +2.7% | 3.30% | -6.2% |
| Q2 2016 | $3,339,000 | +3.6% | 22,352 | -0.0% | 3.52% | +8.8% |
| Q1 2016 | $3,224,000 | +92.4% | 22,357 | +85.8% | 3.23% | +113.7% |
| Q4 2015 | $1,676,000 | +45.4% | 12,035 | +42.6% | 1.51% | +30.5% |
| Q3 2015 | $1,153,000 | +121.7% | 8,442 | +143.1% | 1.16% | +138.5% |
| Q2 2015 | $520,000 | +154.9% | 3,472 | +158.1% | 0.49% | +157.1% |
| Q1 2015 | $204,000 | – | 1,345 | – | 0.19% | – |
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% |