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 | $17,259,363 | -6.3% | 69,217 | -1.8% | 2.40% | -11.9% |
| Q2 2023 | $18,428,392 | +17.4% | 70,477 | +12.3% | 2.72% | +17.2% |
| Q1 2023 | $15,700,846 | +1281.7% | 62,763 | +1236.0% | 2.32% | +1227.4% |
| Q4 2022 | $1,136,382 | -8.0% | 4,698 | -16.6% | 0.18% | -6.4% |
| Q3 2022 | $1,235,000 | -37.5% | 5,633 | -35.5% | 0.19% | -35.1% |
| Q2 2022 | $1,976,000 | -83.7% | 8,738 | -81.2% | 0.29% | -83.1% |
| Q1 2022 | $12,112,000 | -39.5% | 46,534 | -34.2% | 1.70% | -40.2% |
| Q4 2021 | $20,028,000 | +9.9% | 70,751 | +2.1% | 2.85% | +7.4% |
| Q3 2021 | $18,232,000 | -22.1% | 69,306 | -20.4% | 2.65% | -23.7% |
| Q2 2021 | $23,396,000 | +14.6% | 87,063 | +11.0% | 3.48% | +5.3% |
| Q1 2021 | $20,417,000 | +25.2% | 78,443 | +10.5% | 3.30% | +20.7% |
| Q4 2020 | $16,314,000 | +1.7% | 70,983 | -18.0% | 2.73% | -0.2% |
| Q3 2020 | $16,041,000 | +408.1% | 86,566 | +387.5% | 2.74% | +374.0% |
| Q2 2020 | $3,157,000 | +26.4% | 17,756 | +2.2% | 0.58% | +8.6% |
| Q1 2020 | $2,498,000 | -31.9% | 17,369 | -2.6% | 0.53% | -5.5% |
| Q4 2019 | $3,670,000 | +21.8% | 17,832 | +14.3% | 0.56% | +8.1% |
| Q3 2019 | $3,014,000 | +2.2% | 15,602 | +2.7% | 0.52% | +3.6% |
| Q2 2019 | $2,950,000 | +51.1% | 15,190 | +47.3% | 0.50% | +35.2% |
| Q1 2019 | $1,952,000 | +6.6% | 10,310 | -6.5% | 0.37% | +15.2% |
| Q4 2018 | $1,831,000 | -100.0% | 11,029 | -90.4% | 0.32% | -90.1% |
| Q3 2018 | $23,152,484,000 | +158511.2% | 114,541 | +53.5% | 3.26% | +42.3% |
| Q2 2018 | $14,597,000 | +78.9% | 74,620 | +71.5% | 2.29% | +63.5% |
| Q1 2018 | $8,160,000 | +4.1% | 43,508 | +5.3% | 1.40% | +3.2% |
| Q4 2017 | $7,838,000 | -13.9% | 41,301 | -18.9% | 1.36% | -33.8% |
| Q3 2017 | $9,107,000 | +2.1% | 50,906 | -0.7% | 2.05% | -0.8% |
| Q2 2017 | $8,922,000 | -29.8% | 51,290 | -31.4% | 2.07% | -28.9% |
| Q1 2017 | $12,715,000 | +2.1% | 74,784 | +0.7% | 2.91% | -4.3% |
| Q4 2016 | $12,452,000 | -24.2% | 74,255 | -31.5% | 3.04% | -42.3% |
| Q3 2016 | $16,431,000 | +20.1% | 108,414 | +18.4% | 5.27% | +15.1% |
| Q2 2016 | $13,678,000 | +68.4% | 91,562 | +62.6% | 4.58% | +44.9% |
| Q1 2016 | $8,122,000 | +24.4% | 56,328 | +20.2% | 3.16% | +9.9% |
| Q4 2015 | $6,529,000 | – | 46,862 | – | 2.87% | – |
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% |