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 | $11,015,036 | -4.1% | 44,175 | +0.6% | 2.60% | -5.7% |
| Q2 2023 | $11,483,940 | +9.7% | 43,919 | +4.9% | 2.76% | +1.6% |
| Q1 2023 | $10,470,697 | +26.8% | 41,856 | +22.6% | 2.72% | +17.0% |
| Q4 2022 | $8,260,302 | +112.0% | 34,149 | +92.1% | 2.32% | +75.3% |
| Q3 2022 | $3,897,000 | +2.9% | 17,774 | +6.2% | 1.33% | +3.6% |
| Q2 2022 | $3,787,000 | -13.7% | 16,738 | +2.3% | 1.28% | -12.4% |
| Q1 2022 | $4,390,000 | -0.4% | 16,360 | +5.0% | 1.46% | +3.0% |
| Q4 2021 | $4,409,000 | +18.0% | 15,574 | +9.6% | 1.42% | +8.4% |
| Q3 2021 | $3,737,000 | -3.7% | 14,206 | -1.6% | 1.31% | -3.3% |
| Q2 2021 | $3,880,000 | -10.8% | 14,437 | -13.6% | 1.35% | -12.7% |
| Q1 2021 | $4,351,000 | +12.7% | 16,717 | -0.4% | 1.55% | +4.7% |
| Q4 2020 | $3,859,000 | +20.7% | 16,791 | -2.6% | 1.48% | +2.0% |
| Q3 2020 | $3,196,000 | -4.6% | 17,248 | -8.4% | 1.45% | -6.4% |
| Q2 2020 | $3,349,000 | +10.6% | 18,832 | -10.5% | 1.55% | -4.3% |
| Q1 2020 | $3,028,000 | -18.3% | 21,048 | +16.9% | 1.62% | -2.7% |
| Q4 2019 | $3,707,000 | +15.3% | 18,011 | +8.3% | 1.67% | +5.2% |
| Q3 2019 | $3,214,000 | +16.7% | 16,632 | +17.3% | 1.58% | +12.2% |
| Q2 2019 | $2,754,000 | +8.5% | 14,179 | +5.8% | 1.41% | +5.5% |
| Q1 2019 | $2,538,000 | +130.7% | 13,402 | +102.3% | 1.34% | +95.6% |
| Q4 2018 | $1,100,000 | – | 6,626 | – | 0.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |