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 | $307,327 | -3.1% | 1,232 | +1.5% | 0.06% | -4.7% |
| Q2 2023 | $317,310 | -18.9% | 1,214 | -22.3% | 0.06% | -21.0% |
| Q1 2023 | $391,077 | +5.4% | 1,563 | +1.9% | 0.08% | +2.5% |
| Q4 2022 | $371,169 | -11.0% | 1,534 | -19.3% | 0.08% | -24.8% |
| Q3 2022 | $417,000 | -13.3% | 1,902 | -10.5% | 0.10% | -7.1% |
| Q2 2022 | $481,000 | -10.4% | 2,125 | +6.2% | 0.11% | +6.6% |
| Q1 2022 | $537,000 | -12.4% | 2,000 | -7.7% | 0.11% | -7.8% |
| Q4 2021 | $613,000 | +14.8% | 2,167 | +6.7% | 0.12% | +5.5% |
| Q3 2021 | $534,000 | -4.5% | 2,031 | -2.4% | 0.11% | -4.4% |
| Q2 2021 | $559,000 | +8.8% | 2,081 | +5.4% | 0.11% | +2.7% |
| Q1 2021 | $514,000 | +3.4% | 1,974 | -8.7% | 0.11% | -9.8% |
| Q4 2020 | $497,000 | – | 2,163 | +7.1% | 0.12% | – |
| Q3 2020 | $0 | -100.0% | 2,020 | +1.5% | 0.00% | -100.0% |
| Q2 2020 | $354,000 | -53.4% | 1,990 | -62.3% | 0.10% | -61.5% |
| Q1 2020 | $760,000 | +8.1% | 5,285 | +54.6% | 0.27% | +35.8% |
| Q4 2019 | $703,000 | +21.4% | 3,418 | +13.4% | 0.20% | -13.0% |
| Q3 2019 | $579,000 | – | 3,015 | – | 0.23% | – |
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% |