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 | $477,685 | -4.5% | 1,916 | +0.1% | 0.04% | +75.0% |
| Q2 2023 | $500,400 | +4.4% | 1,914 | -0.1% | 0.02% | -53.5% |
| Q1 2023 | $479,357 | +3.5% | 1,916 | +0.1% | 0.04% | -14.0% |
| Q4 2022 | $463,261 | +10.6% | 1,915 | +0.2% | 0.05% | +150.0% |
| Q3 2022 | $419,000 | -3.2% | 1,912 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $433,000 | -21.7% | 1,912 | -7.2% | 0.02% | -9.1% |
| Q1 2022 | $553,000 | -5.1% | 2,061 | +0.0% | 0.02% | +15.8% |
| Q4 2021 | $583,000 | +8.2% | 2,060 | +0.5% | 0.02% | -80.0% |
| Q3 2021 | $539,000 | +64.8% | 2,050 | +68.6% | 0.10% | +61.0% |
| Q2 2021 | $327,000 | +1.2% | 1,216 | -1.9% | 0.06% | -9.2% |
| Q1 2021 | $323,000 | +4.5% | 1,240 | -7.8% | 0.06% | -8.5% |
| Q4 2020 | $309,000 | +47.1% | 1,345 | +31.9% | 0.07% | +22.4% |
| Q4 2019 | $210,000 | -67.7% | 1,020 | -68.4% | 0.06% | -46.8% |
| Q3 2018 | $650,000 | +107.0% | 3,228 | +100.1% | 0.11% | -5.2% |
| Q2 2018 | $314,000 | +1.0% | 1,613 | -2.8% | 0.12% | -5.0% |
| Q1 2018 | $311,000 | -17.9% | 1,660 | -17.0% | 0.12% | -18.8% |
| Q4 2017 | $379,000 | +41.4% | 1,999 | +33.5% | 0.15% | +31.9% |
| Q3 2017 | $268,000 | -3.6% | 1,497 | -6.2% | 0.11% | -10.3% |
| Q2 2017 | $278,000 | -18.5% | 1,596 | -19.8% | 0.13% | -21.2% |
| Q1 2017 | $341,000 | -4.5% | 1,991 | -7.4% | 0.16% | -11.1% |
| Q4 2016 | $357,000 | – | 2,149 | – | 0.18% | – |
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% |