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 | $9,304,645 | -4.8% | 37,316 | -0.2% | 3.07% | -1.0% |
| Q2 2023 | $9,775,680 | +5.1% | 37,386 | +0.5% | 3.10% | -3.5% |
| Q1 2023 | $9,302,519 | +4.3% | 37,186 | +0.8% | 3.21% | -2.5% |
| Q4 2022 | $8,920,994 | +8.5% | 36,880 | -1.6% | 3.30% | -5.7% |
| Q3 2022 | $8,221,000 | -1.2% | 37,494 | +1.9% | 3.50% | +4.4% |
| Q2 2022 | $8,323,000 | -11.4% | 36,790 | +5.1% | 3.35% | +3.0% |
| Q1 2022 | $9,394,000 | -2.2% | 35,008 | +3.2% | 3.25% | -0.2% |
| Q4 2021 | $9,601,000 | +5.9% | 33,917 | -1.6% | 3.26% | +2.4% |
| Q3 2021 | $9,069,000 | -2.4% | 34,472 | -0.3% | 3.18% | +24.0% |
| Q2 2021 | $9,288,000 | +1.4% | 34,564 | -1.8% | 2.57% | -7.3% |
| Q1 2021 | $9,162,000 | +10.8% | 35,199 | -2.2% | 2.77% | +6.0% |
| Q4 2020 | $8,271,000 | +22.7% | 35,986 | -1.1% | 2.61% | +6.7% |
| Q3 2020 | $6,740,000 | +4.8% | 36,371 | +0.6% | 2.45% | -2.4% |
| Q2 2020 | $6,431,000 | +11.0% | 36,167 | -10.2% | 2.51% | -11.3% |
| Q1 2020 | $5,792,000 | +360.8% | 40,263 | +559.1% | 2.83% | +467.1% |
| Q4 2019 | $1,257,000 | +4.9% | 6,109 | -1.5% | 0.50% | -5.8% |
| Q3 2019 | $1,198,000 | -0.7% | 6,201 | -0.2% | 0.53% | -3.6% |
| Q2 2019 | $1,207,000 | -4.7% | 6,214 | -7.1% | 0.55% | -10.0% |
| Q1 2019 | $1,267,000 | -46.7% | 6,690 | -53.2% | 0.61% | -53.7% |
| Q4 2018 | $2,377,000 | +77.1% | 14,308 | +114.5% | 1.32% | +93.0% |
| Q3 2018 | $1,342,000 | +4.7% | 6,670 | +1.4% | 0.68% | -4.1% |
| Q2 2018 | $1,282,000 | +5.8% | 6,581 | +2.0% | 0.71% | -2.7% |
| Q1 2018 | $1,212,000 | +3.1% | 6,455 | +4.2% | 0.73% | 0.0% |
| Q4 2017 | $1,175,000 | +4.1% | 6,196 | -0.8% | 0.73% | -1.2% |
| Q3 2017 | $1,129,000 | +4.2% | 6,246 | +0.1% | 0.74% | -2.8% |
| Q2 2017 | $1,084,000 | +2.9% | 6,239 | +0.1% | 0.76% | -4.4% |
| Q1 2017 | $1,053,000 | +1.4% | 6,233 | +0.1% | 0.80% | -5.3% |
| Q4 2016 | $1,038,000 | – | 6,226 | – | 0.84% | – |
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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% |