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 | $84,644,364 | -0.7% | 339,460 | +4.1% | 5.78% | -2.5% |
| Q2 2023 | $85,254,777 | +9.8% | 326,047 | +5.1% | 5.93% | +1.0% |
| Q1 2023 | $77,641,703 | +11.0% | 310,368 | +7.4% | 5.87% | -1.0% |
| Q4 2022 | $69,925,118 | +16.9% | 289,078 | +6.0% | 5.93% | +6.4% |
| Q3 2022 | $59,805,000 | -2.7% | 272,758 | +0.4% | 5.57% | +3.7% |
| Q2 2022 | $61,450,000 | -10.5% | 271,627 | +6.2% | 5.37% | +2.4% |
| Q1 2022 | $68,656,000 | +2.7% | 255,854 | +8.3% | 5.25% | +1.1% |
| Q4 2021 | $66,880,000 | +10.9% | 236,260 | +3.0% | 5.19% | -1.3% |
| Q3 2021 | $60,322,000 | +4.0% | 229,302 | +6.2% | 5.26% | +3.0% |
| Q2 2021 | $58,006,000 | +23.1% | 215,853 | +5.3% | 5.11% | +2.1% |
| Q4 2020 | $47,108,000 | +29.7% | 204,968 | +4.6% | 5.00% | +24.8% |
| Q3 2020 | $36,318,000 | +20.4% | 195,987 | +15.5% | 4.01% | +7.0% |
| Q2 2020 | $30,169,000 | +41.8% | 169,658 | +14.7% | 3.74% | +17.8% |
| Q1 2020 | $21,277,000 | -51.1% | 147,899 | -30.0% | 3.18% | -33.6% |
| Q4 2019 | $43,502,000 | +12.6% | 211,362 | +5.7% | 4.79% | +0.5% |
| Q3 2019 | $38,641,000 | +5.0% | 199,973 | +5.5% | 4.76% | +4.8% |
| Q2 2019 | $36,816,000 | +6.7% | 189,520 | +4.1% | 4.54% | -61.5% |
| Q1 2019 | $34,492,000 | +19.6% | 182,112 | +4.8% | 11.82% | -5.7% |
| Q4 2018 | $28,847,000 | -15.2% | 173,717 | +2.0% | 12.53% | -16.7% |
| Q3 2018 | $34,023,000 | +2.9% | 170,322 | +0.3% | 15.05% | -4.9% |
| Q2 2018 | $33,075,000 | +9.2% | 169,737 | +2.7% | 15.82% | -7.8% |
| Q1 2018 | $30,287,000 | -0.3% | 165,348 | +5.7% | 17.16% | +5.4% |
| Q4 2017 | $30,366,000 | +9.0% | 156,381 | +1.5% | 16.28% | -0.6% |
| Q3 2017 | $27,859,000 | +7.7% | 154,145 | +3.6% | 16.37% | +4.1% |
| Q2 2017 | $25,856,000 | +10.4% | 148,812 | +7.2% | 15.72% | +10.4% |
| Q1 2017 | $23,421,000 | +2.5% | 138,776 | +2.1% | 14.24% | -2.1% |
| Q4 2016 | $22,844,000 | +15.5% | 135,919 | +5.0% | 14.55% | +2.4% |
| Q3 2016 | $19,785,000 | – | 129,421 | – | 14.22% | – |
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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% |