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 | $14,820,615 | -4.1% | 59,437 | +0.6% | 0.41% | -3.1% |
| Q2 2023 | $15,449,022 | +8.1% | 59,083 | +3.5% | 0.42% | -1.4% |
| Q1 2023 | $14,285,135 | +6.5% | 57,104 | +3.0% | 0.43% | -3.6% |
| Q4 2022 | $13,415,219 | +29.7% | 55,460 | +17.6% | 0.44% | +13.3% |
| Q3 2022 | $10,340,000 | +12.6% | 47,159 | +16.2% | 0.39% | +16.3% |
| Q2 2022 | $9,183,000 | -12.4% | 40,589 | +3.9% | 0.34% | -0.9% |
| Q1 2022 | $10,481,000 | +65.0% | 39,058 | +74.1% | 0.34% | +61.9% |
| Q4 2021 | $6,351,000 | +37.5% | 22,436 | +27.8% | 0.21% | +18.0% |
| Q3 2021 | $4,619,000 | -2.4% | 17,558 | -0.3% | 0.18% | -2.7% |
| Q2 2021 | $4,732,000 | +3.3% | 17,608 | 0.0% | 0.18% | -7.1% |
| Q1 2021 | $4,583,000 | +14.9% | 17,608 | +1.4% | 0.20% | +6.5% |
| Q4 2020 | $3,989,000 | +29.3% | 17,357 | +4.3% | 0.18% | +15.6% |
| Q3 2020 | $3,084,000 | +6.6% | 16,641 | +2.3% | 0.16% | -3.0% |
| Q2 2020 | $2,892,000 | +134.9% | 16,265 | +90.1% | 0.16% | +94.1% |
| Q1 2020 | $1,231,000 | -0.4% | 8,557 | +42.5% | 0.08% | +23.2% |
| Q4 2019 | $1,236,000 | +30.7% | 6,005 | +22.7% | 0.07% | +21.1% |
| Q3 2019 | $946,000 | -5.5% | 4,896 | -5.0% | 0.06% | -8.1% |
| Q2 2019 | $1,001,000 | +0.1% | 5,151 | -2.4% | 0.06% | -3.1% |
| Q1 2019 | $1,000,000 | +9.1% | 5,278 | -4.4% | 0.06% | -5.9% |
| Q4 2018 | $917,000 | -24.3% | 5,522 | -8.3% | 0.07% | -10.5% |
| Q3 2018 | $1,212,000 | +12.4% | 6,022 | +8.7% | 0.08% | -5.0% |
| Q2 2018 | $1,078,000 | +10.3% | 5,538 | +6.2% | 0.08% | +19.4% |
| Q1 2018 | $977,000 | -0.4% | 5,213 | +0.9% | 0.07% | -1.5% |
| Q4 2017 | $981,000 | +19.5% | 5,166 | +12.5% | 0.07% | +13.3% |
| Q3 2017 | $821,000 | +10.6% | 4,591 | +7.7% | 0.06% | +3.4% |
| Q2 2017 | $742,000 | +0.8% | 4,264 | -0.8% | 0.06% | 0.0% |
| Q1 2017 | $736,000 | +169.6% | 4,300 | +160.6% | 0.06% | +152.2% |
| Q4 2016 | $273,000 | -63.6% | 1,650 | -69.4% | 0.02% | -70.5% |
| Q4 2015 | $751,000 | – | 5,395 | – | 0.08% | – |
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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% |