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 | $381,755 | -4.6% | 1,531 | 0.0% | 0.13% | -0.8% |
| Q2 2023 | $400,326 | -14.7% | 1,531 | -18.4% | 0.13% | -18.1% |
| Q1 2023 | $469,300 | +2.9% | 1,876 | -0.5% | 0.16% | -0.6% |
| Q4 2022 | $456,205 | +10.2% | 1,886 | 0.0% | 0.16% | +2.0% |
| Q3 2022 | $414,000 | -3.0% | 1,886 | 0.0% | 0.15% | +6.2% |
| Q2 2022 | $427,000 | -15.6% | 1,886 | 0.0% | 0.14% | -1.4% |
| Q1 2022 | $506,000 | -5.2% | 1,886 | 0.0% | 0.15% | -3.3% |
| Q4 2021 | $534,000 | +10.3% | 1,886 | +2.4% | 0.15% | +2.0% |
| Q3 2021 | $484,000 | -2.2% | 1,841 | 0.0% | 0.15% | -2.6% |
| Q2 2021 | $495,000 | +3.3% | 1,841 | 0.0% | 0.15% | -3.8% |
| Q1 2021 | $479,000 | +13.2% | 1,841 | 0.0% | 0.16% | +1.3% |
| Q4 2020 | $423,000 | +24.0% | 1,841 | 0.0% | 0.16% | +6.1% |
| Q3 2020 | $341,000 | +11.1% | 1,841 | +6.6% | 0.15% | +2.1% |
| Q2 2020 | $307,000 | +23.8% | 1,727 | 0.0% | 0.14% | +5.1% |
| Q1 2020 | $248,000 | -37.5% | 1,727 | -10.4% | 0.14% | -19.4% |
| Q4 2019 | $397,000 | +5.9% | 1,927 | -0.7% | 0.17% | -28.9% |
| Q3 2019 | $375,000 | -0.5% | 1,940 | 0.0% | 0.24% | -2.4% |
| Q2 2019 | $377,000 | +2.7% | 1,940 | 0.0% | 0.24% | -1.2% |
| Q1 2019 | $367,000 | +12.9% | 1,940 | -0.8% | 0.25% | -0.8% |
| Q4 2018 | $325,000 | -15.8% | 1,955 | +1.8% | 0.25% | -7.4% |
| Q3 2018 | $386,000 | +2.1% | 1,920 | -1.0% | 0.27% | -0.7% |
| Q2 2018 | $378,000 | +2.7% | 1,940 | -1.0% | 0.27% | -0.4% |
| Q1 2018 | $368,000 | -1.1% | 1,960 | 0.0% | 0.27% | +1.5% |
| Q4 2017 | $372,000 | -1.6% | 1,960 | -7.3% | 0.27% | -6.3% |
| Q3 2017 | $378,000 | +2.7% | 2,115 | 0.0% | 0.29% | -1.7% |
| Q2 2017 | $368,000 | +1.1% | 2,115 | -0.5% | 0.29% | -1.4% |
| Q1 2017 | $364,000 | +1.7% | 2,125 | -1.8% | 0.30% | -1.3% |
| Q4 2016 | $358,000 | – | 2,165 | – | 0.30% | – |
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% |