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 | $7,774,670 | +176.6% | 31,150 | +189.8% | 0.48% | +100.8% |
| Q2 2023 | $2,811,026 | +7.2% | 10,750 | +2.6% | 0.24% | +3.5% |
| Q1 2023 | $2,621,553 | +6.9% | 10,480 | +3.3% | 0.23% | -4.6% |
| Q4 2022 | $2,453,331 | +13.6% | 10,142 | +3.0% | 0.24% | +3.4% |
| Q3 2022 | $2,160,000 | -21.0% | 9,850 | -18.5% | 0.23% | +3.6% |
| Q2 2022 | $2,735,000 | +31.9% | 12,088 | +56.4% | 0.22% | -1.3% |
| Q1 2022 | $2,074,000 | -6.6% | 7,729 | -1.5% | 0.23% | -4.2% |
| Q4 2021 | $2,220,000 | +132.5% | 7,843 | +116.1% | 0.24% | +100.8% |
| Q3 2021 | $955,000 | +17.3% | 3,629 | +19.8% | 0.12% | +13.5% |
| Q2 2021 | $814,000 | +24.5% | 3,029 | +20.5% | 0.10% | +9.5% |
| Q1 2021 | $654,000 | +13.3% | 2,513 | 0.0% | 0.10% | +3.3% |
| Q4 2020 | $577,000 | +81.4% | 2,513 | +46.4% | 0.09% | +17.9% |
| Q3 2020 | $318,000 | -52.3% | 1,717 | -54.2% | 0.08% | -65.0% |
| Q2 2020 | $666,000 | -46.2% | 3,746 | -56.5% | 0.22% | -59.3% |
| Q1 2020 | $1,238,000 | +235.5% | 8,608 | +379.6% | 0.55% | +209.6% |
| Q4 2019 | $369,000 | +7.3% | 1,795 | +0.8% | 0.18% | +9.3% |
| Q3 2019 | $344,000 | -90.0% | 1,780 | 0.0% | 0.16% | +15.7% |
| Q2 2019 | $3,457,000 | +1104.5% | 1,780 | +17.2% | 0.14% | +6.9% |
| Q1 2019 | $287,000 | +24.2% | 1,519 | +9.0% | 0.13% | -3.7% |
| Q4 2018 | $231,000 | -3.3% | 1,393 | +17.1% | 0.14% | +32.0% |
| Q3 2018 | $239,000 | -23.9% | 1,190 | -26.3% | 0.10% | -30.4% |
| Q2 2018 | $314,000 | -68.9% | 1,614 | -70.1% | 0.15% | -70.6% |
| Q1 2018 | $1,011,000 | +0.4% | 5,390 | -1.6% | 0.50% | -18.7% |
| Q4 2017 | $1,007,000 | +5.4% | 5,477 | +0.1% | 0.62% | +2.5% |
| Q3 2017 | $955,000 | +79.8% | 5,472 | +90.6% | 0.60% | +80.1% |
| Q2 2017 | $531,000 | -39.3% | 2,871 | -45.5% | 0.34% | -35.9% |
| Q1 2017 | $875,000 | – | 5,272 | – | 0.52% | – |
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% |