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 | $3,580,717 | -10.9% | 14,360 | -6.5% | 0.18% | -12.9% |
| Q2 2023 | $4,017,756 | +4.0% | 15,365 | -0.5% | 0.21% | -5.4% |
| Q1 2023 | $3,863,121 | +4.0% | 15,443 | +0.5% | 0.22% | -5.2% |
| Q4 2022 | $3,715,334 | -2.5% | 15,360 | -11.6% | 0.23% | -19.7% |
| Q3 2022 | $3,811,000 | +41.6% | 17,381 | +46.1% | 0.29% | +22.4% |
| Q2 2022 | $2,692,000 | -17.8% | 11,900 | -2.5% | 0.24% | -4.4% |
| Q1 2022 | $3,274,000 | -20.2% | 12,200 | -15.8% | 0.25% | -17.9% |
| Q4 2021 | $4,102,000 | -9.8% | 14,492 | -16.2% | 0.30% | -18.4% |
| Q3 2021 | $4,549,000 | -35.0% | 17,294 | -33.6% | 0.37% | -16.7% |
| Q2 2021 | $7,002,000 | +1.7% | 26,056 | -1.5% | 0.44% | -10.3% |
| Q1 2021 | $6,882,000 | +5.2% | 26,441 | -7.1% | 0.50% | -9.0% |
| Q4 2020 | $6,540,000 | +22.5% | 28,457 | -1.2% | 0.54% | +1.5% |
| Q3 2020 | $5,339,000 | -2.3% | 28,810 | -6.3% | 0.54% | -28.4% |
| Q2 2020 | $5,467,000 | +9.3% | 30,747 | -11.6% | 0.75% | +4.0% |
| Q1 2020 | $5,003,000 | -53.3% | 34,776 | -33.2% | 0.72% | -43.2% |
| Q4 2019 | $10,709,000 | +8.8% | 52,033 | +2.1% | 1.27% | -5.2% |
| Q3 2019 | $9,843,000 | +18.6% | 50,940 | +19.3% | 1.34% | +11.0% |
| Q2 2019 | $8,296,000 | +22.8% | 42,706 | +19.8% | 1.20% | +7.1% |
| Q1 2019 | $6,753,000 | +12.0% | 35,657 | -1.8% | 1.12% | -3.1% |
| Q4 2018 | $6,030,000 | -7.9% | 36,312 | +11.6% | 1.16% | -18.1% |
| Q3 2018 | $6,550,000 | +30.2% | 32,542 | +26.0% | 1.42% | +10.3% |
| Q2 2018 | $5,030,000 | +41.7% | 25,825 | +33.3% | 1.28% | +34.8% |
| Q1 2018 | $3,550,000 | +6.1% | 19,379 | +12.5% | 0.95% | +7.6% |
| Q4 2017 | $3,345,000 | +76.5% | 17,227 | +64.3% | 0.89% | +9.8% |
| Q3 2017 | $1,895,000 | +10427.8% | 10,483 | +141.9% | 0.81% | +8866.7% |
| Q2 2017 | $18,000 | -88.2% | 4,333 | +36.4% | 0.01% | -91.1% |
| Q1 2017 | $152,000 | +6.3% | 3,177 | +268.1% | 0.10% | -6.5% |
| Q4 2016 | $143,000 | – | 863 | – | 0.11% | – |
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% |