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 | $1,182 | -3.0% | 4,718 | +1.3% | 0.19% | +0.5% |
| Q2 2023 | $1,218 | +7.7% | 4,658 | +3.0% | 0.19% | -2.6% |
| Q1 2023 | $1,131 | -99.9% | 4,523 | +1.3% | 0.19% | -1.5% |
| Q4 2022 | $1,079,555 | +12.9% | 4,463 | +2.4% | 0.20% | +7.7% |
| Q3 2022 | $956,000 | -2.5% | 4,358 | +0.5% | 0.18% | +11.0% |
| Q2 2022 | $981,000 | -14.5% | 4,338 | +1.5% | 0.16% | +1.2% |
| Q1 2022 | $1,147,000 | -5.2% | 4,273 | 0.0% | 0.16% | -1.2% |
| Q4 2021 | $1,210,000 | +37.3% | 4,273 | +27.6% | 0.16% | +24.4% |
| Q3 2021 | $881,000 | -2.1% | 3,350 | 0.0% | 0.13% | -3.0% |
| Q2 2021 | $900,000 | +3.2% | 3,350 | 0.0% | 0.14% | -6.2% |
| Q1 2021 | $872,000 | +11.9% | 3,350 | -1.2% | 0.14% | +2.9% |
| Q4 2020 | $779,000 | +24.0% | 3,390 | 0.0% | 0.14% | +5.3% |
| Q3 2020 | $628,000 | +18.3% | 3,390 | +13.6% | 0.13% | +9.9% |
| Q2 2020 | $531,000 | -1.7% | 2,985 | -20.5% | 0.12% | -16.0% |
| Q1 2020 | $540,000 | -29.3% | 3,754 | +1.1% | 0.14% | -11.7% |
| Q4 2019 | $764,000 | -6.7% | 3,714 | -12.4% | 0.16% | -14.2% |
| Q3 2019 | $819,000 | -0.5% | 4,239 | 0.0% | 0.19% | -5.9% |
| Q2 2019 | $823,000 | +0.7% | 4,239 | -1.7% | 0.20% | -14.0% |
| Q1 2019 | $817,000 | +14.1% | 4,314 | 0.0% | 0.24% | 0.0% |
| Q4 2018 | $716,000 | -20.0% | 4,314 | -2.6% | 0.24% | -11.0% |
| Q3 2018 | $895,000 | +3.3% | 4,429 | 0.0% | 0.26% | -2.9% |
| Q2 2018 | $866,000 | +9.3% | 4,429 | +4.9% | 0.27% | +5.8% |
| Q1 2018 | $792,000 | +9.1% | 4,224 | +10.5% | 0.26% | +4.0% |
| Q4 2017 | $726,000 | +6.1% | 3,824 | 0.0% | 0.25% | -2.8% |
| Q3 2017 | $684,000 | +2.9% | 3,824 | 0.0% | 0.25% | -4.2% |
| Q2 2017 | $665,000 | +1.5% | 3,824 | 0.0% | 0.26% | -1.1% |
| Q1 2017 | $655,000 | +18.0% | 3,824 | +14.0% | 0.27% | +3.1% |
| Q4 2016 | $555,000 | – | 3,354 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |