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 | $45,783,635 | +32.8% | 183,612 | +39.3% | 0.27% | +32.4% |
| Q2 2023 | $34,466,060 | +13.7% | 131,811 | +8.8% | 0.21% | +6.2% |
| Q1 2023 | $30,300,996 | +23.5% | 121,126 | +19.4% | 0.20% | +10.2% |
| Q4 2022 | $24,542,160 | +11.9% | 101,460 | +1.5% | 0.18% | +1.7% |
| Q3 2022 | $21,924,000 | -11.3% | 99,992 | -8.5% | 0.17% | -12.1% |
| Q2 2022 | $24,724,000 | -18.9% | 109,285 | -3.8% | 0.20% | -5.3% |
| Q1 2022 | $30,484,000 | -7.9% | 113,601 | -2.8% | 0.21% | -9.5% |
| Q4 2021 | $33,098,000 | +7.8% | 116,921 | +0.2% | 0.23% | -8.7% |
| Q3 2021 | $30,710,000 | +7.9% | 116,737 | +10.3% | 0.25% | +2.0% |
| Q2 2021 | $28,449,000 | -14.0% | 105,865 | -16.7% | 0.25% | -25.7% |
| Q1 2021 | $33,070,000 | -36.5% | 127,055 | -43.9% | 0.33% | -43.5% |
| Q4 2020 | $52,097,000 | +64.6% | 226,677 | +32.7% | 0.59% | +30.8% |
| Q3 2020 | $31,650,000 | +2.1% | 170,792 | -2.0% | 0.45% | -5.6% |
| Q2 2020 | $31,003,000 | +122.5% | 174,348 | +80.0% | 0.48% | +49.7% |
| Q1 2020 | $13,936,000 | -53.7% | 96,869 | -33.8% | 0.32% | -51.1% |
| Q4 2019 | $30,130,000 | +117.8% | 146,392 | +104.5% | 0.65% | +63.5% |
| Q3 2019 | $13,832,000 | +41.9% | 71,585 | +42.7% | 0.40% | +36.5% |
| Q2 2019 | $9,747,000 | +115.6% | 50,174 | +110.2% | 0.29% | -6.7% |
| Q1 2019 | $4,521,000 | +161.0% | 23,872 | +128.9% | 0.31% | +6.1% |
| Q4 2018 | $1,732,000 | -81.2% | 10,428 | -77.2% | 0.30% | -41.6% |
| Q3 2018 | $9,214,000 | +14.3% | 45,774 | +10.6% | 0.51% | -7.7% |
| Q2 2018 | $8,064,000 | +51.2% | 41,402 | +45.6% | 0.55% | +33.3% |
| Q1 2018 | $5,335,000 | -27.1% | 28,445 | -26.3% | 0.41% | -36.2% |
| Q4 2017 | $7,320,000 | +91.1% | 38,572 | +80.1% | 0.65% | +82.0% |
| Q3 2017 | $3,831,000 | +87.6% | 21,416 | +82.4% | 0.36% | +45.5% |
| Q2 2017 | $2,042,000 | +203.4% | 11,742 | +198.8% | 0.24% | +95.2% |
| Q1 2017 | $673,000 | – | 3,930 | – | 0.12% | – |
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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% |