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 | $2,866,029 | -5.7% | 11,494 | -1.1% | 0.59% | -1.0% |
| Q2 2023 | $3,038,136 | +4.0% | 11,619 | -0.5% | 0.59% | +0.3% |
| Q1 2023 | $2,920,618 | +123289.0% | 11,675 | +19.3% | 0.59% | +19.8% |
| Q4 2022 | $2,367 | -99.9% | 9,785 | -3.2% | 0.49% | -0.2% |
| Q3 2022 | $2,216,000 | -2.9% | 10,108 | +0.2% | 0.50% | +5.1% |
| Q2 2022 | $2,283,000 | -17.7% | 10,090 | -2.4% | 0.47% | -6.4% |
| Q1 2022 | $2,775,000 | -8.3% | 10,342 | -3.2% | 0.50% | -5.3% |
| Q4 2021 | $3,026,000 | +14.8% | 10,688 | +6.7% | 0.53% | +4.5% |
| Q3 2021 | $2,636,000 | +3.3% | 10,021 | +5.5% | 0.51% | +5.4% |
| Q2 2021 | $2,552,000 | +1.2% | 9,496 | -2.0% | 0.48% | -4.2% |
| Q1 2021 | $2,522,000 | +15.4% | 9,689 | +1.9% | 0.50% | +10.5% |
| Q4 2020 | $2,186,000 | +25.2% | 9,510 | +0.9% | 0.46% | +18.2% |
| Q3 2020 | $1,746,000 | +33.5% | 9,423 | +28.1% | 0.38% | +18.8% |
| Q2 2020 | $1,308,000 | +23.9% | 7,357 | +0.2% | 0.32% | +12.9% |
| Q1 2020 | $1,056,000 | -45.4% | 7,343 | -21.9% | 0.29% | -26.6% |
| Q4 2019 | $1,934,000 | +55.1% | 9,397 | +45.6% | 0.39% | +44.3% |
| Q3 2019 | $1,247,000 | +105.4% | 6,455 | +106.5% | 0.27% | +93.6% |
| Q2 2019 | $607,000 | +8.6% | 3,126 | +6.0% | 0.14% | +3.7% |
| Q1 2019 | $559,000 | +21.5% | 2,950 | +6.5% | 0.14% | +6.3% |
| Q4 2018 | $460,000 | +24.3% | 2,770 | +50.5% | 0.13% | +39.6% |
| Q3 2018 | $370,000 | +3.4% | 1,840 | 0.0% | 0.09% | -3.2% |
| Q2 2018 | $358,000 | – | 1,840 | – | 0.09% | – |
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% |