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 2022 | $554,000 | -5.1% | 2,527 | -2.2% | 0.05% | +2.1% |
| Q2 2022 | $584,000 | +64.0% | 2,583 | +94.6% | 0.05% | +80.8% |
| Q1 2022 | $356,000 | -4.6% | 1,327 | +0.7% | 0.03% | -3.7% |
| Q4 2021 | $373,000 | +18.8% | 1,318 | +10.5% | 0.03% | +8.0% |
| Q3 2021 | $314,000 | -1.3% | 1,193 | +0.9% | 0.02% | -3.8% |
| Q2 2021 | $318,000 | +3.9% | 1,182 | +0.4% | 0.03% | -10.3% |
| Q1 2021 | $306,000 | +12.9% | 1,177 | -0.2% | 0.03% | +3.6% |
| Q4 2020 | $271,000 | +22.6% | 1,179 | -1.3% | 0.03% | +7.7% |
| Q3 2020 | $221,000 | +4.2% | 1,195 | +0.2% | 0.03% | -7.1% |
| Q2 2020 | $212,000 | -45.4% | 1,193 | -55.8% | 0.03% | -54.8% |
| Q1 2020 | $388,000 | -31.4% | 2,697 | -1.9% | 0.06% | -12.7% |
| Q4 2019 | $566,000 | +7.0% | 2,750 | +0.4% | 0.07% | -2.7% |
| Q3 2019 | $529,000 | -0.6% | 2,739 | +0.1% | 0.07% | -1.4% |
| Q2 2019 | $532,000 | -0.4% | 2,737 | -0.9% | 0.07% | -5.1% |
| Q1 2019 | $534,000 | +16.3% | 2,763 | +0.0% | 0.08% | +1.3% |
| Q4 2018 | $459,000 | -19.6% | 2,762 | -2.6% | 0.08% | -13.5% |
| Q3 2018 | $571,000 | +11.3% | 2,837 | +7.7% | 0.09% | +4.7% |
| Q2 2018 | $513,000 | +97.3% | 2,635 | +90.0% | 0.08% | +93.2% |
| Q1 2018 | $260,000 | -14.8% | 1,387 | -13.9% | 0.04% | -15.4% |
| Q4 2017 | $305,000 | +9.7% | 1,610 | +3.7% | 0.05% | +6.1% |
| Q3 2017 | $278,000 | +25.8% | 1,553 | +22.1% | 0.05% | +19.5% |
| Q2 2017 | $221,000 | -29.4% | 1,272 | -30.4% | 0.04% | -35.9% |
| Q1 2017 | $313,000 | – | 1,827 | – | 0.06% | – |
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% |