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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $70,618 | +11.4% | 255 | +0.4% | 0.05% | +6.2% |
| Q3 2023 | $63,399 | -4.6% | 254 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $66,483 | +103779.7% | 254 | 0.0% | 0.05% | -2.0% |
| Q1 2023 | $64 | +357.1% | 254 | +323.3% | 0.05% | +345.5% |
| Q4 2022 | $14 | -99.9% | 60 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $13,000 | -18.8% | 60 | -13.0% | 0.01% | -15.4% |
| Q2 2022 | $16,000 | -15.8% | 69 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $19,000 | 0.0% | 69 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | +5.6% | 69 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $18,000 | 0.0% | 69 | +1.5% | 0.01% | 0.0% |
| Q2 2021 | $18,000 | -5.3% | 68 | -6.8% | 0.01% | -14.3% |
| Q1 2021 | $19,000 | +11.8% | 73 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $17,000 | +70.0% | 73 | +1.4% | 0.01% | +20.0% |
| Q1 2020 | $10,000 | -33.3% | 72 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $15,000 | +7.1% | 72 | +1.4% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 71 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $14,000 | +7.7% | 71 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +8.3% | 71 | +1.4% | 0.01% | -7.7% |
| Q4 2018 | $12,000 | -14.3% | 70 | 0.0% | 0.01% | +8.3% |
| Q3 2018 | $14,000 | -39.1% | 70 | -41.7% | 0.01% | -40.0% |
| Q2 2018 | $23,000 | +4.5% | 120 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $22,000 | -4.3% | 120 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $23,000 | +9.5% | 120 | 0.0% | 0.02% | +11.8% |
| Q3 2017 | $21,000 | 0.0% | 120 | +0.8% | 0.02% | -10.5% |
| Q2 2017 | $21,000 | +5.0% | 119 | 0.0% | 0.02% | +5.6% |
| Q1 2017 | $20,000 | – | 119 | – | 0.02% | – |
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% |