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 | $720,483 | -4.6% | 2,889 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $755,532 | +4.7% | 2,889 | +0.1% | 0.09% | +1.2% |
| Q1 2023 | $721,862 | +31.4% | 2,886 | +27.0% | 0.09% | +22.9% |
| Q4 2022 | $549,473 | +11.0% | 2,272 | +0.6% | 0.07% | 0.0% |
| Q3 2022 | $495,000 | -5.9% | 2,259 | -2.8% | 0.07% | +7.7% |
| Q2 2022 | $526,000 | -17.7% | 2,325 | -2.4% | 0.06% | -8.5% |
| Q1 2022 | $639,000 | -4.8% | 2,383 | +0.5% | 0.07% | -1.4% |
| Q4 2021 | $671,000 | +8.2% | 2,371 | +0.6% | 0.07% | +2.9% |
| Q3 2021 | $620,000 | -1.9% | 2,358 | +0.3% | 0.07% | -1.4% |
| Q2 2021 | $632,000 | +3.6% | 2,351 | +0.3% | 0.07% | +1.4% |
| Q1 2021 | $610,000 | +13.6% | 2,344 | +0.3% | 0.07% | +9.4% |
| Q4 2020 | $537,000 | +25.5% | 2,338 | +1.2% | 0.06% | +10.3% |
| Q3 2020 | $428,000 | +4.6% | 2,311 | +0.5% | 0.06% | -1.7% |
| Q2 2020 | $409,000 | +24.3% | 2,299 | +0.5% | 0.06% | +9.3% |
| Q1 2020 | $329,000 | -30.1% | 2,288 | +0.1% | 0.05% | -12.9% |
| Q4 2019 | $471,000 | +7.0% | 2,286 | +0.5% | 0.06% | -3.1% |
| Q3 2019 | $440,000 | -2.0% | 2,275 | -1.5% | 0.06% | -3.0% |
| Q2 2019 | $449,000 | +3.0% | 2,309 | +0.3% | 0.07% | +1.5% |
| Q1 2019 | $436,000 | +14.1% | 2,303 | +0.2% | 0.06% | +3.2% |
| Q4 2018 | $382,000 | -27.5% | 2,298 | -12.2% | 0.06% | -18.2% |
| Q3 2018 | $527,000 | -13.0% | 2,617 | -15.9% | 0.08% | -18.1% |
| Q2 2018 | $606,000 | +3.9% | 3,110 | 0.0% | 0.09% | -26.0% |
| Q1 2018 | $583,000 | -3.2% | 3,110 | -2.0% | 0.13% | +5.8% |
| Q4 2017 | $602,000 | +7.7% | 3,172 | +1.5% | 0.12% | +34.8% |
| Q3 2017 | $559,000 | +2.0% | 3,124 | -0.9% | 0.09% | -23.3% |
| Q2 2017 | $548,000 | +1.5% | 3,152 | +0.0% | 0.12% | +0.9% |
| Q1 2017 | $540,000 | – | 3,151 | – | 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% |