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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,012,000 | -10.4% | 3,772 | -6.6% | 0.42% | -8.7% |
| Q4 2021 | $1,129,000 | +7.0% | 4,037 | +2.6% | 0.46% | -2.7% |
| Q3 2021 | $1,055,000 | +106.5% | 3,936 | +103.7% | 0.48% | +108.3% |
| Q2 2021 | $511,000 | +6.2% | 1,932 | +4.6% | 0.23% | -0.9% |
| Q1 2021 | $481,000 | +8.8% | 1,847 | -4.0% | 0.23% | +0.9% |
| Q4 2020 | $442,000 | +24.2% | 1,924 | +0.2% | 0.23% | +13.4% |
| Q3 2020 | $356,000 | +4.4% | 1,921 | +0.3% | 0.20% | -2.4% |
| Q2 2020 | $341,000 | +26.8% | 1,916 | +2.6% | 0.21% | +6.2% |
| Q1 2020 | $269,000 | -24.0% | 1,867 | +7.9% | 0.19% | -3.5% |
| Q4 2019 | $354,000 | +5.0% | 1,730 | +2.3% | 0.20% | -4.3% |
| Q3 2019 | $337,000 | +8.4% | 1,691 | +5.8% | 0.21% | -13.6% |
| Q2 2019 | $311,000 | +4.0% | 1,599 | +4.1% | 0.24% | 0.0% |
| Q1 2019 | $299,000 | +25.6% | 1,536 | +7.0% | 0.24% | +14.1% |
| Q4 2018 | $238,000 | -17.1% | 1,436 | +0.6% | 0.21% | -9.0% |
| Q3 2018 | $287,000 | +2.9% | 1,428 | -0.2% | 0.23% | -2.9% |
| Q2 2018 | $279,000 | +5.7% | 1,431 | +1.7% | 0.24% | -1.2% |
| Q1 2018 | $264,000 | +0.4% | 1,407 | +1.4% | 0.24% | +2.5% |
| Q4 2017 | $263,000 | +25.2% | 1,387 | +15.1% | 0.24% | +12.8% |
| Q2 2017 | $210,000 | – | 1,205 | – | 0.21% | – |
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% |