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 | $71,050,586 | -0.6% | 284,943 | +4.2% | 1.09% | +2.0% |
| Q2 2023 | $71,491,598 | +6.6% | 273,411 | +1.9% | 1.07% | -0.2% |
| Q1 2023 | $67,096,085 | +61.7% | 268,213 | +56.3% | 1.07% | +52.1% |
| Q4 2022 | $41,499,109 | +15.5% | 171,562 | +4.7% | 0.71% | +5.1% |
| Q3 2022 | $35,941,000 | +4.6% | 163,918 | +7.9% | 0.67% | +6.7% |
| Q2 2022 | $34,374,000 | -39.7% | 151,942 | -28.5% | 0.63% | -28.6% |
| Q1 2022 | $56,988,000 | -7.3% | 212,372 | -2.2% | 0.88% | -5.7% |
| Q4 2021 | $61,483,000 | +9.4% | 217,194 | +1.7% | 0.94% | -3.2% |
| Q3 2021 | $56,187,000 | -2.5% | 213,581 | -0.4% | 0.97% | -0.8% |
| Q2 2021 | $57,603,000 | -100.0% | 214,351 | -52.4% | 0.97% | -5.3% |
| Q1 2021 | $117,139,764,000 | +258875.4% | 450,052 | +128.7% | 1.03% | +5.0% |
| Q4 2020 | $45,232,000 | +149.2% | 196,806 | +100.9% | 0.98% | +114.0% |
| Q3 2020 | $18,152,000 | +5.9% | 97,953 | +1.6% | 0.46% | -6.3% |
| Q2 2020 | $17,146,000 | +30.3% | 96,426 | +5.4% | 0.49% | +1.5% |
| Q1 2020 | $13,159,000 | -31.2% | 91,475 | -1.6% | 0.48% | -14.7% |
| Q4 2019 | $19,130,000 | +13.1% | 92,950 | +6.2% | 0.56% | -0.9% |
| Q3 2019 | $16,909,000 | +11.8% | 87,512 | +12.4% | 0.57% | +2.7% |
| Q2 2019 | $15,125,000 | +7.7% | 77,864 | +5.0% | 0.56% | -6.9% |
| Q1 2019 | $14,050,000 | +18.9% | 74,183 | +4.3% | 0.60% | +3.7% |
| Q4 2018 | $11,812,000 | +13.2% | 71,133 | +37.2% | 0.58% | +15.5% |
| Q3 2018 | $10,438,000 | +14.3% | 51,853 | +10.6% | 0.50% | -8.6% |
| Q2 2018 | $9,132,000 | +4.4% | 46,884 | +0.6% | 0.54% | -9.0% |
| Q1 2018 | $8,744,000 | -6.2% | 46,617 | -5.1% | 0.60% | -15.9% |
| Q4 2017 | $9,320,000 | +4.5% | 49,114 | -1.5% | 0.71% | -21.6% |
| Q3 2017 | $8,918,000 | +1.9% | 49,849 | -0.9% | 0.91% | -7.6% |
| Q2 2017 | $8,752,000 | +230.4% | 50,315 | +225.1% | 0.98% | +145.1% |
| Q1 2017 | $2,649,000 | – | 15,476 | – | 0.40% | – |
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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% |