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 | $202,887 | +96512.9% | 810 | +0.9% | 0.09% | 0.0% |
| Q2 2023 | $210 | +4.5% | 803 | 0.0% | 0.09% | -3.1% |
| Q1 2023 | $201 | +3.6% | 803 | 0.0% | 0.10% | -4.0% |
| Q4 2022 | $194 | -99.9% | 803 | +3.2% | 0.10% | +12.4% |
| Q3 2022 | $171,000 | -0.6% | 778 | +2.4% | 0.09% | +4.7% |
| Q2 2022 | $172,000 | -15.7% | 760 | 0.0% | 0.08% | +3.7% |
| Q1 2022 | $204,000 | -4.7% | 760 | +0.7% | 0.08% | +2.5% |
| Q4 2021 | $214,000 | +10.3% | 755 | +2.4% | 0.08% | -2.4% |
| Q3 2021 | $194,000 | -0.5% | 737 | 0.0% | 0.08% | +2.5% |
| Q2 2021 | $195,000 | +19.6% | 737 | +17.5% | 0.08% | +1.3% |
| Q1 2021 | $163,000 | +13.2% | 627 | 0.0% | 0.08% | +6.8% |
| Q4 2020 | $144,000 | +4.3% | 627 | 0.0% | 0.07% | +1.4% |
| Q3 2020 | $138,000 | +24.3% | 627 | +0.3% | 0.07% | +5.8% |
| Q2 2020 | $111,000 | +7.8% | 625 | 0.0% | 0.07% | -1.4% |
| Q1 2020 | $103,000 | -5.5% | 625 | +18.1% | 0.07% | -1.4% |
| Q4 2019 | $109,000 | +5.8% | 529 | -0.4% | 0.07% | -2.7% |
| Q3 2019 | $103,000 | -13.4% | 531 | -13.2% | 0.07% | -16.1% |
| Q2 2019 | $119,000 | -9.8% | 612 | -12.1% | 0.09% | -15.5% |
| Q1 2019 | $132,000 | +12.8% | 696 | -1.3% | 0.10% | +1.0% |
| Q4 2018 | $117,000 | -7.1% | 705 | 0.0% | 0.10% | +15.9% |
| Q3 2018 | $126,000 | -10.0% | 705 | 0.0% | 0.09% | -2.2% |
| Q2 2018 | $140,000 | +19.7% | 705 | +13.0% | 0.09% | +9.8% |
| Q1 2018 | $117,000 | -9.3% | 624 | -8.4% | 0.08% | -20.4% |
| Q4 2017 | $129,000 | – | 681 | – | 0.10% | – |
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% |