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 | $34,803,034 | +0.6% | 139,575 | +5.4% | 6.02% | +23.9% |
| Q2 2023 | $34,612,115 | +8.3% | 132,370 | +3.6% | 4.86% | +4.2% |
| Q1 2023 | $31,960,196 | +10.8% | 127,759 | +7.2% | 4.66% | +1.9% |
| Q4 2022 | $28,832,562 | +11.1% | 119,197 | +0.7% | 4.57% | -2.5% |
| Q3 2022 | $25,954,000 | -0.1% | 118,371 | +3.1% | 4.69% | -18.2% |
| Q2 2022 | $25,967,000 | -11.3% | 114,780 | +5.2% | 5.73% | +0.3% |
| Q1 2022 | $29,290,000 | +4.3% | 109,151 | +10.1% | 5.72% | +0.1% |
| Q4 2021 | $28,072,000 | +13.8% | 99,165 | +5.7% | 5.71% | -2.1% |
| Q3 2021 | $24,669,000 | +0.8% | 93,775 | +2.9% | 5.83% | -4.0% |
| Q2 2021 | $24,485,000 | +9.0% | 91,114 | +5.6% | 6.07% | +9.0% |
| Q1 2021 | $22,464,000 | +44.8% | 86,307 | +27.9% | 5.57% | -10.3% |
| Q4 2020 | $15,511,000 | +51.2% | 67,491 | +21.9% | 6.21% | +29.0% |
| Q3 2020 | $10,260,000 | +15.8% | 55,369 | +11.2% | 4.81% | +11.2% |
| Q2 2020 | $8,857,000 | +34.3% | 49,811 | +8.6% | 4.33% | +9.9% |
| Q1 2020 | $6,597,000 | +5.5% | 45,860 | +50.9% | 3.94% | +43.8% |
| Q4 2019 | $6,256,000 | +14.8% | 30,395 | +7.7% | 2.74% | +9.3% |
| Q3 2019 | $5,451,000 | +35.1% | 28,212 | +35.8% | 2.51% | +91.0% |
| Q2 2019 | $4,036,000 | +19.1% | 20,776 | +16.1% | 1.31% | +23.1% |
| Q1 2019 | $3,388,000 | +30.0% | 17,889 | +14.0% | 1.07% | +29.1% |
| Q4 2018 | $2,606,000 | +33.9% | 15,696 | +62.3% | 0.83% | -49.8% |
| Q3 2018 | $1,946,000 | +66.2% | 9,670 | +60.9% | 1.65% | +51.5% |
| Q2 2018 | $1,171,000 | +68.5% | 6,011 | +62.3% | 1.09% | +59.4% |
| Q1 2018 | $695,000 | +29.4% | 3,703 | +30.8% | 0.68% | +29.7% |
| Q4 2017 | $537,000 | – | 2,831 | – | 0.53% | – |
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% |