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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,689,945 | +3.6% | 6,463 | -0.9% | 0.35% | -11.1% |
| Q1 2023 | $1,631,794 | +3.8% | 6,523 | +0.4% | 0.40% | +1.5% |
| Q4 2022 | $1,572,043 | +0.3% | 6,499 | +0.3% | 0.39% | -5.8% |
| Q3 2022 | $1,567,000 | +10.5% | 6,479 | +3.4% | 0.42% | 0.0% |
| Q2 2022 | $1,418,000 | -16.4% | 6,268 | -0.8% | 0.42% | -22.1% |
| Q1 2022 | $1,696,000 | -5.2% | 6,320 | 0.0% | 0.53% | -4.1% |
| Q4 2021 | $1,789,000 | +7.0% | 6,320 | -0.5% | 0.56% | -3.1% |
| Q3 2021 | $1,672,000 | +1.4% | 6,354 | +3.6% | 0.57% | 0.0% |
| Q2 2021 | $1,649,000 | +5.9% | 6,136 | +2.6% | 0.57% | -4.7% |
| Q1 2021 | $1,557,000 | +17.5% | 5,981 | +3.8% | 0.60% | +2.4% |
| Q4 2020 | $1,325,000 | +23.9% | 5,764 | -0.1% | 0.59% | +10.1% |
| Q3 2020 | $1,069,000 | +0.4% | 5,770 | -3.7% | 0.53% | -7.0% |
| Q2 2020 | $1,065,000 | +23.4% | 5,990 | -0.2% | 0.57% | +0.5% |
| Q1 2020 | $863,000 | -30.0% | 6,000 | +0.2% | 0.57% | -18.3% |
| Q4 2019 | $1,233,000 | +8.0% | 5,990 | +1.4% | 0.70% | +1.7% |
| Q3 2019 | $1,142,000 | -0.5% | 5,909 | 0.0% | 0.69% | -1.6% |
| Q2 2019 | $1,148,000 | +2.6% | 5,909 | 0.0% | 0.70% | -2.2% |
| Q1 2019 | $1,119,000 | +15.7% | 5,909 | +1.4% | 0.71% | +2.6% |
| Q4 2018 | $967,000 | -13.2% | 5,826 | 0.0% | 0.70% | -6.3% |
| Q3 2018 | $1,114,000 | -1.9% | 5,826 | 0.0% | 0.74% | -11.0% |
| Q2 2018 | $1,135,000 | +0.4% | 5,826 | -3.3% | 0.84% | -2.8% |
| Q1 2018 | $1,130,000 | -1.2% | 6,026 | 0.0% | 0.86% | -16.5% |
| Q4 2017 | $1,144,000 | – | 6,026 | – | 1.03% | – |
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% |