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 | $1,381,649 | -8.4% | 5,541 | -3.9% | 0.89% | -5.7% |
| Q2 2023 | $1,507,956 | -4.7% | 5,767 | -8.8% | 0.94% | -4.2% |
| Q1 2023 | $1,582,634 | +3.5% | 6,326 | +0.1% | 0.98% | +2.5% |
| Q4 2022 | $1,528,947 | +4.3% | 6,321 | -5.4% | 0.96% | -5.9% |
| Q3 2022 | $1,466,000 | -3.0% | 6,685 | +0.0% | 1.02% | +4.1% |
| Q2 2022 | $1,512,000 | -20.5% | 6,684 | -5.7% | 0.98% | -4.1% |
| Q1 2022 | $1,902,000 | -5.3% | 7,089 | -0.1% | 1.02% | -4.7% |
| Q4 2021 | $2,009,000 | +3.4% | 7,098 | -3.9% | 1.07% | -4.8% |
| Q3 2021 | $1,943,000 | -3.5% | 7,386 | -1.4% | 1.12% | +0.1% |
| Q2 2021 | $2,013,000 | +1.6% | 7,491 | -1.6% | 1.12% | -2.7% |
| Q1 2021 | $1,982,000 | +10.5% | 7,614 | -2.5% | 1.16% | -3.3% |
| Q4 2020 | $1,794,000 | +18.5% | 7,807 | -4.5% | 1.20% | +7.9% |
| Q3 2020 | $1,514,000 | +3.4% | 8,172 | -0.8% | 1.11% | +2.5% |
| Q2 2020 | $1,464,000 | +22.0% | 8,235 | -1.3% | 1.08% | +1.9% |
| Q1 2020 | $1,200,000 | -32.4% | 8,340 | -3.3% | 1.06% | -10.2% |
| Q4 2019 | $1,775,000 | +3.9% | 8,624 | -2.5% | 1.18% | -2.5% |
| Q3 2019 | $1,709,000 | -4.1% | 8,844 | -3.6% | 1.21% | -4.6% |
| Q2 2019 | $1,782,000 | +0.9% | 9,173 | -1.6% | 1.27% | +4.6% |
| Q1 2019 | $1,766,000 | +14.0% | 9,324 | -0.0% | 1.21% | +2.6% |
| Q4 2018 | $1,549,000 | -16.1% | 9,327 | +1.6% | 1.18% | -9.4% |
| Q3 2018 | $1,847,000 | +2.4% | 9,178 | -0.9% | 1.30% | -3.1% |
| Q2 2018 | $1,803,000 | +18.6% | 9,257 | +14.2% | 1.35% | +14.2% |
| Q1 2018 | $1,520,000 | -3.1% | 8,105 | -1.9% | 1.18% | +1.2% |
| Q4 2017 | $1,568,000 | – | 8,262 | – | 1.17% | – |
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% |