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 | $1,943,284 | -5.7% | 7,793 | -1.1% | 0.51% | -2.7% |
| Q2 2023 | $2,060,044 | +10.6% | 7,878 | +5.8% | 0.52% | +6.3% |
| Q1 2023 | $1,862,458 | -1.8% | 7,445 | -5.1% | 0.49% | -3.9% |
| Q4 2022 | $1,897,545 | +16.4% | 7,845 | +5.5% | 0.51% | +4.7% |
| Q3 2022 | $1,630,000 | -33.9% | 7,436 | -31.8% | 0.49% | -31.8% |
| Q2 2022 | $2,465,000 | +26.8% | 10,897 | +49.7% | 0.72% | +50.6% |
| Q1 2022 | $1,944,000 | +1.3% | 7,278 | +7.3% | 0.48% | -10.0% |
| Q4 2021 | $1,919,000 | +7.9% | 6,780 | +0.3% | 0.53% | -4.5% |
| Q3 2021 | $1,778,000 | -6.4% | 6,759 | -4.4% | 0.55% | -9.8% |
| Q2 2021 | $1,900,000 | +10.0% | 7,070 | +6.5% | 0.61% | -2.2% |
| Q1 2021 | $1,728,000 | +10.9% | 6,638 | -2.1% | 0.63% | -1.4% |
| Q4 2020 | $1,558,000 | +17.9% | 6,781 | -4.9% | 0.64% | -8.6% |
| Q3 2020 | $1,322,000 | +4.6% | 7,133 | +0.4% | 0.70% | -2.8% |
| Q2 2020 | $1,264,000 | +11.4% | 7,108 | -9.9% | 0.72% | +4.8% |
| Q1 2020 | $1,135,000 | -16.4% | 7,892 | +19.7% | 0.68% | -6.2% |
| Q4 2019 | $1,357,000 | +5.4% | 6,595 | -1.0% | 0.73% | -3.6% |
| Q3 2019 | $1,287,000 | +1.3% | 6,661 | +1.8% | 0.76% | +0.3% |
| Q2 2019 | $1,271,000 | +5.3% | 6,543 | +2.7% | 0.75% | -0.8% |
| Q1 2019 | $1,207,000 | +20.8% | 6,372 | +6.0% | 0.76% | +10.6% |
| Q4 2018 | $999,000 | -14.6% | 6,014 | +3.5% | 0.69% | -10.1% |
| Q3 2018 | $1,170,000 | +10.6% | 5,813 | +7.0% | 0.76% | +3.0% |
| Q2 2018 | $1,058,000 | +11.5% | 5,433 | +7.4% | 0.74% | +4.5% |
| Q1 2018 | $949,000 | +8.3% | 5,060 | +9.6% | 0.71% | +5.0% |
| Q4 2017 | $876,000 | – | 4,618 | – | 0.68% | – |
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% |