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 | $488,228 | -4.0% | 1,958 | +0.7% | 0.34% | 0.0% |
| Q2 2023 | $508,579 | +3.7% | 1,945 | -0.8% | 0.34% | -1.2% |
| Q1 2023 | $490,564 | +5.7% | 1,961 | +2.2% | 0.34% | -1.2% |
| Q4 2022 | $464,187 | +15.2% | 1,919 | +4.4% | 0.34% | +1.2% |
| Q3 2022 | $403,000 | -1.5% | 1,838 | +1.6% | 0.34% | +3.7% |
| Q2 2022 | $409,000 | -13.0% | 1,809 | +3.3% | 0.33% | -0.9% |
| Q1 2022 | $470,000 | -3.7% | 1,751 | +1.5% | 0.33% | +4.7% |
| Q4 2021 | $488,000 | +8.2% | 1,725 | +0.7% | 0.32% | +1.6% |
| Q3 2021 | $451,000 | -3.0% | 1,713 | -1.1% | 0.31% | -1.6% |
| Q2 2021 | $465,000 | +8.6% | 1,732 | +5.4% | 0.32% | +0.3% |
| Q1 2021 | $428,000 | +15.7% | 1,643 | +2.2% | 0.32% | +17.5% |
| Q4 2020 | $370,000 | +28.5% | 1,608 | +3.5% | 0.27% | +17.0% |
| Q3 2020 | $288,000 | +68.4% | 1,553 | +61.3% | 0.23% | +49.7% |
| Q2 2020 | $171,000 | +17.9% | 963 | -4.2% | 0.15% | -3.2% |
| Q1 2020 | $145,000 | -42.7% | 1,005 | -18.2% | 0.16% | -33.1% |
| Q4 2019 | $253,000 | +9.5% | 1,228 | +2.5% | 0.24% | +2.2% |
| Q3 2019 | $231,000 | +4.1% | 1,198 | +4.8% | 0.23% | +2.7% |
| Q2 2019 | $222,000 | +2.8% | 1,143 | 0.0% | 0.22% | +3.2% |
| Q1 2019 | $216,000 | +13.7% | 1,143 | 0.0% | 0.22% | +6.9% |
| Q4 2018 | $190,000 | -9.1% | 1,143 | +10.0% | 0.20% | +5.2% |
| Q3 2018 | $209,000 | -7.5% | 1,039 | -10.4% | 0.19% | -11.0% |
| Q2 2018 | $226,000 | +18.3% | 1,160 | +13.7% | 0.22% | +16.6% |
| Q1 2018 | $191,000 | -5.0% | 1,020 | -3.8% | 0.19% | -2.6% |
| Q4 2017 | $201,000 | – | 1,060 | – | 0.19% | – |
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% |