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 | $4,038 | -4.9% | 16,193 | -0.3% | 0.74% | -3.1% |
| Q2 2023 | $4,248 | +4.4% | 16,248 | -1.4% | 0.76% | -3.3% |
| Q1 2023 | $4,068 | -3.6% | 16,486 | -3.2% | 0.79% | -9.6% |
| Q4 2022 | $4,222 | -99.9% | 17,024 | -0.9% | 0.87% | -9.6% |
| Q3 2022 | $3,879,000 | -2.4% | 17,187 | -1.6% | 0.97% | -4.8% |
| Q2 2022 | $3,973,000 | -65.9% | 17,473 | -60.8% | 1.02% | -52.9% |
| Q1 2022 | $11,638,000 | -11.4% | 44,605 | -3.1% | 2.15% | -10.7% |
| Q4 2021 | $13,140,000 | +6.4% | 46,047 | -0.3% | 2.41% | -6.7% |
| Q3 2021 | $12,345,000 | +3.2% | 46,178 | +3.7% | 2.58% | -0.1% |
| Q2 2021 | $11,966,000 | +7.4% | 44,529 | +4.1% | 2.59% | -2.6% |
| Q1 2021 | $11,137,000 | +65.1% | 42,790 | +45.8% | 2.65% | +54.5% |
| Q4 2020 | $6,744,000 | +34.3% | 29,345 | +14.9% | 1.72% | +17.7% |
| Q3 2020 | $5,023,000 | +58.0% | 25,531 | +42.8% | 1.46% | +44.4% |
| Q2 2020 | $3,179,000 | +182.1% | 17,878 | +128.2% | 1.01% | +122.7% |
| Q1 2020 | $1,127,000 | -19.2% | 7,833 | +15.6% | 0.45% | -11.5% |
| Q4 2019 | $1,395,000 | +9.2% | 6,778 | -0.8% | 0.51% | -7.9% |
| Q3 2019 | $1,278,000 | -8.1% | 6,834 | -4.2% | 0.56% | -8.7% |
| Q2 2019 | $1,390,000 | -3.9% | 7,135 | -6.6% | 0.61% | -24.9% |
| Q1 2019 | $1,447,000 | +24.8% | 7,642 | +9.5% | 0.81% | +2.4% |
| Q4 2018 | $1,159,000 | -15.2% | 6,982 | +2.9% | 0.79% | -10.6% |
| Q3 2018 | $1,366,000 | +58.3% | 6,784 | +53.1% | 0.89% | +31.4% |
| Q2 2018 | $863,000 | +22.1% | 4,430 | +17.6% | 0.68% | +12.9% |
| Q1 2018 | $707,000 | +51.4% | 3,768 | +53.1% | 0.60% | +48.8% |
| Q4 2017 | $467,000 | – | 2,461 | – | 0.40% | – |
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% |