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 | $12,190 | -7.9% | 48,885 | -3.4% | 5.17% | -3.7% |
| Q2 2023 | $13,229 | +9.9% | 50,592 | +5.2% | 5.37% | +2.5% |
| Q1 2023 | $12,035 | +4.7% | 48,107 | +1.2% | 5.24% | -2.9% |
| Q4 2022 | $11,499 | -99.9% | 47,539 | -9.1% | 5.39% | -11.5% |
| Q3 2022 | $11,462,000 | +16.8% | 52,276 | +20.5% | 6.09% | +21.7% |
| Q2 2022 | $9,811,000 | -15.5% | 43,369 | +0.3% | 5.00% | -5.8% |
| Q1 2022 | $11,604,000 | +1.8% | 43,244 | +7.4% | 5.31% | +6.1% |
| Q4 2021 | $11,402,000 | +7.0% | 40,280 | -0.6% | 5.01% | -1.5% |
| Q3 2021 | $10,655,000 | +2.4% | 40,504 | +4.6% | 5.08% | +3.8% |
| Q2 2021 | $10,401,000 | +5.4% | 38,706 | +2.1% | 4.90% | -15.6% |
| Q1 2021 | $9,867,000 | +16.2% | 37,910 | +2.6% | 5.80% | +5.0% |
| Q4 2020 | $8,493,000 | +20.2% | 36,952 | -3.1% | 5.52% | +3.8% |
| Q3 2020 | $7,066,000 | +40.1% | 38,130 | +34.5% | 5.32% | +30.4% |
| Q2 2020 | $5,042,000 | +8032.3% | 28,355 | +6525.0% | 4.08% | +6475.8% |
| Q1 2020 | $62,000 | -35.4% | 428 | -8.5% | 0.06% | -12.7% |
| Q4 2019 | $96,000 | +772.7% | 468 | +706.9% | 0.07% | +688.9% |
| Q3 2019 | $11,000 | +37.5% | 58 | +45.0% | 0.01% | +50.0% |
| Q2 2019 | $8,000 | +14.3% | 40 | +8.1% | 0.01% | 0.0% |
| Q1 2019 | $7,000 | -94.2% | 37 | -94.9% | 0.01% | -94.7% |
| Q4 2018 | $120,000 | +2300.0% | 724 | +3047.8% | 0.11% | +2750.0% |
| Q3 2018 | $5,000 | +25.0% | 23 | +9.5% | 0.00% | +33.3% |
| Q2 2018 | $4,000 | +33.3% | 21 | +16.7% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | -50.0% | 18 | -37.9% | 0.00% | -40.0% |
| Q4 2017 | $6,000 | – | 29 | – | 0.01% | – |
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% |