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 | $85,656,749 | -5.2% | 343,519 | -0.6% | 0.33% | -5.7% |
| Q2 2023 | $90,377,622 | +120065.4% | 345,637 | +15.0% | 0.35% | +8.4% |
| Q1 2023 | $75,211 | +106.8% | 300,658 | +99.9% | 0.32% | +76.5% |
| Q4 2022 | $36,372 | -99.9% | 150,371 | +9.2% | 0.18% | +17.3% |
| Q3 2022 | $30,194,000 | +0.3% | 137,714 | +3.5% | 0.16% | -2.5% |
| Q2 2022 | $30,100,000 | -3.8% | 133,058 | +14.1% | 0.16% | +6.0% |
| Q1 2022 | $31,304,000 | -7.1% | 116,662 | -2.0% | 0.15% | -3.8% |
| Q4 2021 | $33,681,000 | +36.8% | 118,988 | +27.1% | 0.16% | +21.7% |
| Q3 2021 | $24,626,000 | +23.2% | 93,618 | +25.9% | 0.13% | +14.2% |
| Q2 2021 | $19,981,000 | +9.7% | 74,357 | +6.3% | 0.11% | -8.1% |
| Q1 2021 | $18,213,000 | +11.6% | 69,980 | -1.5% | 0.12% | -0.8% |
| Q4 2020 | $16,321,000 | +38.3% | 71,022 | +11.5% | 0.12% | +11.7% |
| Q3 2020 | $11,799,000 | +6.6% | 63,674 | +2.3% | 0.11% | -4.3% |
| Q2 2020 | $11,064,000 | -29.4% | 62,220 | -42.9% | 0.12% | -43.7% |
| Q1 2020 | $15,667,000 | -3.0% | 108,901 | +38.8% | 0.21% | +2.5% |
| Q4 2019 | $16,153,000 | +58.6% | 78,484 | +48.9% | 0.20% | +45.7% |
| Q3 2019 | $10,184,000 | +35.8% | 52,701 | +36.5% | 0.14% | +31.4% |
| Q2 2019 | $7,500,000 | +1133.6% | 38,609 | +1103.9% | 0.10% | +1066.7% |
| Q1 2019 | $608,000 | -1.8% | 3,207 | -14.0% | 0.01% | -18.2% |
| Q4 2018 | $619,000 | +206.4% | 3,729 | +272.5% | 0.01% | +266.7% |
| Q3 2018 | $202,000 | +117.2% | 1,001 | +109.0% | 0.00% | +50.0% |
| Q2 2018 | $93,000 | +3.3% | 479 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $90,000 | – | 479 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |