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 | $9,417 | -10.4% | 37,765 | -10.1% | 2.69% | +1.2% |
| Q1 2023 | $10,511 | -48.8% | 42,016 | -50.5% | 2.66% | -8.5% |
| Q4 2022 | $20,549 | -99.8% | 84,953 | +109.7% | 2.91% | +14.5% |
| Q3 2022 | $8,883,000 | -4.6% | 40,514 | -1.5% | 2.54% | +0.6% |
| Q2 2022 | $9,307,000 | -28.3% | 41,139 | -14.9% | 2.52% | -28.4% |
| Q1 2022 | $12,978,000 | -66.0% | 48,365 | -64.1% | 3.53% | -64.0% |
| Q4 2021 | $38,168,000 | +7.2% | 134,832 | +1.7% | 9.78% | +6.3% |
| Q2 2021 | $35,618,000 | -7.3% | 132,543 | -10.2% | 9.20% | -3.6% |
| Q1 2021 | $38,412,000 | +12.0% | 147,579 | -1.1% | 9.55% | +10.9% |
| Q4 2020 | $34,299,000 | +25.3% | 149,236 | +1.0% | 8.61% | +9.2% |
| Q3 2020 | $27,372,000 | +3.2% | 147,710 | -0.9% | 7.89% | -2.2% |
| Q2 2020 | $26,517,000 | +24.0% | 149,126 | +0.3% | 8.06% | +8.7% |
| Q1 2020 | $21,388,000 | -20.8% | 148,672 | +13.3% | 7.42% | -1.3% |
| Q4 2019 | $27,002,000 | +9.2% | 131,192 | +2.5% | 7.52% | -0.0% |
| Q3 2019 | $24,721,000 | +1.7% | 127,935 | +2.3% | 7.52% | -0.5% |
| Q2 2019 | $24,301,000 | +3.4% | 125,097 | +0.8% | 7.56% | -2.0% |
| Q1 2019 | $23,507,000 | +15.0% | 124,115 | +0.8% | 7.72% | +2.8% |
| Q4 2018 | $20,447,000 | – | 123,131 | – | 7.51% | – |
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% |