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 | $26,847,547 | -1.8% | 107,670 | +2.9% | 1.74% | +10.8% |
| Q2 2023 | $27,351,047 | +5.3% | 104,601 | +0.7% | 1.57% | -1.9% |
| Q1 2023 | $25,985,534 | +16.2% | 103,876 | +12.4% | 1.60% | +2.6% |
| Q4 2022 | $22,360,281 | -31.8% | 92,440 | -38.1% | 1.56% | -42.1% |
| Q3 2022 | $32,767,000 | +4.4% | 149,444 | +7.7% | 2.70% | -0.7% |
| Q2 2022 | $31,382,000 | -4.4% | 138,719 | +13.4% | 2.71% | +20.6% |
| Q1 2022 | $32,837,000 | +795.7% | 122,370 | +845.0% | 2.25% | +765.4% |
| Q4 2021 | $3,666,000 | +31.6% | 12,949 | +22.3% | 0.26% | +17.1% |
| Q3 2021 | $2,785,000 | -2.8% | 10,587 | -0.7% | 0.22% | -3.1% |
| Q2 2021 | $2,865,000 | +2.7% | 10,662 | -0.6% | 0.23% | -2.1% |
| Q1 2021 | $2,791,000 | +3.8% | 10,723 | -8.3% | 0.23% | +3.5% |
| Q4 2020 | $2,688,000 | +12.0% | 11,695 | -9.7% | 0.23% | -5.8% |
| Q3 2020 | $2,400,000 | -14.2% | 12,952 | -17.7% | 0.24% | -18.1% |
| Q2 2020 | $2,797,000 | +18.6% | 15,729 | -4.1% | 0.29% | +4.3% |
| Q1 2020 | $2,359,000 | -27.5% | 16,401 | +3.7% | 0.28% | -11.4% |
| Q4 2019 | $3,256,000 | +43.6% | 15,818 | +34.8% | 0.32% | +38.4% |
| Q3 2019 | $2,267,000 | +28.0% | 11,732 | +28.7% | 0.23% | +34.7% |
| Q2 2019 | $1,771,000 | +17.4% | 9,117 | +14.5% | 0.17% | +14.1% |
| Q1 2019 | $1,508,000 | +0.5% | 7,962 | -11.9% | 0.15% | -8.6% |
| Q4 2018 | $1,501,000 | – | 9,037 | – | 0.16% | – |
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% |