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 | $6,485,584 | +86.3% | 25,891 | +94.5% | 0.44% | +77.6% |
| Q2 2023 | $3,480,615 | -72.0% | 13,311 | -73.2% | 0.25% | -74.3% |
| Q1 2023 | $12,436,071 | +34.9% | 49,712 | +30.4% | 0.96% | +6.6% |
| Q4 2022 | $9,219,381 | +29.6% | 38,113 | +17.4% | 0.90% | +20.9% |
| Q3 2022 | $7,116,000 | -21.3% | 32,455 | -18.8% | 0.74% | -12.9% |
| Q2 2022 | $9,047,000 | -24.0% | 39,991 | -9.8% | 0.85% | -14.6% |
| Q1 2022 | $11,900,000 | +72.1% | 44,347 | +81.6% | 1.00% | +71.6% |
| Q4 2021 | $6,914,000 | +748.3% | 24,426 | +688.2% | 0.58% | +532.6% |
| Q3 2021 | $815,000 | +0.9% | 3,099 | +3.0% | 0.09% | -5.2% |
| Q2 2021 | $808,000 | -7.8% | 3,008 | -10.7% | 0.10% | -30.7% |
| Q1 2021 | $876,000 | +68.1% | 3,368 | +48.4% | 0.14% | +28.4% |
| Q4 2020 | $521,000 | +18.7% | 2,270 | -4.3% | 0.11% | +0.9% |
| Q3 2020 | $439,000 | -7.6% | 2,371 | -11.3% | 0.11% | -21.2% |
| Q2 2020 | $475,000 | -79.3% | 2,673 | -83.2% | 0.14% | -82.5% |
| Q1 2020 | $2,290,000 | +3.0% | 15,918 | +47.3% | 0.78% | -30.2% |
| Q4 2019 | $2,223,000 | -5.9% | 10,804 | -11.7% | 1.12% | -6.3% |
| Q3 2019 | $2,363,000 | +5.0% | 12,230 | +5.6% | 1.20% | -45.4% |
| Q2 2019 | $2,251,000 | +10.6% | 11,585 | +7.8% | 2.19% | +25.9% |
| Q1 2019 | $2,035,000 | +43.0% | 10,744 | +25.4% | 1.74% | +22.2% |
| Q4 2018 | $1,423,000 | – | 8,568 | – | 1.42% | – |
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% |