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 | $1,523,869 | +5.4% | 6,155 | +11.3% | 0.21% | +7.7% |
| Q2 2023 | $1,446,092 | +2.4% | 5,530 | -2.1% | 0.19% | -4.9% |
| Q1 2023 | $1,412,360 | -18.3% | 5,646 | -21.0% | 0.20% | +14.0% |
| Q4 2022 | $1,728,651 | +77.3% | 7,146 | +60.8% | 0.18% | -14.8% |
| Q3 2022 | $975,000 | -0.5% | 4,445 | +2.6% | 0.21% | +138.6% |
| Q2 2022 | $980,000 | -13.6% | 4,333 | +2.5% | 0.09% | -57.1% |
| Q1 2022 | $1,134,000 | +33.4% | 4,226 | +40.7% | 0.20% | +38.5% |
| Q4 2021 | $850,000 | +15.5% | 3,003 | +7.4% | 0.15% | +13.0% |
| Q3 2021 | $736,000 | +3.4% | 2,797 | +5.5% | 0.13% | -0.8% |
| Q2 2021 | $712,000 | -53.7% | 2,650 | -57.9% | 0.13% | -7.0% |
| Q1 2021 | $1,537,000 | +96.8% | 6,300 | +85.5% | 0.14% | 0.0% |
| Q4 2020 | $781,000 | +72.4% | 3,397 | +39.1% | 0.14% | +25.7% |
| Q3 2020 | $453,000 | +0.4% | 2,443 | -3.6% | 0.11% | +4.6% |
| Q2 2020 | $451,000 | +17.1% | 2,534 | -5.2% | 0.11% | -8.5% |
| Q1 2020 | $385,000 | – | 2,673 | – | 0.12% | – |
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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% |