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 | $21,518,736 | -1.6% | 86,299 | +3.2% | 2.84% | +2.0% |
| Q2 2023 | $21,862,937 | +4.8% | 83,612 | +0.3% | 2.78% | -1.8% |
| Q1 2023 | $20,854,120 | +1.2% | 83,363 | -2.1% | 2.84% | -0.9% |
| Q4 2022 | $20,601,254 | +7.5% | 85,168 | -2.6% | 2.86% | -1.7% |
| Q3 2022 | $19,165,000 | +29.2% | 87,407 | +33.3% | 2.91% | +27.1% |
| Q2 2022 | $14,832,000 | -8.3% | 65,562 | +8.8% | 2.29% | +3.7% |
| Q1 2022 | $16,172,000 | +1.6% | 60,265 | +7.2% | 2.21% | -0.2% |
| Q4 2021 | $15,917,000 | +12.7% | 56,227 | +4.7% | 2.21% | +2.6% |
| Q3 2021 | $14,126,000 | +1.7% | 53,697 | +3.9% | 2.16% | +3.0% |
| Q2 2021 | $13,889,000 | +6.6% | 51,684 | +3.2% | 2.09% | -0.8% |
| Q1 2021 | $13,033,000 | +17.8% | 50,072 | +4.0% | 2.11% | +2.1% |
| Q4 2020 | $11,067,000 | +25.7% | 48,155 | +1.3% | 2.06% | +12.9% |
| Q3 2020 | $8,806,000 | +2.8% | 47,520 | -1.3% | 1.83% | -3.3% |
| Q2 2020 | $8,566,000 | +35.2% | 48,170 | +9.4% | 1.89% | +13.3% |
| Q1 2020 | $6,335,000 | -30.0% | 44,033 | +0.1% | 1.67% | -11.1% |
| Q4 2019 | $9,052,000 | +8.8% | 43,982 | +2.1% | 1.88% | +2.1% |
| Q3 2019 | $8,322,000 | +4.6% | 43,066 | +5.1% | 1.84% | +2.8% |
| Q2 2019 | $7,959,000 | +162.0% | 40,968 | +155.4% | 1.79% | +147.6% |
| Q1 2019 | $3,038,000 | +20.0% | 16,040 | +5.2% | 0.72% | +5.1% |
| Q4 2018 | $2,532,000 | +55.9% | 15,246 | +89.0% | 0.69% | +85.9% |
| Q3 2018 | $1,624,000 | +26.9% | 8,068 | +22.7% | 0.37% | +15.3% |
| Q2 2018 | $1,280,000 | +103.5% | 6,573 | +96.0% | 0.32% | +89.9% |
| Q1 2018 | $629,000 | +9.4% | 3,353 | +10.6% | 0.17% | +9.0% |
| Q4 2017 | $575,000 | +18.6% | 3,032 | +11.8% | 0.16% | +12.3% |
| Q3 2017 | $485,000 | +28.6% | 2,713 | +25.3% | 0.14% | +9.5% |
| Q2 2017 | $377,000 | +54.5% | 2,165 | +52.1% | 0.13% | +43.2% |
| Q1 2017 | $244,000 | – | 1,423 | – | 0.09% | – |
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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% |