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 | $27,530,628 | +0.5% | 109,910 | +4.9% | 2.14% | +3.4% |
| Q2 2023 | $27,399,705 | +7.0% | 104,787 | +2.4% | 2.07% | -0.4% |
| Q1 2023 | $25,606,628 | +16.3% | 102,361 | +12.4% | 2.08% | +8.2% |
| Q4 2022 | $22,026,503 | +15.1% | 91,060 | +4.3% | 1.92% | +4.0% |
| Q3 2022 | $19,143,000 | +1.8% | 87,309 | +5.1% | 1.84% | +12.2% |
| Q2 2022 | $18,796,000 | -22.5% | 83,083 | -8.1% | 1.64% | -8.2% |
| Q1 2022 | $24,261,000 | +3.8% | 90,411 | +9.5% | 1.79% | +4.9% |
| Q4 2021 | $23,380,000 | +15.8% | 82,592 | +7.6% | 1.71% | +8.6% |
| Q3 2021 | $20,189,000 | +9.4% | 76,743 | +11.7% | 1.57% | -5.4% |
| Q2 2021 | $18,459,000 | +24.6% | 68,688 | +20.6% | 1.66% | +15.4% |
| Q1 2021 | $14,819,000 | +35.3% | 56,933 | +19.4% | 1.44% | +21.4% |
| Q4 2020 | $10,955,000 | +37.0% | 47,665 | +10.5% | 1.19% | +19.3% |
| Q3 2020 | $7,996,000 | +8.2% | 43,151 | +3.9% | 0.99% | +0.1% |
| Q2 2020 | $7,387,000 | +13.0% | 41,543 | -8.6% | 0.99% | -7.8% |
| Q1 2020 | $6,538,000 | -19.0% | 45,449 | +16.0% | 1.08% | +7.7% |
| Q4 2019 | $8,067,000 | +15.4% | 39,193 | +8.3% | 1.00% | +6.5% |
| Q3 2019 | $6,993,000 | +11.2% | 36,188 | +11.8% | 0.94% | +9.7% |
| Q2 2019 | $6,286,000 | -42.9% | 32,357 | -44.3% | 0.86% | +11.3% |
| Q1 2019 | $11,004,000 | +199.3% | 58,098 | +162.4% | 0.77% | +28.0% |
| Q4 2018 | $3,677,000 | +192.1% | 22,145 | +254.0% | 0.60% | +241.5% |
| Q3 2018 | $1,259,000 | +29.7% | 6,255 | +25.5% | 0.18% | +23.1% |
| Q2 2018 | $971,000 | +5.5% | 4,985 | +1.6% | 0.14% | +5.1% |
| Q1 2018 | $920,000 | +1.4% | 4,906 | +2.6% | 0.14% | +4.6% |
| Q4 2017 | $907,000 | +6.7% | 4,781 | +0.7% | 0.13% | 0.0% |
| Q3 2017 | $850,000 | +16.3% | 4,750 | +13.0% | 0.13% | +13.0% |
| Q2 2017 | $731,000 | +80.5% | 4,205 | +77.8% | 0.12% | +76.9% |
| Q1 2017 | $405,000 | +3.6% | 2,365 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $391,000 | +6.8% | 2,365 | 0.0% | 0.06% | +3.2% |
| Q3 2016 | $366,000 | – | 2,365 | – | 0.06% | – |
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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% |