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 | $9,057,769 | +8.9% | 36,325 | +14.2% | 0.18% | +11.6% |
| Q2 2023 | $8,317,309 | +4.8% | 31,808 | +0.2% | 0.16% | -1.8% |
| Q1 2023 | $7,938,517 | -6.9% | 31,734 | -10.0% | 0.17% | -13.5% |
| Q4 2022 | $8,530,365 | -26.1% | 35,266 | -33.0% | 0.19% | -32.0% |
| Q3 2022 | $11,537,000 | -5.4% | 52,617 | -2.3% | 0.28% | -0.4% |
| Q2 2022 | $12,190,000 | -12.7% | 53,880 | +3.6% | 0.28% | -1.0% |
| Q1 2022 | $13,960,000 | -1.9% | 52,024 | +3.5% | 0.29% | +0.3% |
| Q4 2021 | $14,229,000 | +21.3% | 50,265 | +12.7% | 0.29% | +11.2% |
| Q3 2021 | $11,729,000 | -55.5% | 44,583 | -54.6% | 0.26% | -54.4% |
| Q2 2021 | $26,379,000 | +4.6% | 98,161 | +1.4% | 0.57% | -9.0% |
| Q1 2021 | $25,207,000 | +12.3% | 96,848 | -0.8% | 0.62% | +4.9% |
| Q4 2020 | $22,446,000 | +24.7% | 97,662 | +0.5% | 0.59% | +10.8% |
| Q3 2020 | $18,002,000 | +14.9% | 97,145 | +10.3% | 0.54% | +7.0% |
| Q2 2020 | $15,667,000 | +50.5% | 88,106 | +21.8% | 0.50% | +27.9% |
| Q1 2020 | $10,409,000 | -33.2% | 72,355 | -4.4% | 0.39% | -22.4% |
| Q4 2019 | $15,576,000 | +12.4% | 75,677 | +5.5% | 0.50% | -1.6% |
| Q3 2019 | $13,856,000 | +11.9% | 71,706 | +12.5% | 0.51% | +6.7% |
| Q2 2019 | $12,385,000 | +9.4% | 63,752 | +6.7% | 0.48% | +2.3% |
| Q1 2019 | $11,317,000 | +7.8% | 59,754 | -5.5% | 0.47% | -2.7% |
| Q4 2018 | $10,502,000 | -34.5% | 63,243 | -20.7% | 0.48% | -11.4% |
| Q3 2018 | $16,045,000 | +40.9% | 79,708 | +36.4% | 0.54% | +30.5% |
| Q2 2018 | $11,385,000 | +12.1% | 58,448 | +7.9% | 0.42% | +11.5% |
| Q1 2018 | $10,157,000 | -43.4% | 54,147 | -42.8% | 0.37% | -31.5% |
| Q4 2017 | $17,961,000 | +159.0% | 94,645 | +144.2% | 0.55% | +87.6% |
| Q3 2017 | $6,935,000 | +36.2% | 38,763 | +32.5% | 0.29% | +21.8% |
| Q2 2017 | $5,091,000 | +36.5% | 29,262 | +34.3% | 0.24% | +24.5% |
| Q1 2017 | $3,730,000 | +41.0% | 21,786 | +36.2% | 0.19% | +32.4% |
| Q4 2016 | $2,645,000 | +30.7% | 15,998 | +22.3% | 0.14% | +27.2% |
| Q3 2016 | $2,024,000 | +23.7% | 13,086 | +19.5% | 0.11% | +17.5% |
| Q2 2016 | $1,636,000 | +11.0% | 10,951 | +7.1% | 0.10% | -6.7% |
| Q1 2016 | $1,474,000 | +415.4% | 10,223 | +365.5% | 0.10% | +372.7% |
| Q4 2015 | $286,000 | -90.1% | 2,196 | -89.6% | 0.02% | -90.0% |
| Q3 2015 | $2,878,000 | -7.7% | 21,053 | +1.3% | 0.22% | -4.3% |
| Q2 2015 | $3,118,000 | -4.4% | 20,781 | -3.2% | 0.23% | -12.5% |
| Q1 2015 | $3,262,000 | +3.7% | 21,466 | -1.2% | 0.26% | -3.6% |
| Q4 2014 | $3,145,000 | +13.3% | 21,730 | +7.0% | 0.27% | +3.4% |
| Q3 2014 | $2,776,000 | +5.0% | 20,302 | +9.8% | 0.26% | -2.9% |
| Q2 2014 | $2,644,000 | +45.5% | 18,484 | +39.8% | 0.27% | +9.2% |
| Q1 2014 | $1,817,000 | +2.3% | 13,219 | -0.4% | 0.25% | -6.4% |
| Q4 2013 | $1,777,000 | – | 13,278 | – | 0.27% | – |
Download | ||||||
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% |