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 | $932,818 | -6.3% | 3,741 | -1.8% | 0.32% | -4.2% |
| Q2 2023 | $996,042 | +3.5% | 3,809 | -1.0% | 0.33% | -1.2% |
| Q1 2023 | $962,428 | -2.4% | 3,847 | -5.7% | 0.34% | -4.0% |
| Q4 2022 | $986,487 | +19.4% | 4,078 | +8.2% | 0.35% | -8.2% |
| Q3 2022 | $826,000 | -9.4% | 3,768 | -6.5% | 0.38% | +1.6% |
| Q2 2022 | $912,000 | -8.9% | 4,029 | +8.0% | 0.37% | -10.5% |
| Q1 2022 | $1,001,000 | -10.9% | 3,731 | -5.9% | 0.42% | -21.4% |
| Q4 2021 | $1,123,000 | +564.5% | 3,966 | +516.8% | 0.53% | +411.5% |
| Q3 2021 | $169,000 | -2.3% | 643 | 0.0% | 0.10% | +1.0% |
| Q2 2021 | $173,000 | +3.6% | 643 | 0.0% | 0.10% | -2.8% |
| Q1 2021 | $167,000 | +12.8% | 643 | 0.0% | 0.11% | +16.5% |
| Q4 2020 | $148,000 | -23.3% | 643 | -38.4% | 0.09% | -27.8% |
| Q3 2020 | $193,000 | -0.5% | 1,043 | -4.6% | 0.13% | -3.8% |
| Q2 2020 | $194,000 | +14.1% | 1,093 | -7.3% | 0.13% | +7.4% |
| Q1 2020 | $170,000 | +93.2% | 1,179 | +176.1% | 0.12% | +130.2% |
| Q4 2019 | $88,000 | -3.3% | 427 | -5.1% | 0.05% | -35.4% |
| Q3 2018 | $91,000 | -99.9% | 450 | +5.4% | 0.08% | +1.2% |
| Q2 2018 | $83,172,000 | +103865.0% | 427 | 0.0% | 0.08% | +3.8% |
| Q1 2018 | $80,000 | -16.7% | 427 | -15.8% | 0.08% | -6.0% |
| Q4 2017 | $96,000 | – | 507 | – | 0.08% | – |
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% |