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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $353,501 | -58.6% | 1,413 | -60.0% | 0.16% | -50.5% |
| Q4 2022 | $854,706 | +122.6% | 3,533 | +101.8% | 0.33% | +50.5% |
| Q3 2022 | $384,000 | -5.0% | 1,751 | -2.0% | 0.22% | -2.2% |
| Q2 2022 | $404,000 | -62.8% | 1,787 | -55.9% | 0.22% | -30.3% |
| Q1 2022 | $1,086,000 | -24.3% | 4,049 | -20.1% | 0.32% | -15.7% |
| Q4 2021 | $1,434,000 | -44.3% | 5,068 | -48.2% | 0.38% | -32.1% |
| Q3 2021 | $2,575,000 | -67.1% | 9,788 | -66.4% | 0.56% | -62.1% |
| Q2 2021 | $7,834,000 | -35.0% | 29,127 | -37.1% | 1.49% | -36.5% |
| Q1 2021 | $12,044,000 | -26.0% | 46,271 | -34.7% | 2.34% | -19.3% |
| Q4 2020 | $16,283,000 | -1.1% | 70,846 | -20.3% | 2.91% | -14.1% |
| Q3 2020 | $16,469,000 | -4.2% | 88,871 | -8.1% | 3.38% | -9.7% |
| Q2 2020 | $17,189,000 | +19.3% | 96,664 | -3.5% | 3.74% | +5.0% |
| Q1 2020 | $14,410,000 | -28.6% | 100,169 | +2.2% | 3.57% | -12.0% |
| Q4 2019 | $20,180,000 | +5.9% | 98,045 | -0.6% | 4.06% | -4.2% |
| Q3 2019 | $19,057,000 | +9.5% | 98,625 | +10.1% | 4.23% | -13.8% |
| Q2 2019 | $17,399,000 | +7.2% | 89,565 | +4.5% | 4.91% | -0.6% |
| Q1 2019 | $16,232,000 | +17.4% | 85,701 | +2.9% | 4.94% | -2.8% |
| Q4 2018 | $13,830,000 | -31.2% | 83,285 | -16.6% | 5.09% | -14.0% |
| Q3 2018 | $20,104,000 | -2.6% | 99,876 | -2.9% | 5.92% | -1.5% |
| Q2 2018 | $20,640,000 | +46.5% | 102,833 | +36.9% | 6.00% | +47.2% |
| Q1 2018 | $14,092,000 | +1.4% | 75,131 | +7.6% | 4.08% | +16.7% |
| Q4 2017 | $13,891,000 | – | 69,799 | – | 3.50% | – |
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% |