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 | $25,223,086 | -36.6% | 101,155 | -33.5% | 0.66% | -34.6% |
| Q2 2023 | $39,777,892 | +4.2% | 152,126 | -0.3% | 1.01% | -1.5% |
| Q1 2023 | $38,182,455 | +6.3% | 152,632 | +2.8% | 1.03% | +0.7% |
| Q4 2022 | $35,911,196 | +5.9% | 148,461 | -2.0% | 1.02% | -3.0% |
| Q3 2022 | $33,896,000 | +39.4% | 151,512 | +41.0% | 1.05% | +44.2% |
| Q2 2022 | $24,309,000 | -15.9% | 107,454 | -0.3% | 0.73% | -8.0% |
| Q1 2022 | $28,907,000 | -37.7% | 107,726 | -34.3% | 0.79% | -36.3% |
| Q4 2021 | $46,402,000 | +8.6% | 163,917 | +1.0% | 1.24% | -2.0% |
| Q3 2021 | $42,708,000 | +2.8% | 162,343 | +5.0% | 1.27% | +2.0% |
| Q2 2021 | $41,538,000 | +10.6% | 154,573 | +7.1% | 1.24% | +1.1% |
| Q1 2021 | $37,558,000 | +83.4% | 144,297 | +61.9% | 1.23% | +68.5% |
| Q4 2020 | $20,478,000 | +49.0% | 89,102 | +20.1% | 0.73% | +31.1% |
| Q3 2020 | $13,746,000 | +2.1% | 74,181 | +5.4% | 0.56% | -0.5% |
| Q2 2020 | $13,464,000 | -3.2% | 70,398 | -27.2% | 0.56% | -25.7% |
| Q1 2020 | $13,906,000 | +0.6% | 96,664 | +43.9% | 0.75% | +25.9% |
| Q4 2019 | $13,829,000 | +40.1% | 67,191 | +32.2% | 0.60% | +22.7% |
| Q3 2019 | $9,871,000 | 0.0% | 50,814 | 0.0% | 0.49% | 0.0% |
| Q2 2019 | $9,871,000 | +552.0% | 50,814 | +535.6% | 0.49% | +201.2% |
| Q1 2019 | $1,514,000 | -75.0% | 7,995 | -78.1% | 0.16% | -58.8% |
| Q4 2018 | $6,048,000 | -8.1% | 36,424 | +11.4% | 0.39% | +0.3% |
| Q3 2018 | $6,581,000 | +6.4% | 32,693 | +3.0% | 0.39% | +5.4% |
| Q2 2018 | $6,185,000 | +10.8% | 31,755 | +6.7% | 0.37% | +11.0% |
| Q1 2018 | $5,581,000 | +7.3% | 29,752 | +8.6% | 0.34% | +9.8% |
| Q4 2017 | $5,201,000 | +8.9% | 27,407 | +2.7% | 0.30% | +4.5% |
| Q3 2017 | $4,774,000 | +4.1% | 26,683 | +1.2% | 0.29% | +2.1% |
| Q2 2017 | $4,586,000 | -33.7% | 26,365 | -34.7% | 0.29% | -36.7% |
| Q1 2017 | $6,913,000 | +61.1% | 40,373 | +55.6% | 0.45% | +51.2% |
| Q4 2016 | $4,291,000 | – | 25,953 | – | 0.30% | – |
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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% |