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 | $1,365,640 | -4.2% | 5,452 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $1,425,631 | +7.0% | 5,452 | +2.4% | 0.05% | -1.9% |
| Q1 2023 | $1,332,102 | +8.7% | 5,325 | +5.1% | 0.05% | +1.9% |
| Q4 2022 | $1,225,415 | +13.8% | 5,066 | +3.1% | 0.05% | +6.1% |
| Q3 2022 | $1,077,000 | -28.9% | 4,914 | -26.6% | 0.05% | -29.0% |
| Q2 2022 | $1,514,000 | -4.2% | 6,694 | +13.6% | 0.07% | +11.3% |
| Q1 2022 | $1,581,000 | +63.7% | 5,893 | +72.7% | 0.06% | +82.4% |
| Q4 2021 | $966,000 | +40.0% | 3,412 | +30.0% | 0.03% | -10.5% |
| Q3 2021 | $690,000 | +3.4% | 2,624 | +5.8% | 0.04% | +2.7% |
| Q2 2021 | $667,000 | +10.1% | 2,481 | +6.5% | 0.04% | 0.0% |
| Q1 2021 | $606,000 | +20.5% | 2,330 | +6.5% | 0.04% | +12.1% |
| Q4 2020 | $503,000 | +154.0% | 2,188 | +104.5% | 0.03% | +120.0% |
| Q3 2020 | $198,000 | -3.4% | 1,070 | -7.1% | 0.02% | -11.8% |
| Q2 2020 | $205,000 | -1.9% | 1,152 | -20.9% | 0.02% | -22.7% |
| Q1 2020 | $209,000 | -46.0% | 1,456 | -22.5% | 0.02% | -31.2% |
| Q4 2019 | $387,000 | +39.7% | 1,879 | +30.8% | 0.03% | +23.1% |
| Q3 2019 | $277,000 | -0.4% | 1,436 | +0.5% | 0.03% | 0.0% |
| Q2 2019 | $278,000 | +1444.4% | 1,429 | +1261.0% | 0.03% | +1200.0% |
| Q1 2017 | $18,000 | +5.9% | 105 | +5.0% | 0.00% | 0.0% |
| Q4 2016 | $17,000 | -88.8% | 100 | +2.0% | 0.00% | 0.0% |
| Q3 2016 | $152,000 | -44.9% | 98 | -95.2% | 0.00% | -94.4% |
| Q3 2015 | $276,000 | +23.2% | 2,039 | +36.8% | 0.04% | +33.3% |
| Q2 2015 | $224,000 | -25.3% | 1,491 | -24.4% | 0.03% | -25.0% |
| Q1 2015 | $300,000 | +14.1% | 1,972 | +8.8% | 0.04% | +16.1% |
| Q4 2014 | $263,000 | +9.1% | 1,813 | +3.0% | 0.03% | +6.9% |
| Q3 2014 | $241,000 | -1.6% | 1,761 | +2.8% | 0.03% | -3.3% |
| Q2 2014 | $245,000 | +16.1% | 1,713 | +11.5% | 0.03% | +15.4% |
| Q1 2014 | $211,000 | – | 1,536 | – | 0.03% | – |
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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% |