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 | $138,442,019 | +217476.9% | 555,212 | +123.9% | 0.72% | +45.7% |
| Q4 2022 | $63,629 | -99.9% | 248,017 | -0.5% | 0.50% | +1.6% |
| Q3 2022 | $57,781,000 | +1.6% | 249,219 | +3.8% | 0.49% | +4.3% |
| Q2 2022 | $56,856,000 | -13.6% | 240,030 | -1.8% | 0.47% | -2.3% |
| Q1 2022 | $65,810,000 | +5.8% | 244,310 | +1.6% | 0.48% | +4.4% |
| Q4 2021 | $62,206,000 | -6.7% | 240,534 | +0.5% | 0.46% | +13.9% |
| Q3 2021 | $66,689,000 | +3.9% | 239,226 | -1.6% | 0.40% | +5.0% |
| Q2 2021 | $64,166,000 | -8.1% | 243,014 | -4.6% | 0.38% | -7.9% |
| Q1 2021 | $69,807,000 | +11.8% | 254,854 | +0.2% | 0.42% | +5.1% |
| Q4 2020 | $62,413,000 | +19.8% | 254,230 | -1.9% | 0.40% | +4.8% |
| Q3 2020 | $52,083,000 | +7.0% | 259,095 | -1.1% | 0.38% | +0.8% |
| Q2 2020 | $48,653,000 | +4.3% | 262,009 | -13.2% | 0.38% | -12.4% |
| Q1 2020 | $46,662,000 | -34.8% | 301,992 | -13.6% | 0.43% | -21.0% |
| Q4 2019 | $71,528,000 | +0.1% | 349,686 | -4.7% | 0.54% | -4.1% |
| Q3 2019 | $71,443,000 | -5.0% | 367,113 | -5.6% | 0.56% | -6.1% |
| Q2 2019 | $75,218,000 | -7.7% | 388,983 | -7.2% | 0.60% | -8.8% |
| Q1 2019 | $81,462,000 | +15.5% | 419,325 | +7.9% | 0.66% | +10.2% |
| Q4 2018 | $70,508,000 | -4.5% | 388,600 | -3.2% | 0.60% | +0.5% |
| Q3 2018 | $73,865,000 | -10.2% | 401,594 | -2.8% | 0.60% | +3.7% |
| Q2 2018 | $82,255,000 | -1.6% | 413,136 | -5.6% | 0.58% | -3.7% |
| Q1 2018 | $83,631,000 | -3.9% | 437,765 | -0.1% | 0.60% | +2.9% |
| Q4 2017 | $87,012,000 | +4.1% | 438,331 | -4.6% | 0.58% | -4.1% |
| Q3 2017 | $83,621,000 | +0.4% | 459,355 | -2.3% | 0.60% | -2.9% |
| Q2 2017 | $83,266,000 | +0.4% | 470,009 | -1.2% | 0.62% | -1.0% |
| Q1 2017 | $82,930,000 | +8.1% | 475,704 | +4.2% | 0.63% | +3.6% |
| Q4 2016 | $76,716,000 | -0.4% | 456,320 | -8.9% | 0.61% | -8.0% |
| Q3 2016 | $77,050,000 | +13.4% | 500,686 | +14.9% | 0.66% | +12.4% |
| Q2 2016 | $67,953,000 | +23.2% | 435,649 | +15.5% | 0.59% | +19.1% |
| Q1 2016 | $55,164,000 | +12.9% | 377,209 | +0.7% | 0.49% | +2.7% |
| Q4 2015 | $48,872,000 | -6.8% | 374,584 | -2.4% | 0.48% | -3.4% |
| Q3 2015 | $52,429,000 | -55.7% | 383,779 | -51.3% | 0.50% | -2.2% |
| Q2 2015 | $118,222,000 | +104.5% | 788,260 | +107.2% | 0.51% | +3.7% |
| Q1 2015 | $57,815,000 | -41.5% | 380,416 | -44.3% | 0.49% | +14.8% |
| Q4 2014 | $98,838,000 | +113.2% | 682,572 | +101.3% | 0.43% | +4.4% |
| Q3 2014 | $46,365,000 | -7.1% | 339,079 | -2.8% | 0.41% | -3.5% |
| Q2 2014 | $49,899,000 | +5.2% | 348,751 | +1.1% | 0.42% | +16.8% |
| Q1 2014 | $47,417,000 | +5.0% | 344,923 | +2.2% | 0.36% | +3.7% |
| Q4 2013 | $45,175,000 | -13.2% | 337,605 | -19.5% | 0.35% | -3.3% |
| Q3 2013 | $52,036,000 | +5.7% | 419,168 | -1.6% | 0.36% | -9.7% |
| Q2 2013 | $49,214,000 | – | 426,095 | – | 0.40% | – |
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% |