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 | $411,428 | -4.6% | 1,650 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $431,442 | +4.5% | 1,650 | 0.0% | 0.09% | -1.1% |
| Q1 2023 | $412,764 | +3.4% | 1,650 | 0.0% | 0.09% | +2.3% |
| Q4 2022 | $399,119 | +10.3% | 1,650 | 0.0% | 0.09% | 0.0% |
| Q3 2022 | $362,000 | -2.9% | 1,650 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $373,000 | -15.8% | 1,650 | 0.0% | 0.09% | +1.1% |
| Q1 2022 | $443,000 | -5.1% | 1,650 | 0.0% | 0.09% | +1.2% |
| Q4 2021 | $467,000 | +7.6% | 1,650 | 0.0% | 0.09% | -2.3% |
| Q3 2021 | $434,000 | -2.0% | 1,650 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $443,000 | +3.3% | 1,650 | 0.0% | 0.09% | -1.1% |
| Q1 2021 | $429,000 | +13.2% | 1,650 | 0.0% | 0.09% | +7.2% |
| Q4 2020 | $379,000 | +23.9% | 1,650 | 0.0% | 0.08% | +5.1% |
| Q3 2020 | $306,000 | +6.6% | 1,650 | 0.0% | 0.08% | +19.7% |
| Q2 2017 | $287,000 | +1.4% | 1,650 | 0.0% | 0.07% | +17.9% |
| Q1 2017 | $283,000 | +3.7% | 1,650 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $273,000 | +7.1% | 1,650 | 0.0% | 0.06% | 0.0% |
| Q3 2016 | $255,000 | +3.7% | 1,650 | 0.0% | 0.06% | -1.8% |
| Q2 2016 | $246,000 | +3.4% | 1,650 | 0.0% | 0.06% | +7.5% |
| Q1 2016 | $238,000 | +3.5% | 1,650 | 0.0% | 0.05% | +1.9% |
| Q4 2015 | $230,000 | +2.2% | 1,650 | 0.0% | 0.05% | +4.0% |
| Q3 2015 | $225,000 | -8.9% | 1,650 | 0.0% | 0.05% | +6.4% |
| Q2 2015 | $247,000 | -1.6% | 1,650 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $251,000 | +5.0% | 1,650 | 0.0% | 0.05% | +11.9% |
| Q4 2014 | $239,000 | +5.8% | 1,650 | 0.0% | 0.04% | +13.5% |
| Q3 2014 | $226,000 | -4.2% | 1,650 | 0.0% | 0.04% | +5.7% |
| Q2 2014 | $236,000 | +4.0% | 1,650 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $227,000 | +2.7% | 1,650 | 0.0% | 0.04% | -2.8% |
| Q4 2013 | $221,000 | +7.8% | 1,650 | 0.0% | 0.04% | -10.0% |
| Q3 2013 | $205,000 | – | 1,650 | – | 0.04% | – |
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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% |