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 | $1,008,981,000 | -3.7% | 4,046,448 | +1.0% | 0.27% | -0.7% |
| Q2 2023 | $1,048,090,000 | +10.7% | 4,008,297 | +5.9% | 0.28% | +2.6% |
| Q1 2023 | $947,091,000 | -3.2% | 3,785,940 | -6.4% | 0.27% | -4.3% |
| Q4 2022 | $978,471,000 | +23.2% | 4,045,104 | +11.7% | 0.28% | +12.0% |
| Q3 2022 | $794,201,000 | -0.5% | 3,622,180 | +2.7% | 0.25% | +6.4% |
| Q2 2022 | $797,933,000 | -18.0% | 3,527,082 | -2.8% | 0.24% | -3.3% |
| Q1 2022 | $973,428,000 | -3.1% | 3,627,598 | +2.3% | 0.24% | +6.1% |
| Q4 2021 | $1,004,101,000 | +10.2% | 3,547,058 | +2.4% | 0.23% | -4.6% |
| Q3 2021 | $911,562,000 | -2.2% | 3,465,130 | -0.1% | 0.24% | -3.2% |
| Q2 2021 | $931,667,000 | +9.6% | 3,466,927 | +6.2% | 0.25% | +0.4% |
| Q1 2021 | $849,861,000 | +15.7% | 3,265,179 | +2.2% | 0.25% | +16.0% |
| Q4 2020 | $734,608,000 | +28.0% | 3,196,421 | +3.2% | 0.21% | +3.9% |
| Q3 2020 | $574,015,000 | -4.7% | 3,097,598 | -8.5% | 0.20% | -14.2% |
| Q2 2020 | $602,168,000 | +28.5% | 3,386,347 | +3.9% | 0.24% | +6.2% |
| Q1 2020 | $468,681,000 | -45.2% | 3,257,905 | -21.5% | 0.22% | -26.9% |
| Q4 2019 | $854,518,000 | +36.4% | 4,151,776 | +28.1% | 0.31% | +24.2% |
| Q3 2019 | $626,289,000 | -4.0% | 3,241,157 | -3.5% | 0.25% | -5.3% |
| Q2 2019 | $652,430,000 | +9.9% | 3,358,538 | +7.2% | 0.26% | +3.6% |
| Q1 2019 | $593,528,000 | +19.4% | 3,133,714 | +4.7% | 0.25% | +5.9% |
| Q4 2018 | $497,015,000 | -13.8% | 2,992,983 | +4.4% | 0.24% | -0.4% |
| Q3 2018 | $576,817,000 | +1.8% | 2,865,604 | -1.5% | 0.24% | -5.9% |
| Q2 2018 | $566,502,000 | +16.7% | 2,908,420 | +12.4% | 0.26% | +17.0% |
| Q1 2018 | $485,349,000 | +9.8% | 2,587,555 | +11.1% | 0.22% | +12.4% |
| Q4 2017 | $441,882,000 | +16.0% | 2,328,396 | +9.3% | 0.19% | +6.0% |
| Q3 2017 | $381,048,000 | +4.3% | 2,129,962 | +1.4% | 0.18% | -3.2% |
| Q2 2017 | $365,414,000 | +16.2% | 2,100,680 | +14.3% | 0.19% | +11.8% |
| Q1 2017 | $314,584,000 | +21.5% | 1,837,307 | +17.3% | 0.17% | +20.7% |
| Q4 2016 | $258,933,000 | +21.9% | 1,566,071 | +14.1% | 0.14% | +16.7% |
| Q3 2016 | $212,380,000 | +6.0% | 1,372,753 | +2.4% | 0.12% | +0.8% |
| Q2 2016 | $200,300,000 | +10.3% | 1,340,791 | +6.5% | 0.12% | +5.3% |
| Q1 2016 | $181,568,000 | +19.5% | 1,259,214 | +15.4% | 0.11% | +13.0% |
| Q4 2015 | $151,969,000 | +33.8% | 1,090,783 | +31.2% | 0.10% | +17.6% |
| Q3 2015 | $113,556,000 | -37.9% | 831,239 | -31.8% | 0.08% | -32.5% |
| Q2 2015 | $182,820,000 | +17.7% | 1,218,959 | +19.2% | 0.13% | +16.7% |
| Q1 2015 | $155,354,000 | +3.7% | 1,022,197 | -1.2% | 0.11% | +11.3% |
| Q4 2014 | $149,786,000 | -36.2% | 1,034,441 | -39.7% | 0.10% | -39.4% |
| Q3 2014 | $234,755,000 | +18.4% | 1,716,798 | +23.9% | 0.16% | +19.4% |
| Q2 2014 | $198,326,000 | +165.0% | 1,386,115 | +154.6% | 0.13% | +143.6% |
| Q1 2014 | $74,828,000 | -74.1% | 544,323 | -74.8% | 0.06% | -73.2% |
| Q4 2013 | $288,905,000 | +469.2% | 2,159,066 | +428.1% | 0.20% | +425.6% |
| Q3 2013 | $50,756,000 | +34.1% | 408,857 | +24.7% | 0.04% | +21.9% |
| Q2 2013 | $37,855,000 | – | 327,752 | – | 0.03% | – |
Download | ||||||
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% |