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 | $486,844 | -11.8% | 1,952 | -7.5% | 0.06% | -5.2% |
| Q2 2023 | $552,102 | -14.2% | 2,111 | -17.9% | 0.06% | -18.3% |
| Q1 2023 | $643,274 | +1.7% | 2,571 | -1.6% | 0.07% | -1.4% |
| Q4 2022 | $632,410 | +5.1% | 2,614 | -4.8% | 0.07% | -10.0% |
| Q3 2022 | $602,000 | -6.5% | 2,747 | -3.6% | 0.08% | -2.4% |
| Q2 2022 | $644,000 | -36.7% | 2,849 | -24.9% | 0.08% | -26.1% |
| Q1 2022 | $1,017,000 | -7.7% | 3,793 | -2.6% | 0.11% | -7.5% |
| Q4 2021 | $1,102,000 | -49.0% | 3,893 | -24.9% | 0.12% | -11.8% |
| Q3 2021 | $2,160,000 | +79.6% | 5,186 | +15.9% | 0.14% | -12.3% |
| Q2 2021 | $1,203,000 | +3.9% | 4,476 | +0.5% | 0.16% | -7.2% |
| Q1 2021 | $1,158,000 | +18.3% | 4,452 | +4.5% | 0.17% | +10.6% |
| Q4 2020 | $979,000 | -1.1% | 4,260 | -20.3% | 0.15% | -9.0% |
| Q3 2020 | $990,000 | -6.2% | 5,343 | -10.1% | 0.17% | -13.1% |
| Q2 2020 | $1,056,000 | +8.2% | 5,943 | -12.4% | 0.19% | -2.1% |
| Q1 2020 | $976,000 | -41.4% | 6,788 | -16.1% | 0.20% | -29.1% |
| Q4 2019 | $1,665,000 | +11.1% | 8,090 | +4.3% | 0.28% | -1.4% |
| Q3 2019 | $1,499,000 | -39.9% | 7,757 | -39.6% | 0.28% | -36.6% |
| Q2 2019 | $2,493,000 | -2.4% | 12,835 | -4.8% | 0.44% | -7.6% |
| Q1 2019 | $2,553,000 | +11.8% | 13,480 | -2.0% | 0.48% | -0.8% |
| Q4 2018 | $2,283,000 | -31.8% | 13,752 | -17.3% | 0.48% | -19.2% |
| Q3 2018 | $3,349,000 | -20.3% | 16,638 | -22.9% | 0.59% | -25.1% |
| Q2 2018 | $4,201,000 | +22.7% | 21,567 | +18.2% | 0.79% | -0.9% |
| Q1 2018 | $3,423,000 | +26.0% | 18,250 | +27.5% | 0.80% | +53.6% |
| Q4 2017 | $2,716,000 | +8.2% | 14,313 | +2.0% | 0.52% | +0.6% |
| Q3 2017 | $2,511,000 | +5.1% | 14,036 | +2.2% | 0.52% | +0.2% |
| Q2 2017 | $2,389,000 | +12.6% | 13,734 | +10.8% | 0.52% | +0.8% |
| Q1 2017 | $2,122,000 | +62.4% | 12,394 | +56.7% | 0.51% | +35.4% |
| Q4 2016 | $1,307,000 | +9.6% | 7,907 | +2.5% | 0.38% | -4.5% |
| Q3 2016 | $1,193,000 | +15.3% | 7,711 | +11.3% | 0.40% | +0.8% |
| Q2 2016 | $1,035,000 | +25.5% | 6,929 | +21.1% | 0.39% | +9.1% |
| Q1 2016 | $825,000 | +37.5% | 5,724 | +33.0% | 0.36% | +24.5% |
| Q4 2015 | $600,000 | +47.8% | 4,305 | +44.9% | 0.29% | +26.1% |
| Q3 2015 | $406,000 | +70.6% | 2,972 | +87.3% | 0.23% | +72.9% |
| Q2 2015 | $238,000 | -1.2% | 1,587 | -9.6% | 0.13% | -22.2% |
| Q1 2014 | $241,000 | -12.4% | 1,755 | -14.6% | 0.17% | -21.6% |
| Q4 2013 | $275,000 | – | 2,055 | – | 0.22% | – |
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% |