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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,662,515 | +104460.7% | 6,359 | +0.0% | 0.02% | 0.0% |
| Q1 2023 | $1,590 | +2.4% | 6,358 | -1.0% | 0.02% | 0.0% |
| Q4 2022 | $1,552 | -99.9% | 6,419 | -0.2% | 0.02% | 0.0% |
| Q3 2022 | $1,412,000 | -22.8% | 6,435 | -20.4% | 0.02% | -19.0% |
| Q2 2022 | $1,829,000 | -15.6% | 8,081 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $2,168,000 | -49.0% | 8,081 | -50.0% | 0.02% | +5.0% |
| Q3 2021 | $4,248,000 | +88.0% | 16,152 | +92.1% | 0.02% | -9.1% |
| Q2 2021 | $2,260,000 | +27.3% | 8,406 | +23.4% | 0.02% | +22.2% |
| Q1 2021 | $1,776,000 | +3.7% | 6,814 | -8.6% | 0.02% | -5.3% |
| Q4 2020 | $1,712,000 | +58.2% | 7,456 | +27.7% | 0.02% | +26.7% |
| Q3 2020 | $1,082,000 | +2.0% | 5,837 | -2.1% | 0.02% | -16.7% |
| Q2 2020 | $1,061,000 | +1.0% | 5,962 | -18.3% | 0.02% | -14.3% |
| Q1 2020 | $1,051,000 | -30.0% | 7,297 | 0.0% | 0.02% | -8.7% |
| Q4 2019 | $1,502,000 | +5.4% | 7,297 | -1.2% | 0.02% | +4.5% |
| Q3 2019 | $1,425,000 | -0.6% | 7,386 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $1,433,000 | -0.6% | 7,386 | -3.0% | 0.02% | 0.0% |
| Q1 2019 | $1,442,000 | +30.3% | 7,614 | +14.3% | 0.02% | +15.8% |
| Q4 2018 | $1,107,000 | -14.5% | 6,664 | +3.7% | 0.02% | 0.0% |
| Q3 2018 | $1,294,000 | -0.2% | 6,428 | -3.4% | 0.02% | -5.0% |
| Q2 2018 | $1,296,000 | +122.3% | 6,655 | +114.2% | 0.02% | +42.9% |
| Q1 2018 | $583,000 | -1.2% | 3,107 | 0.0% | 0.01% | +7.7% |
| Q4 2017 | $590,000 | -79.2% | 3,107 | -80.4% | 0.01% | -80.3% |
| Q3 2017 | $2,839,000 | +2.9% | 15,867 | 0.0% | 0.07% | +1.5% |
| Q2 2017 | $2,760,000 | +10.4% | 15,867 | +8.7% | 0.06% | +8.3% |
| Q1 2017 | $2,499,000 | +3.6% | 14,595 | 0.0% | 0.06% | -1.6% |
| Q4 2016 | $2,413,000 | +17.6% | 14,595 | +10.1% | 0.06% | +15.1% |
| Q3 2016 | $2,051,000 | +3.5% | 13,260 | 0.0% | 0.05% | +1.9% |
| Q2 2016 | $1,981,000 | +3.2% | 13,260 | -0.4% | 0.05% | +8.3% |
| Q1 2016 | $1,919,000 | +2.7% | 13,310 | -0.7% | 0.05% | +6.7% |
| Q4 2015 | $1,868,000 | +2.0% | 13,410 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $1,832,000 | -8.9% | 13,410 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $2,011,000 | -1.3% | 13,410 | 0.0% | 0.04% | -2.2% |
| Q1 2015 | $2,038,000 | +9.5% | 13,410 | +4.3% | 0.05% | +9.5% |
| Q4 2014 | $1,862,000 | +5.9% | 12,860 | 0.0% | 0.04% | +2.4% |
| Q3 2014 | $1,758,000 | -6.6% | 12,860 | -2.3% | 0.04% | -8.9% |
| Q2 2014 | $1,883,000 | -48.0% | 13,160 | -50.0% | 0.04% | +4.7% |
| Q1 2014 | $3,618,000 | +5.1% | 26,320 | +2.3% | 0.04% | +7.5% |
| Q4 2013 | $3,442,000 | +115.7% | 25,720 | +100.0% | 0.04% | +2.6% |
| Q3 2013 | $1,596,000 | +5.5% | 12,860 | -1.8% | 0.04% | -2.5% |
| Q2 2013 | $1,513,000 | 0.0% | 13,100 | -0.4% | 0.04% | 0.0% |
| Q1 2013 | $1,513,000 | – | 13,150 | – | 0.04% | – |
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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% |