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 2022 | $5,835,000 | -4.1% | 26,613 | -1.1% | 0.14% | +4.3% |
| Q2 2022 | $6,086,000 | -18.6% | 26,901 | -3.4% | 0.14% | -5.5% |
| Q1 2022 | $7,474,000 | -18.2% | 27,854 | -13.7% | 0.15% | -14.6% |
| Q4 2021 | $9,132,000 | +5.8% | 32,261 | -1.6% | 0.17% | +12.5% |
| Q3 2021 | $8,628,000 | -1.3% | 32,798 | +0.9% | 0.15% | +5.6% |
| Q2 2021 | $8,739,000 | -5.6% | 32,521 | -8.6% | 0.14% | -12.2% |
| Q1 2021 | $9,262,000 | +3.3% | 35,583 | -8.8% | 0.16% | +5.1% |
| Q4 2020 | $8,967,000 | +14.8% | 39,015 | -7.4% | 0.16% | -24.6% |
| Q3 2020 | $7,811,000 | +3.2% | 42,150 | -1.0% | 0.21% | -4.6% |
| Q2 2020 | $7,568,000 | +7.6% | 42,562 | -12.9% | 0.22% | -6.9% |
| Q1 2020 | $7,032,000 | -30.3% | 48,884 | -0.3% | 0.23% | -10.7% |
| Q4 2019 | $10,093,000 | +4.8% | 49,037 | -1.6% | 0.26% | -2.6% |
| Q3 2019 | $9,633,000 | -6.3% | 49,855 | -5.8% | 0.27% | -7.3% |
| Q2 2019 | $10,282,000 | +1.9% | 52,930 | -0.6% | 0.29% | -0.3% |
| Q1 2019 | $10,088,000 | +8.4% | 53,261 | -5.0% | 0.29% | -1.0% |
| Q4 2018 | $9,306,000 | -18.8% | 56,037 | -1.6% | 0.29% | -11.2% |
| Q3 2018 | $11,465,000 | +1.8% | 56,957 | -1.5% | 0.33% | -5.2% |
| Q2 2018 | $11,260,000 | +5.2% | 57,808 | +1.3% | 0.35% | +7.4% |
| Q1 2018 | $10,704,000 | -2.0% | 57,067 | -0.8% | 0.32% | +1.6% |
| Q4 2017 | $10,917,000 | +3.2% | 57,526 | -2.7% | 0.32% | -4.8% |
| Q3 2017 | $10,581,000 | +1.2% | 59,145 | -1.6% | 0.34% | +0.3% |
| Q2 2017 | $10,453,000 | -1.9% | 60,094 | -3.4% | 0.33% | -4.6% |
| Q1 2017 | $10,652,000 | -0.0% | 62,211 | -3.5% | 0.35% | -1.1% |
| Q4 2016 | $10,656,000 | +1.3% | 64,448 | -5.2% | 0.35% | -0.8% |
| Q3 2016 | $10,519,000 | +1.6% | 67,990 | -1.9% | 0.36% | -1.1% |
| Q2 2016 | $10,358,000 | +11.4% | 69,337 | +7.6% | 0.36% | +9.7% |
| Q1 2016 | $9,294,000 | -8.2% | 64,459 | -11.3% | 0.33% | -9.9% |
| Q4 2015 | $10,122,000 | +4.8% | 72,653 | +2.8% | 0.36% | +1.4% |
| Q3 2015 | $9,657,000 | -12.1% | 70,689 | -3.5% | 0.36% | -3.2% |
| Q2 2015 | $10,981,000 | -2.6% | 73,219 | -1.3% | 0.37% | -0.8% |
| Q1 2015 | $11,276,000 | +8.5% | 74,192 | +3.4% | 0.38% | +8.4% |
| Q4 2014 | $10,393,000 | +11.2% | 71,778 | +5.0% | 0.35% | +10.2% |
| Q3 2014 | $9,348,000 | -3.7% | 68,364 | +0.7% | 0.31% | -0.9% |
| Q2 2014 | $9,712,000 | +10.4% | 67,876 | +6.1% | 0.32% | +6.7% |
| Q1 2014 | $8,795,000 | -0.1% | 63,978 | -2.7% | 0.30% | +2.1% |
| Q4 2013 | $8,800,000 | +6.5% | 65,763 | -1.2% | 0.29% | +2.5% |
| Q3 2013 | $8,260,000 | +57.5% | 66,543 | +46.6% | 0.28% | +173.1% |
| Q2 2013 | $5,243,000 | -16.2% | 45,393 | -16.5% | 0.10% | -14.8% |
| Q1 2013 | $6,259,000 | +12.3% | 54,381 | -0.8% | 0.12% | +6.1% |
| Q4 2012 | $5,574,000 | -12.9% | 54,808 | -15.5% | 0.12% | -21.2% |
| Q3 2012 | $6,402,000 | -32.8% | 64,881 | -35.8% | 0.15% | -39.7% |
| Q2 2012 | $9,522,000 | -44.1% | 101,123 | -41.1% | 0.24% | -43.2% |
| Q1 2012 | $17,032,000 | +2.1% | 171,661 | -9.8% | 0.43% | -1.6% |
| Q4 2011 | $16,675,000 | +20.9% | 190,332 | +7.6% | 0.43% | +8.2% |
| Q3 2011 | $13,790,000 | -3.3% | 176,829 | +21.2% | 0.40% | +13.6% |
| Q2 2011 | $14,254,000 | +1.1% | 145,894 | +2.1% | 0.35% | +0.6% |
| Q1 2011 | $14,099,000 | +11.8% | 142,837 | +2.7% | 0.35% | +5.4% |
| Q4 2010 | $12,608,000 | – | 139,017 | – | 0.33% | – |
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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% |