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 2022 | $331,000 | -18.3% | 1,462 | -3.2% | 0.06% | -3.0% |
| Q1 2022 | $405,000 | -10.2% | 1,510 | -5.3% | 0.07% | -4.3% |
| Q4 2021 | $451,000 | +8.7% | 1,594 | +1.0% | 0.07% | +27.8% |
| Q3 2021 | $415,000 | +27.7% | 1,578 | +30.3% | 0.05% | +3.8% |
| Q2 2021 | $325,000 | +1.6% | 1,211 | -1.5% | 0.05% | -8.8% |
| Q1 2021 | $320,000 | +13.1% | 1,230 | 0.0% | 0.06% | +5.6% |
| Q4 2020 | $283,000 | +15.5% | 1,230 | -7.3% | 0.05% | +5.9% |
| Q3 2020 | $245,000 | +0.8% | 1,327 | -2.6% | 0.05% | -1.9% |
| Q2 2020 | $243,000 | -15.0% | 1,363 | -31.4% | 0.05% | -27.8% |
| Q1 2020 | $286,000 | -35.4% | 1,988 | -7.7% | 0.07% | -25.8% |
| Q4 2019 | $443,000 | +4.0% | 2,154 | -2.3% | 0.10% | 0.0% |
| Q3 2019 | $426,000 | -2.5% | 2,204 | -1.9% | 0.10% | +2.1% |
| Q2 2019 | $437,000 | +0.5% | 2,246 | -2.4% | 0.10% | 0.0% |
| Q1 2019 | $435,000 | -6.5% | 2,301 | -17.9% | 0.10% | -67.6% |
| Q4 2018 | $465,000 | -17.6% | 2,802 | 0.0% | 0.29% | -1.0% |
| Q3 2018 | $564,000 | -29.7% | 2,802 | -32.0% | 0.30% | -27.3% |
| Q2 2018 | $802,000 | +3.8% | 4,118 | 0.0% | 0.41% | +2.3% |
| Q1 2018 | $773,000 | -1.4% | 4,118 | -0.3% | 0.40% | +4.5% |
| Q4 2017 | $784,000 | +13.8% | 4,130 | +7.2% | 0.38% | +11.7% |
| Q3 2017 | $689,000 | +13.3% | 3,854 | +10.2% | 0.34% | +12.5% |
| Q2 2017 | $608,000 | +33.9% | 3,496 | +32.0% | 0.30% | +35.3% |
| Q1 2017 | $454,000 | +14.6% | 2,649 | +10.7% | 0.22% | +12.6% |
| Q4 2016 | $396,000 | +30.7% | 2,394 | +22.3% | 0.20% | +15.7% |
| Q3 2016 | $303,000 | +134.9% | 1,957 | +127.3% | 0.17% | +126.3% |
| Q2 2016 | $129,000 | +4.0% | 861 | 0.0% | 0.08% | +1.3% |
| Q1 2016 | $124,000 | +7.8% | 861 | +4.6% | 0.08% | +10.3% |
| Q4 2015 | $115,000 | +2.7% | 823 | 0.0% | 0.07% | -5.6% |
| Q3 2015 | $112,000 | -8.9% | 823 | 0.0% | 0.07% | -1.4% |
| Q2 2015 | $123,000 | -1.6% | 823 | 0.0% | 0.07% | 0.0% |
| Q1 2015 | $125,000 | +5.0% | 823 | 0.0% | 0.07% | +1.4% |
| Q4 2014 | $119,000 | +296.7% | 823 | +269.1% | 0.07% | +278.9% |
| Q3 2014 | $30,000 | -6.2% | 223 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $32,000 | -53.6% | 223 | -55.4% | 0.02% | -54.8% |
| Q1 2014 | $69,000 | +3.0% | 500 | 0.0% | 0.04% | +7.7% |
| Q4 2013 | $67,000 | -17.3% | 500 | -23.0% | 0.04% | -23.5% |
| Q3 2013 | $81,000 | -17.3% | 649 | -23.4% | 0.05% | -23.9% |
| Q2 2013 | $98,000 | – | 847 | – | 0.07% | – |
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% |