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 | $794,679 | -5.3% | 3,187 | -0.7% | 0.06% | 0.0% |
| Q2 2023 | $839,351 | +5.3% | 3,210 | +0.7% | 0.06% | 0.0% |
| Q1 2023 | $797,260 | +0.1% | 3,187 | -3.2% | 0.06% | -3.3% |
| Q4 2022 | $796,302 | +10.3% | 3,292 | 0.0% | 0.06% | +1.7% |
| Q3 2022 | $722,000 | -3.1% | 3,292 | 0.0% | 0.06% | +5.3% |
| Q2 2022 | $745,000 | -16.9% | 3,292 | -1.5% | 0.06% | -6.6% |
| Q1 2022 | $897,000 | -7.4% | 3,342 | -2.3% | 0.06% | -1.6% |
| Q4 2021 | $969,000 | +7.9% | 3,422 | +0.2% | 0.06% | +1.6% |
| Q3 2021 | $898,000 | -5.3% | 3,415 | -3.2% | 0.06% | -4.7% |
| Q2 2021 | $948,000 | +1.2% | 3,529 | -2.0% | 0.06% | -5.9% |
| Q1 2021 | $937,000 | +9.0% | 3,600 | -3.8% | 0.07% | +3.0% |
| Q4 2020 | $860,000 | +23.9% | 3,743 | 0.0% | 0.07% | +10.0% |
| Q3 2020 | $694,000 | +4.2% | 3,743 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $666,000 | +9.2% | 3,743 | -11.8% | 0.06% | -9.1% |
| Q1 2020 | $610,000 | -12.1% | 4,242 | +25.8% | 0.07% | +4.8% |
| Q4 2019 | $694,000 | +6.4% | 3,373 | 0.0% | 0.06% | -3.1% |
| Q3 2019 | $652,000 | -0.5% | 3,373 | 0.0% | 0.06% | +10.2% |
| Q2 2019 | $655,000 | +2.5% | 3,373 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $639,000 | +32.8% | 3,373 | +16.4% | 0.06% | +20.0% |
| Q4 2018 | $481,000 | -17.5% | 2,898 | 0.0% | 0.05% | -9.1% |
| Q3 2018 | $583,000 | +21.2% | 2,898 | +17.4% | 0.06% | +14.6% |
| Q2 2018 | $481,000 | +3.9% | 2,469 | 0.0% | 0.05% | +2.1% |
| Q1 2018 | $463,000 | +2.9% | 2,469 | +4.2% | 0.05% | +4.4% |
| Q4 2017 | $450,000 | +1.1% | 2,370 | -4.8% | 0.04% | -18.2% |
| Q3 2017 | $445,000 | -2.2% | 2,490 | -4.8% | 0.06% | -6.8% |
| Q2 2017 | $455,000 | -1.3% | 2,616 | -2.8% | 0.06% | -3.3% |
| Q1 2017 | $461,000 | -3.4% | 2,690 | -6.8% | 0.06% | -7.6% |
| Q4 2016 | $477,000 | +12.8% | 2,886 | +5.7% | 0.07% | +10.0% |
| Q3 2016 | $423,000 | +2.7% | 2,731 | -1.0% | 0.06% | +1.7% |
| Q2 2016 | $412,000 | +103.0% | 2,759 | +89.6% | 0.06% | +96.7% |
| Q4 2015 | $203,000 | – | 1,455 | – | 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% |