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 | $649,535 | +1.9% | 2,605 | +6.8% | 0.06% | +7.5% |
| Q2 2023 | $637,465 | +4.5% | 2,438 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $609,868 | +115405.3% | 2,438 | +11.7% | 0.05% | +12.5% |
| Q4 2022 | $528 | -99.9% | 2,183 | -1.0% | 0.05% | +4.3% |
| Q3 2022 | $484,000 | -3.0% | 2,206 | 0.0% | 0.05% | +4.5% |
| Q2 2022 | $499,000 | -13.1% | 2,206 | +3.0% | 0.04% | +4.8% |
| Q1 2022 | $574,000 | -4.7% | 2,141 | +0.6% | 0.04% | 0.0% |
| Q4 2021 | $602,000 | +7.5% | 2,128 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $560,000 | -4.3% | 2,128 | -2.3% | 0.04% | -4.4% |
| Q2 2021 | $585,000 | +3.2% | 2,178 | +0.0% | 0.04% | -2.2% |
| Q1 2021 | $567,000 | +6.0% | 2,177 | -6.4% | 0.05% | -2.1% |
| Q4 2020 | $535,000 | +24.1% | 2,327 | 0.0% | 0.05% | +9.3% |
| Q3 2020 | $431,000 | -0.2% | 2,327 | -4.1% | 0.04% | -8.5% |
| Q2 2020 | $432,000 | +14.3% | 2,427 | -7.6% | 0.05% | -6.0% |
| Q1 2020 | $378,000 | -32.4% | 2,626 | -3.3% | 0.05% | -10.7% |
| Q4 2019 | $559,000 | +91.4% | 2,715 | +79.4% | 0.06% | +75.0% |
| Q3 2019 | $292,000 | -0.7% | 1,513 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $294,000 | -0.7% | 1,513 | -3.2% | 0.03% | 0.0% |
| Q1 2019 | $296,000 | -4.5% | 1,563 | -16.2% | 0.03% | -15.8% |
| Q4 2018 | $310,000 | +6.5% | 1,866 | +29.0% | 0.04% | +31.0% |
| Q3 2018 | $291,000 | +5.4% | 1,447 | +2.1% | 0.03% | +3.6% |
| Q2 2018 | $276,000 | +7.0% | 1,417 | +3.1% | 0.03% | +7.7% |
| Q1 2018 | $258,000 | +2.8% | 1,375 | +3.8% | 0.03% | +4.0% |
| Q4 2017 | $251,000 | +5.9% | 1,325 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $237,000 | +3.0% | 1,325 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $230,000 | +1.3% | 1,325 | 0.0% | 0.02% | -3.8% |
| Q1 2017 | $227,000 | +3.7% | 1,325 | 0.0% | 0.03% | -3.7% |
| Q4 2016 | $219,000 | -0.5% | 1,325 | -7.0% | 0.03% | -3.6% |
| Q3 2016 | $220,000 | +3.3% | 1,425 | 0.0% | 0.03% | -3.4% |
| Q2 2016 | $213,000 | +2.9% | 1,425 | -0.7% | 0.03% | -3.3% |
| Q1 2016 | $207,000 | -89.3% | 1,435 | -89.8% | 0.03% | -88.5% |
| Q1 2014 | $1,928,000 | +20.7% | 14,026 | +17.5% | 0.26% | +17.0% |
| Q4 2013 | $1,598,000 | -48.9% | 11,941 | -54.1% | 0.22% | -10.4% |
| Q3 2013 | $3,128,000 | +137.5% | 25,996 | +127.9% | 0.25% | +15.3% |
| Q2 2013 | $1,317,000 | – | 11,405 | – | 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% |