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 | $5,562 | -4.1% | 22,305 | +0.6% | 0.10% | 0.0% |
| Q2 2023 | $5,799 | +0.9% | 22,175 | -3.3% | 0.10% | -5.5% |
| Q1 2023 | $5,747 | +9.7% | 22,924 | +5.9% | 0.11% | +5.8% |
| Q4 2022 | $5,237 | -99.9% | 21,649 | -3.9% | 0.10% | +2.0% |
| Q3 2022 | $4,937,000 | +4.8% | 22,520 | +8.1% | 0.10% | -6.5% |
| Q2 2022 | $4,711,000 | -15.5% | 20,823 | +0.2% | 0.11% | -0.9% |
| Q1 2022 | $5,577,000 | -8.4% | 20,787 | -3.4% | 0.11% | -5.2% |
| Q4 2021 | $6,088,000 | +3.7% | 21,510 | -3.7% | 0.12% | -5.0% |
| Q3 2021 | $5,873,000 | +1.2% | 22,327 | +3.4% | 0.12% | -12.9% |
| Q2 2021 | $5,804,000 | -2.6% | 21,600 | -5.7% | 0.14% | -9.7% |
| Q1 2021 | $5,961,000 | +241.4% | 22,905 | +201.5% | 0.15% | +196.2% |
| Q4 2020 | $1,746,000 | +32.3% | 7,597 | +6.6% | 0.05% | +8.3% |
| Q3 2020 | $1,320,000 | +16.7% | 7,126 | +12.1% | 0.05% | +6.7% |
| Q2 2020 | $1,131,000 | +11.6% | 6,356 | -9.8% | 0.04% | -6.2% |
| Q1 2020 | $1,013,000 | -36.3% | 7,044 | -8.9% | 0.05% | -25.0% |
| Q4 2019 | $1,591,000 | +1.0% | 7,728 | -5.2% | 0.06% | -5.9% |
| Q3 2019 | $1,576,000 | +4.0% | 8,153 | +4.6% | 0.07% | +3.0% |
| Q2 2019 | $1,515,000 | +11.8% | 7,798 | +9.0% | 0.07% | +8.2% |
| Q1 2019 | $1,355,000 | +15.5% | 7,154 | +1.3% | 0.06% | +1.7% |
| Q4 2018 | $1,173,000 | -13.4% | 7,064 | +5.0% | 0.06% | -9.1% |
| Q3 2018 | $1,354,000 | +3.3% | 6,730 | 0.0% | 0.07% | -2.9% |
| Q2 2018 | $1,311,000 | -99.9% | 6,730 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $1,262,346,000 | -1.5% | 6,730 | -0.4% | 0.07% | -1.4% |
| Q4 2017 | $1,281,774,000 | -6.6% | 6,754 | -11.9% | 0.07% | -12.7% |
| Q3 2017 | $1,372,163,000 | +2.8% | 7,670 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $1,334,197,000 | +5.6% | 7,670 | +3.9% | 0.08% | +2.6% |
| Q1 2017 | $1,263,946,000 | +40.0% | 7,382 | +35.2% | 0.08% | +32.2% |
| Q4 2016 | $903,087,000 | +2.4% | 5,462 | -4.2% | 0.06% | 0.0% |
| Q3 2016 | $882,156,000 | +1.8% | 5,702 | -1.7% | 0.06% | -1.7% |
| Q2 2016 | $866,761,000 | +4.9% | 5,802 | +1.3% | 0.06% | +3.4% |
| Q1 2016 | $826,209,000 | +3.5% | 5,730 | 0.0% | 0.06% | +3.6% |
| Q4 2015 | $798,304,000 | +4.0% | 5,730 | +2.0% | 0.06% | -1.8% |
| Q3 2015 | $767,338,000 | -8.9% | 5,617 | 0.0% | 0.06% | -3.4% |
| Q2 2015 | $842,437,000 | +1.4% | 5,617 | +2.7% | 0.06% | +3.5% |
| Q1 2015 | $830,874,000 | +55.0% | 5,467 | +47.7% | 0.06% | +50.0% |
| Q4 2014 | $536,050,000 | +7.9% | 3,702 | +1.9% | 0.04% | +2.7% |
| Q3 2014 | $496,639,000 | -6.2% | 3,632 | -1.9% | 0.04% | -7.5% |
| Q2 2014 | $529,682,000 | +17.6% | 3,702 | +13.0% | 0.04% | +11.1% |
| Q1 2014 | $450,352,000 | +19.3% | 3,276 | +16.1% | 0.04% | +20.0% |
| Q4 2013 | $377,612,000 | +50.0% | 2,822 | +39.2% | 0.03% | +36.4% |
| Q3 2013 | $251,756,000 | +7.5% | 2,028 | 0.0% | 0.02% | +4.8% |
| Q2 2013 | $234,235,000 | – | 2,028 | – | 0.02% | – |
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% |