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 | $55,817,496 | -4.6% | 223,852 | 0.0% | 0.07% | +1.5% |
| Q2 2023 | $58,532,821 | +4.9% | 223,852 | +0.3% | 0.07% | 0.0% |
| Q1 2023 | $55,823,704 | +3.8% | 223,152 | +0.4% | 0.07% | +1.5% |
| Q4 2022 | $53,760,536 | -66.2% | 222,252 | -69.1% | 0.07% | -66.8% |
| Q3 2022 | $159,053,000 | -2.3% | 719,794 | -0.0% | 0.20% | +5.3% |
| Q2 2022 | $162,849,000 | -15.4% | 719,840 | +0.3% | 0.19% | +7.4% |
| Q1 2022 | $192,489,000 | +23.8% | 717,334 | +30.6% | 0.18% | +35.4% |
| Q4 2021 | $155,527,000 | +8.0% | 549,408 | +0.3% | 0.13% | -13.3% |
| Q3 2021 | $144,064,000 | -2.1% | 547,626 | +0.4% | 0.15% | +0.7% |
| Q2 2021 | $147,162,000 | -18.1% | 545,631 | -21.0% | 0.15% | -25.9% |
| Q1 2021 | $179,771,000 | +13.5% | 690,683 | +0.2% | 0.20% | +4.7% |
| Q4 2020 | $158,375,000 | +6.9% | 689,095 | -13.8% | 0.19% | -6.8% |
| Q3 2020 | $148,175,000 | +2.6% | 799,609 | -1.6% | 0.21% | +0.5% |
| Q2 2020 | $144,439,000 | +24.8% | 812,273 | +1.0% | 0.20% | +4.6% |
| Q1 2020 | $115,694,000 | -30.1% | 804,213 | +0.0% | 0.20% | -18.3% |
| Q4 2019 | $165,507,000 | +7.0% | 804,136 | +0.4% | 0.24% | +1.7% |
| Q3 2019 | $154,704,000 | -0.1% | 800,623 | +0.4% | 0.24% | +1.7% |
| Q2 2019 | $154,891,000 | +3.0% | 797,337 | +0.4% | 0.23% | +0.9% |
| Q1 2019 | $150,427,000 | +100.5% | 794,229 | +75.8% | 0.23% | +75.6% |
| Q4 2018 | $75,030,000 | -17.3% | 451,824 | +0.3% | 0.13% | -2.2% |
| Q3 2018 | $90,682,000 | +3.9% | 450,504 | +0.5% | 0.13% | +0.8% |
| Q2 2018 | $87,273,000 | -15.4% | 448,060 | -18.6% | 0.13% | -15.8% |
| Q1 2018 | $103,193,000 | -32.0% | 550,154 | -31.2% | 0.16% | -28.5% |
| Q4 2017 | $151,738,000 | +23.5% | 799,548 | +16.5% | 0.22% | +20.1% |
| Q3 2017 | $122,823,000 | +3.4% | 686,546 | +0.5% | 0.18% | -1.6% |
| Q2 2017 | $118,785,000 | -16.2% | 682,873 | -17.5% | 0.19% | -17.3% |
| Q1 2017 | $141,734,000 | +71.1% | 827,790 | +65.2% | 0.23% | +61.4% |
| Q4 2016 | $82,842,000 | -17.4% | 501,045 | -22.7% | 0.14% | -19.5% |
| Q3 2016 | $100,309,000 | +49.4% | 648,368 | +44.2% | 0.17% | +42.6% |
| Q2 2016 | $67,154,000 | +97.0% | 449,522 | +90.1% | 0.12% | +90.6% |
| Q1 2016 | $34,093,000 | +4.4% | 236,444 | +0.9% | 0.06% | -1.5% |
| Q4 2015 | $32,649,000 | +1487.2% | 234,243 | +1455.7% | 0.06% | +1525.0% |
| Q3 2015 | $2,057,000 | -7.4% | 15,057 | +2.0% | 0.00% | 0.0% |
| Q2 2015 | $2,222,000 | +0.6% | 14,762 | +0.6% | 0.00% | 0.0% |
| Q1 2015 | $2,208,000 | -21.1% | 14,667 | -24.1% | 0.00% | -20.0% |
| Q4 2014 | $2,799,000 | +30.7% | 19,331 | +23.5% | 0.01% | +25.0% |
| Q3 2014 | $2,141,000 | +10.6% | 15,655 | +15.7% | 0.00% | +33.3% |
| Q2 2014 | $1,935,000 | +4.6% | 13,525 | +0.5% | 0.00% | 0.0% |
| Q1 2014 | $1,850,000 | +2.3% | 13,455 | -0.4% | 0.00% | 0.0% |
| Q4 2013 | $1,808,000 | +8.4% | 13,510 | +0.5% | 0.00% | 0.0% |
| Q3 2013 | $1,668,000 | -13.4% | 13,440 | -19.4% | 0.00% | -25.0% |
| Q2 2013 | $1,927,000 | – | 16,683 | – | 0.00% | – |
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% |