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 2022 | $4,774,000 | +12.5% | 21,772 | +16.0% | 0.01% | +16.7% |
| Q2 2022 | $4,245,000 | -17.1% | 18,763 | -1.6% | 0.01% | 0.0% |
| Q1 2022 | $5,119,000 | +19.0% | 19,077 | +25.6% | 0.01% | +20.0% |
| Q4 2021 | $4,301,000 | +8.0% | 15,193 | -0.9% | 0.01% | -16.7% |
| Q3 2021 | $3,982,000 | -1.7% | 15,329 | +1.7% | 0.01% | +20.0% |
| Q2 2021 | $4,051,000 | +11.6% | 15,076 | +8.1% | 0.01% | 0.0% |
| Q1 2021 | $3,630,000 | -24.7% | 13,945 | -33.5% | 0.01% | +25.0% |
| Q4 2020 | $4,822,000 | +149.1% | 20,976 | +100.8% | 0.00% | 0.0% |
| Q3 2020 | $1,936,000 | +5.7% | 10,448 | +1.4% | 0.00% | 0.0% |
| Q2 2020 | $1,832,000 | +37.0% | 10,303 | +10.8% | 0.00% | +33.3% |
| Q1 2020 | $1,337,000 | -31.7% | 9,295 | -2.3% | 0.00% | -25.0% |
| Q4 2019 | $1,957,000 | +9.9% | 9,510 | +3.3% | 0.00% | 0.0% |
| Q3 2019 | $1,780,000 | +7.4% | 9,210 | +7.9% | 0.00% | 0.0% |
| Q2 2019 | $1,658,000 | -10.8% | 8,536 | -13.0% | 0.00% | 0.0% |
| Q1 2019 | $1,858,000 | +52.4% | 9,810 | +33.7% | 0.00% | +33.3% |
| Q4 2018 | $1,219,000 | -18.3% | 7,339 | -1.0% | 0.00% | 0.0% |
| Q3 2018 | $1,492,000 | +15.9% | 7,411 | +12.1% | 0.00% | 0.0% |
| Q2 2018 | $1,287,000 | -63.8% | 6,610 | -65.2% | 0.00% | -25.0% |
| Q1 2018 | $3,560,000 | +149.0% | 18,980 | +151.9% | 0.00% | +33.3% |
| Q4 2017 | $1,430,000 | +51.6% | 7,535 | +43.0% | 0.00% | +50.0% |
| Q3 2017 | $943,000 | +17.9% | 5,269 | +14.5% | 0.00% | 0.0% |
| Q2 2017 | $800,000 | -1.7% | 4,600 | -3.2% | 0.00% | 0.0% |
| Q1 2017 | $814,000 | +10.1% | 4,753 | +6.4% | 0.00% | 0.0% |
| Q4 2016 | $739,000 | +18.4% | 4,467 | +10.7% | 0.00% | 0.0% |
| Q3 2016 | $624,000 | +6.3% | 4,035 | +2.7% | 0.00% | 0.0% |
| Q2 2016 | $587,000 | -7.3% | 3,930 | -10.5% | 0.00% | 0.0% |
| Q1 2016 | $633,000 | +19.2% | 4,389 | +15.3% | 0.00% | 0.0% |
| Q4 2015 | $531,000 | -77.8% | 3,808 | -78.2% | 0.00% | -71.4% |
| Q3 2015 | $2,391,000 | -4.7% | 17,501 | +4.7% | 0.01% | -12.5% |
| Q2 2015 | $2,508,000 | +2.3% | 16,720 | +3.7% | 0.01% | +14.3% |
| Q1 2015 | $2,451,000 | -11.1% | 16,130 | -15.3% | 0.01% | -12.5% |
| Q4 2014 | $2,758,000 | +19.4% | 19,045 | +12.8% | 0.01% | +14.3% |
| Q3 2014 | $2,310,000 | -54.1% | 16,887 | -51.9% | 0.01% | 0.0% |
| Q2 2014 | $5,028,000 | +108.3% | 35,130 | +100.0% | 0.01% | 0.0% |
| Q1 2014 | $2,414,000 | +24.2% | 17,565 | +21.0% | 0.01% | +16.7% |
| Q4 2013 | $1,943,000 | -11.7% | 14,520 | -18.1% | 0.01% | -14.3% |
| Q3 2013 | $2,200,000 | +8.0% | 17,725 | +0.5% | 0.01% | +16.7% |
| Q2 2013 | $2,037,000 | – | 17,640 | – | 0.01% | – |
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% |