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 | $2,601,588 | -4.2% | 10,433 | +0.5% | 0.18% | 0.0% |
| Q2 2023 | $2,714,549 | +5.1% | 10,381 | +0.5% | 0.18% | +3.5% |
| Q1 2023 | $2,583,272 | +3.4% | 10,326 | 0.0% | 0.17% | -1.7% |
| Q4 2022 | $2,497,872 | +28.1% | 10,326 | +16.1% | 0.18% | +19.9% |
| Q3 2022 | $1,950,000 | -11.4% | 8,895 | -8.5% | 0.15% | -10.4% |
| Q2 2022 | $2,200,000 | -10.9% | 9,724 | +5.6% | 0.16% | +8.7% |
| Q1 2022 | $2,470,000 | -8.6% | 9,206 | -3.6% | 0.15% | -12.8% |
| Q4 2021 | $2,702,000 | +6.3% | 9,546 | +0.9% | 0.17% | +3.0% |
| Q2 2021 | $2,542,000 | +1.7% | 9,461 | -1.5% | 0.17% | -6.7% |
| Q1 2021 | $2,499,000 | -96.1% | 9,602 | -96.6% | 0.18% | -96.4% |
| Q4 2020 | $64,484,000 | +25.1% | 280,575 | +0.8% | 4.93% | +12.7% |
| Q3 2020 | $51,561,000 | +4.5% | 278,240 | +0.3% | 4.37% | +0.8% |
| Q2 2020 | $49,338,000 | +29.7% | 277,462 | +4.9% | 4.34% | +12.5% |
| Q1 2020 | $38,048,000 | -29.7% | 264,477 | +0.5% | 3.86% | -13.9% |
| Q4 2019 | $54,150,000 | +6.6% | 263,092 | +0.1% | 4.48% | -1.0% |
| Q3 2019 | $50,784,000 | -1.5% | 262,817 | -1.0% | 4.52% | -3.1% |
| Q2 2019 | $51,564,000 | +2.2% | 265,441 | -0.4% | 4.67% | +0.9% |
| Q1 2019 | $50,478,000 | +15.1% | 266,518 | +0.9% | 4.63% | -1.2% |
| Q4 2018 | $43,848,000 | -17.7% | 264,051 | -0.3% | 4.68% | -3.4% |
| Q3 2018 | $53,295,000 | +2.6% | 264,766 | -0.8% | 4.85% | -4.9% |
| Q2 2018 | $51,964,000 | +3.1% | 266,782 | -0.7% | 5.10% | +0.7% |
| Q1 2018 | $50,403,000 | -2.6% | 268,715 | -1.5% | 5.06% | +4.7% |
| Q4 2017 | $51,755,000 | +6.5% | 272,713 | +0.4% | 4.84% | -0.8% |
| Q3 2017 | $48,600,000 | +2.0% | 271,658 | -0.9% | 4.88% | -1.8% |
| Q2 2017 | $47,669,000 | +0.6% | 274,041 | -0.9% | 4.97% | -2.9% |
| Q1 2017 | $47,371,000 | +0.7% | 276,668 | -2.7% | 5.11% | -1.8% |
| Q4 2016 | $47,028,000 | +7.0% | 284,429 | +0.1% | 5.21% | +3.6% |
| Q3 2016 | $43,945,000 | +1.3% | 284,046 | -2.2% | 5.03% | +0.7% |
| Q2 2016 | $43,370,000 | +3.0% | 290,316 | -0.6% | 4.99% | +0.9% |
| Q1 2016 | $42,119,000 | +0.6% | 292,106 | -2.8% | 4.95% | -0.1% |
| Q4 2015 | $41,876,000 | -5.6% | 300,573 | -7.5% | 4.95% | -2.8% |
| Q3 2015 | $44,367,000 | -9.1% | 324,773 | -0.2% | 5.09% | -4.1% |
| Q2 2015 | $48,830,000 | -1.8% | 325,575 | -0.5% | 5.31% | -7.8% |
| Q1 2015 | $49,745,000 | +4.6% | 327,314 | -0.4% | 5.76% | +8.0% |
| Q4 2014 | $47,571,000 | +7.0% | 328,527 | +1.0% | 5.33% | -1.1% |
| Q3 2014 | $44,469,000 | -4.5% | 325,207 | -0.0% | 5.39% | -4.4% |
| Q2 2014 | $46,543,000 | -0.9% | 325,292 | -4.8% | 5.64% | +2.3% |
| Q1 2014 | $46,986,000 | +1.9% | 341,790 | -0.8% | 5.51% | +2.2% |
| Q4 2013 | $46,108,000 | +9.5% | 344,572 | +1.6% | 5.39% | -0.8% |
| Q3 2013 | $42,119,000 | +8.5% | 339,290 | +1.0% | 5.43% | +1.7% |
| Q2 2013 | $38,807,000 | – | 335,986 | – | 5.34% | – |
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% |