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 | $3,486,162 | -3.1% | 13,981 | +1.6% | 1.39% | +4.5% |
| Q2 2023 | $3,597,180 | +3.8% | 13,757 | -0.6% | 1.33% | -1.8% |
| Q1 2023 | $3,463,966 | +20.3% | 13,847 | +16.3% | 1.36% | +16.9% |
| Q4 2022 | $2,879,217 | -99.6% | 11,903 | +238.7% | 1.16% | +198.7% |
| Q3 2022 | $770,480,000 | -8.9% | 3,514 | -6.0% | 0.39% | -2.5% |
| Q2 2022 | $845,874,000 | -17.3% | 3,739 | -1.9% | 0.40% | +1.5% |
| Q1 2022 | $1,023,180,000 | -7.0% | 3,813 | -1.9% | 0.39% | +5.4% |
| Q4 2021 | $1,100,615,000 | +4.7% | 3,888 | -2.7% | 0.37% | -1.1% |
| Q3 2021 | $1,051,228,000 | -2.2% | 3,996 | -0.1% | 0.38% | +3.3% |
| Q2 2021 | $1,075,189,000 | -0.8% | 4,001 | -3.9% | 0.36% | -6.4% |
| Q1 2021 | $1,083,806,000 | +24.1% | 4,164 | +9.6% | 0.39% | +22.3% |
| Q4 2020 | $873,584,000 | +23.1% | 3,801 | -0.7% | 0.32% | +8.9% |
| Q3 2020 | $709,367,000 | +13.9% | 3,828 | -11.6% | 0.29% | -9.9% |
| Q1 2020 | $622,914,000 | -30.3% | 4,330 | -0.2% | 0.32% | -8.5% |
| Q4 2019 | $893,259,000 | +149.2% | 4,340 | +134.0% | 0.35% | +125.5% |
| Q3 2019 | $358,442,000 | +0.3% | 1,855 | +0.8% | 0.16% | -1.9% |
| Q2 2019 | $357,439,000 | -15.4% | 1,840 | -17.6% | 0.16% | -16.7% |
| Q1 2019 | $422,741,000 | +14.0% | 2,232 | -0.0% | 0.19% | -2.5% |
| Q4 2018 | $370,812,000 | -22.9% | 2,233 | -6.5% | 0.20% | -10.9% |
| Q3 2018 | $480,681,000 | +3.1% | 2,388 | -0.3% | 0.22% | -4.7% |
| Q2 2018 | $466,303,000 | +7.3% | 2,394 | +3.3% | 0.23% | +10.5% |
| Q1 2018 | $434,600,000 | – | 2,317 | – | 0.21% | – |
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% |