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 | $97,619,482 | -4.3% | 391,496 | +0.3% | 7.37% | -1.7% |
| Q2 2023 | $102,014,759 | +6.1% | 390,144 | +1.5% | 7.49% | +0.4% |
| Q1 2023 | $96,113,067 | +3.5% | 384,206 | +0.1% | 7.46% | -2.2% |
| Q4 2022 | $92,842,527 | +10.1% | 383,821 | -0.2% | 7.63% | +6.1% |
| Q3 2022 | $84,360,000 | -2.0% | 384,747 | +1.1% | 7.19% | +2.5% |
| Q2 2022 | $86,099,000 | -14.2% | 380,582 | +1.7% | 7.01% | -2.6% |
| Q1 2022 | $100,406,000 | -2.3% | 374,174 | +3.0% | 7.20% | +0.2% |
| Q4 2021 | $102,803,000 | +9.1% | 363,158 | +1.4% | 7.19% | +3.0% |
| Q3 2021 | $94,190,000 | +1.3% | 358,042 | +3.5% | 6.98% | +0.1% |
| Q2 2021 | $92,937,000 | +7.6% | 345,840 | +4.3% | 6.97% | -0.5% |
| Q1 2021 | $86,340,000 | +11.4% | 331,719 | -1.7% | 7.01% | +5.0% |
| Q4 2020 | $77,529,000 | +132.4% | 337,330 | +87.4% | 6.67% | +2.7% |
| Q3 2020 | $33,355,000 | -43.4% | 179,994 | -45.7% | 6.49% | +3.9% |
| Q2 2020 | $58,895,000 | +20.3% | 331,208 | -2.6% | 6.25% | +0.2% |
| Q1 2020 | $48,940,000 | -29.2% | 340,189 | +1.3% | 6.24% | -13.9% |
| Q4 2019 | $69,108,000 | +8.8% | 335,768 | +2.1% | 7.24% | +0.3% |
| Q3 2019 | $63,515,000 | +2.8% | 328,704 | +3.3% | 7.22% | -0.5% |
| Q2 2019 | $61,791,000 | +5.7% | 318,083 | +3.1% | 7.26% | +1.3% |
| Q1 2019 | $58,460,000 | +16.3% | 308,660 | +2.0% | 7.16% | +2.4% |
| Q4 2018 | $50,261,000 | -22.5% | 302,667 | -6.1% | 7.00% | -13.2% |
| Q3 2018 | $64,870,000 | +5.2% | 322,273 | +1.8% | 8.06% | -1.1% |
| Q2 2018 | $61,642,000 | +4.0% | 316,468 | +0.1% | 8.15% | +1.3% |
| Q1 2018 | $59,299,000 | +1.5% | 316,144 | +2.7% | 8.05% | +0.9% |
| Q4 2017 | $58,440,000 | +6.9% | 307,937 | +0.8% | 7.98% | +2.7% |
| Q3 2017 | $54,679,000 | +7.4% | 305,641 | +4.4% | 7.77% | -0.5% |
| Q2 2017 | $50,907,000 | +4.2% | 292,654 | +2.6% | 7.81% | +0.5% |
| Q1 2017 | $48,859,000 | -1.1% | 285,360 | -4.5% | 7.77% | -1.7% |
| Q4 2016 | $49,384,000 | +10.1% | 298,683 | +3.1% | 7.91% | +6.7% |
| Q3 2016 | $44,838,000 | +6.1% | 289,820 | +2.4% | 7.41% | +2.8% |
| Q2 2016 | $42,269,000 | +7.1% | 282,944 | +3.4% | 7.21% | +3.2% |
| Q1 2016 | $39,451,000 | +14.0% | 273,603 | +10.1% | 6.98% | +9.8% |
| Q4 2015 | $34,611,000 | +8.5% | 248,430 | +6.4% | 6.36% | +3.0% |
| Q3 2015 | $31,898,000 | +13.7% | 233,498 | +24.8% | 6.18% | +18.6% |
| Q2 2015 | $28,058,000 | +41.5% | 187,076 | +43.4% | 5.21% | +40.4% |
| Q1 2015 | $19,825,000 | +5.6% | 130,444 | +0.6% | 3.71% | +4.3% |
| Q4 2014 | $18,778,000 | +1.5% | 129,685 | -4.2% | 3.56% | -0.5% |
| Q3 2014 | $18,504,000 | -6.6% | 135,323 | -2.3% | 3.58% | -7.6% |
| Q2 2014 | $19,812,000 | -0.6% | 138,466 | -4.5% | 3.87% | -4.0% |
| Q1 2014 | $19,927,000 | +2.5% | 144,954 | -0.2% | 4.03% | -3.8% |
| Q4 2013 | $19,445,000 | +1.9% | 145,316 | -5.5% | 4.19% | -5.0% |
| Q3 2013 | $19,089,000 | +10.6% | 153,767 | +2.9% | 4.41% | -1.9% |
| Q2 2013 | $17,257,000 | – | 149,409 | – | 4.49% | – |
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% |