ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,563,685 | -5.3% | 1,847,056 | -0.7% | 2.21% | -0.0% |
| Q2 2023 | $486,307,236 | +4.4% | 1,859,826 | -0.1% | 2.21% | -0.5% |
| Q1 2023 | $465,924,243 | +3.6% | 1,862,505 | +0.2% | 2.22% | +0.5% |
| Q4 2022 | $449,762,889 | +10.7% | 1,859,369 | +0.4% | 2.21% | +4.3% |
| Q3 2022 | $406,229,000 | -3.1% | 1,852,728 | -0.1% | 2.12% | +3.3% |
| Q2 2022 | $419,382,000 | -17.0% | 1,853,786 | -1.6% | 2.05% | -4.1% |
| Q1 2022 | $505,580,000 | -5.1% | 1,884,102 | +0.1% | 2.14% | +0.1% |
| Q4 2021 | $532,891,000 | +6.5% | 1,882,474 | -1.0% | 2.13% | -2.2% |
| Q3 2021 | $500,241,000 | -1.8% | 1,901,551 | +0.3% | 2.18% | -2.5% |
| Q2 2021 | $509,604,000 | -48.5% | 1,896,341 | -50.2% | 2.24% | -2.9% |
| Q1 2021 | $990,276,000 | +122.1% | 3,804,658 | +96.2% | 2.30% | +5.5% |
| Q4 2020 | $445,786,000 | +23.3% | 1,939,635 | -0.6% | 2.18% | +11.5% |
| Q3 2020 | $361,504,000 | +1.7% | 1,950,802 | -2.4% | 1.96% | -4.4% |
| Q2 2020 | $355,318,000 | +21.2% | 1,998,184 | -2.0% | 2.05% | +4.6% |
| Q1 2020 | $293,260,000 | -30.6% | 2,038,509 | -0.7% | 1.96% | -13.6% |
| Q4 2019 | $422,534,000 | +4.2% | 2,052,928 | -2.2% | 2.26% | -2.1% |
| Q3 2019 | $405,643,000 | -4.3% | 2,099,271 | -3.8% | 2.31% | -6.4% |
| Q2 2019 | $423,991,000 | +1.3% | 2,182,593 | -1.2% | 2.47% | -0.8% |
| Q1 2019 | $418,538,000 | +10.3% | 2,209,813 | -3.3% | 2.49% | +0.3% |
| Q4 2018 | $379,592,000 | -17.6% | 2,285,866 | -0.1% | 2.48% | -3.0% |
| Q3 2018 | $460,392,000 | +2.3% | 2,287,203 | -1.0% | 2.56% | -2.5% |
| Q2 2018 | $450,194,000 | +1.3% | 2,311,293 | -2.4% | 2.62% | +0.1% |
| Q1 2018 | $444,218,000 | -5.4% | 2,368,280 | -4.2% | 2.62% | -2.5% |
| Q4 2017 | $469,398,000 | +2.2% | 2,473,374 | -3.7% | 2.69% | -1.3% |
| Q3 2017 | $459,492,000 | +0.6% | 2,568,425 | -2.2% | 2.72% | -0.3% |
| Q2 2017 | $456,688,000 | -0.2% | 2,625,395 | -1.8% | 2.73% | -0.5% |
| Q1 2017 | $457,828,000 | +7.7% | 2,673,910 | +4.0% | 2.75% | +3.5% |
| Q4 2016 | $425,127,000 | +14.2% | 2,571,227 | +6.9% | 2.65% | +13.5% |
| Q3 2016 | $372,158,000 | +4.1% | 2,405,514 | +0.5% | 2.34% | +0.3% |
| Q2 2016 | $357,417,000 | +3.4% | 2,392,510 | -0.2% | 2.33% | +1.7% |
| Q1 2016 | $345,521,000 | -0.8% | 2,396,289 | -4.2% | 2.29% | -2.2% |
| Q4 2015 | $348,476,000 | +3.9% | 2,501,259 | +1.9% | 2.34% | -1.1% |
| Q3 2015 | $335,263,000 | -10.8% | 2,454,166 | -2.1% | 2.37% | -5.2% |
| Q2 2015 | $375,944,000 | -5.4% | 2,506,627 | -4.2% | 2.50% | -3.6% |
| Q1 2015 | $397,556,000 | -1.1% | 2,615,840 | -5.8% | 2.59% | -1.8% |
| Q4 2014 | $402,036,000 | +6.8% | 2,776,493 | +0.8% | 2.64% | +2.4% |
| Q3 2014 | $376,571,000 | -1.7% | 2,753,919 | +2.9% | 2.58% | +1.5% |
| Q2 2014 | $382,925,000 | +5.7% | 2,676,303 | +1.6% | 2.54% | -9.3% |
| Q1 2014 | $362,244,000 | +6.6% | 2,635,075 | +3.7% | 2.80% | +26.4% |
| Q4 2013 | $339,901,000 | +9.7% | 2,540,172 | +1.8% | 2.22% | +4.0% |
| Q3 2013 | $309,792,000 | +14.8% | 2,495,498 | +6.8% | 2.13% | +114.0% |
| Q2 2013 | $269,936,000 | +6.1% | 2,337,103 | +5.7% | 1.00% | +5.8% |
| Q1 2013 | $254,412,000 | +33.0% | 2,210,930 | +17.5% | 0.94% | +23.5% |
| Q4 2012 | $191,294,000 | – | 1,880,958 | – | 0.76% | – |
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% |