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 | $16,297,267 | -5.4% | 65,359 | -0.8% | 10.29% | +1.3% |
| Q2 2023 | $17,231,271 | +1.3% | 65,899 | -3.1% | 10.15% | -4.7% |
| Q1 2023 | $17,016,634 | +98245.0% | 68,023 | -4.9% | 10.65% | +0.4% |
| Q4 2022 | $17,303 | -99.9% | 71,533 | -2.4% | 10.62% | +3.3% |
| Q3 2022 | $16,066,000 | -1.3% | 73,278 | +1.8% | 10.27% | +3.6% |
| Q2 2022 | $16,279,000 | -17.1% | 71,958 | -1.7% | 9.92% | -0.2% |
| Q1 2022 | $19,643,000 | -5.6% | 73,203 | -0.4% | 9.94% | +0.6% |
| Q4 2021 | $20,806,000 | +4.9% | 73,498 | -2.5% | 9.88% | -3.0% |
| Q3 2021 | $19,829,000 | -0.5% | 75,374 | +1.6% | 10.18% | -2.2% |
| Q2 2021 | $19,930,000 | +2.3% | 74,163 | -0.9% | 10.42% | -3.9% |
| Q1 2021 | $19,486,000 | +14.7% | 74,864 | +1.3% | 10.84% | +4.7% |
| Q4 2020 | $16,991,000 | +22.9% | 73,928 | -0.9% | 10.36% | +12.0% |
| Q3 2020 | $13,829,000 | +0.9% | 74,628 | -3.2% | 9.25% | -5.4% |
| Q2 2020 | $13,708,000 | +16.3% | 77,088 | -5.9% | 9.78% | +0.8% |
| Q1 2020 | $11,784,000 | -27.8% | 81,912 | +3.3% | 9.70% | -10.2% |
| Q4 2019 | $16,318,000 | +4.9% | 79,283 | -1.5% | 10.80% | +1.5% |
| Q3 2019 | $15,560,000 | -1.1% | 80,523 | -0.6% | 10.65% | -4.4% |
| Q2 2019 | $15,738,000 | +2.4% | 81,013 | -0.2% | 11.14% | +0.5% |
| Q1 2019 | $15,370,000 | +12.4% | 81,148 | -1.4% | 11.08% | -2.5% |
| Q4 2018 | $13,670,000 | -16.9% | 82,323 | +0.8% | 11.36% | +0.3% |
| Q3 2018 | $16,442,000 | +2.4% | 81,683 | -0.9% | 11.33% | -2.8% |
| Q2 2018 | $16,059,000 | +4.3% | 82,447 | +0.4% | 11.66% | +3.4% |
| Q1 2018 | $15,399,000 | -2.0% | 82,097 | -0.9% | 11.28% | -3.2% |
| Q4 2017 | $15,718,000 | +2.1% | 82,821 | -3.8% | 11.65% | +3.1% |
| Q3 2017 | $15,397,000 | +1.6% | 86,066 | -1.2% | 11.31% | -0.2% |
| Q2 2017 | $15,154,000 | -1.5% | 87,116 | -3.1% | 11.33% | -4.5% |
| Q1 2017 | $15,391,000 | +3.8% | 89,886 | +0.2% | 11.87% | -1.3% |
| Q4 2016 | $14,829,000 | +0.2% | 89,691 | -6.2% | 12.02% | +5.8% |
| Q3 2016 | $14,793,000 | +8.8% | 95,613 | +5.0% | 11.36% | +1.8% |
| Q2 2016 | $13,597,000 | -0.2% | 91,021 | -3.6% | 11.17% | -2.9% |
| Q1 2016 | $13,621,000 | +1.7% | 94,466 | -1.8% | 11.50% | -1.6% |
| Q4 2015 | $13,396,000 | -2.9% | 96,155 | -4.8% | 11.68% | +1.8% |
| Q3 2015 | $13,802,000 | -4.3% | 101,032 | +5.0% | 11.47% | -3.2% |
| Q2 2015 | $14,425,000 | -1.2% | 96,185 | -1.3% | 11.86% | +1.2% |
| Q1 2015 | $14,600,000 | +6.0% | 97,450 | +2.5% | 11.72% | +4.2% |
| Q4 2014 | $13,770,000 | +5.9% | 95,093 | -0.0% | 11.24% | +3.4% |
| Q3 2014 | $13,007,000 | -3.8% | 95,118 | +0.6% | 10.88% | -2.4% |
| Q2 2014 | $13,525,000 | +0.3% | 94,533 | -3.6% | 11.14% | +1.2% |
| Q1 2014 | $13,484,000 | +4.4% | 98,085 | +1.6% | 11.01% | +5.5% |
| Q4 2013 | $12,914,000 | +18.0% | 96,505 | +9.5% | 10.43% | +6.0% |
| Q3 2013 | $10,941,000 | +8.1% | 88,138 | +0.6% | 9.84% | +3.7% |
| Q2 2013 | $10,122,000 | – | 87,633 | – | 9.48% | – |
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% |