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 | $22,143,028 | -3.4% | 88,803 | +1.3% | 0.01% | 0.0% |
| Q2 2023 | $22,915,323 | -1.5% | 87,637 | -5.8% | 0.01% | -10.0% |
| Q1 2023 | $23,275,637 | +5.6% | 93,043 | +2.1% | 0.01% | 0.0% |
| Q4 2022 | $22,033,760 | +14.5% | 91,090 | +3.8% | 0.01% | +11.1% |
| Q3 2022 | $19,243,000 | -4.8% | 87,762 | -1.8% | 0.01% | 0.0% |
| Q2 2022 | $20,223,000 | -18.9% | 89,393 | -3.8% | 0.01% | -10.0% |
| Q1 2022 | $24,930,000 | +99.8% | 92,906 | +110.8% | 0.01% | +150.0% |
| Q4 2021 | $12,479,000 | +324.2% | 44,082 | +294.2% | 0.00% | +300.0% |
| Q3 2021 | $2,942,000 | -85.3% | 11,182 | -85.0% | 0.00% | -87.5% |
| Q2 2021 | $20,033,000 | +1.3% | 74,548 | -1.9% | 0.01% | -11.1% |
| Q1 2021 | $19,771,000 | -1.5% | 75,960 | -13.0% | 0.01% | 0.0% |
| Q4 2020 | $20,074,000 | +21.2% | 87,341 | -2.3% | 0.01% | 0.0% |
| Q3 2020 | $16,569,000 | +4.9% | 89,413 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $15,789,000 | +788.5% | 88,792 | +618.7% | 0.01% | +800.0% |
| Q1 2020 | $1,777,000 | -41.6% | 12,355 | -16.4% | 0.00% | -50.0% |
| Q4 2019 | $3,043,000 | +57.3% | 14,786 | +47.7% | 0.00% | +100.0% |
| Q3 2019 | $1,934,000 | +0.2% | 10,008 | +0.7% | 0.00% | 0.0% |
| Q2 2019 | $1,930,000 | +17.3% | 9,934 | +14.4% | 0.00% | 0.0% |
| Q1 2019 | $1,645,000 | -96.7% | 8,684 | -97.1% | 0.00% | -97.3% |
| Q4 2018 | $50,421,000 | -18.3% | 303,634 | -0.9% | 0.04% | -7.5% |
| Q3 2018 | $61,687,000 | +3900.5% | 306,457 | +3771.9% | 0.04% | +3900.0% |
| Q2 2018 | $1,542,000 | +3.5% | 7,915 | -0.4% | 0.00% | 0.0% |
| Q1 2018 | $1,490,000 | +12.3% | 7,943 | +13.6% | 0.00% | 0.0% |
| Q4 2017 | $1,327,000 | +1.2% | 6,994 | -4.6% | 0.00% | 0.0% |
| Q3 2017 | $1,311,000 | +4.1% | 7,328 | +1.3% | 0.00% | 0.0% |
| Q2 2017 | $1,259,000 | +80.6% | 7,237 | +77.7% | 0.00% | 0.0% |
| Q1 2017 | $697,000 | -13.2% | 4,073 | -16.1% | 0.00% | 0.0% |
| Q4 2016 | $803,000 | +7.5% | 4,854 | +0.6% | 0.00% | 0.0% |
| Q3 2016 | $747,000 | +1.4% | 4,826 | -2.2% | 0.00% | 0.0% |
| Q2 2016 | $737,000 | -20.2% | 4,936 | -22.9% | 0.00% | 0.0% |
| Q1 2016 | $923,000 | +35.5% | 6,400 | +30.9% | 0.00% | 0.0% |
| Q4 2015 | $681,000 | -2.2% | 4,888 | -4.1% | 0.00% | 0.0% |
| Q3 2015 | $696,000 | +1.8% | 5,098 | +11.8% | 0.00% | 0.0% |
| Q2 2015 | $684,000 | +117.8% | 4,559 | +120.5% | 0.00% | – |
| Q1 2015 | $314,000 | +330.1% | 2,068 | +308.7% | 0.00% | – |
| Q4 2014 | $73,000 | +14.1% | 506 | +8.1% | 0.00% | – |
| Q3 2014 | $64,000 | -71.3% | 468 | -69.9% | 0.00% | – |
| Q2 2014 | $223,000 | +337.3% | 1,557 | +323.1% | 0.00% | – |
| Q1 2014 | $51,000 | – | 368 | – | 0.00% | – |
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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% |