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 | $20,687,618 | -6.0% | 82,966 | -1.4% | 2.08% | -3.6% |
| Q2 2023 | $22,002,460 | +3.3% | 84,145 | -1.2% | 2.16% | -3.3% |
| Q1 2023 | $21,296,141 | +4.2% | 85,130 | +0.8% | 2.23% | -2.6% |
| Q4 2022 | $20,429,221 | +10.1% | 84,456 | -0.2% | 2.29% | -14.6% |
| Q3 2022 | $18,554,000 | -2.5% | 84,622 | +0.6% | 2.69% | +5.2% |
| Q2 2022 | $19,030,000 | -15.1% | 84,119 | +0.7% | 2.55% | -5.2% |
| Q1 2022 | $22,417,000 | -2.7% | 83,537 | +2.7% | 2.69% | -11.2% |
| Q4 2021 | $23,035,000 | +10.8% | 81,371 | +2.9% | 3.03% | -4.0% |
| Q3 2021 | $20,799,000 | -1.5% | 79,062 | +0.6% | 3.16% | -10.7% |
| Q2 2021 | $21,111,000 | +10.4% | 78,559 | +7.0% | 3.54% | -18.8% |
| Q1 2021 | $19,114,000 | +20.0% | 73,434 | +6.0% | 4.35% | +3.8% |
| Q4 2020 | $15,929,000 | +27.9% | 69,306 | +3.1% | 4.19% | +8.6% |
| Q3 2020 | $12,452,000 | +6.0% | 67,195 | +1.7% | 3.86% | -7.4% |
| Q2 2020 | $11,746,000 | +26.9% | 66,055 | +2.6% | 4.17% | +5.6% |
| Q1 2020 | $9,258,000 | -28.1% | 64,352 | +2.8% | 3.95% | -11.1% |
| Q4 2019 | $12,884,000 | +8.2% | 62,598 | +2.7% | 4.44% | +3.8% |
| Q3 2019 | $11,905,000 | +13.9% | 60,955 | +13.3% | 4.28% | -38.0% |
| Q2 2019 | $10,455,000 | +3.5% | 53,819 | +0.9% | 6.91% | -0.3% |
| Q1 2019 | $10,105,000 | +18.8% | 53,351 | +4.2% | 6.93% | +1.8% |
| Q4 2018 | $8,503,000 | -13.5% | 51,205 | +4.9% | 6.81% | -3.3% |
| Q3 2018 | $9,827,000 | +11.8% | 48,820 | +8.2% | 7.04% | -4.0% |
| Q2 2018 | $8,787,000 | +7.1% | 45,111 | +3.1% | 7.34% | -2.0% |
| Q1 2018 | $8,206,000 | +0.8% | 43,749 | +2.0% | 7.49% | +0.4% |
| Q4 2017 | $8,137,000 | +8.9% | 42,874 | +2.7% | 7.46% | +2.8% |
| Q3 2017 | $7,471,000 | +14.9% | 41,758 | +11.7% | 7.26% | +35.7% |
| Q2 2017 | $6,503,000 | +51.8% | 37,382 | +49.4% | 5.35% | +28.0% |
| Q1 2017 | $4,283,000 | +61.6% | 25,016 | +56.1% | 4.18% | +46.0% |
| Q4 2016 | $2,650,000 | +37.2% | 16,028 | +28.3% | 2.86% | +49.6% |
| Q3 2016 | $1,932,000 | +8.1% | 12,491 | +4.3% | 1.91% | +2.0% |
| Q2 2016 | $1,788,000 | +9.4% | 11,971 | +5.6% | 1.88% | -0.3% |
| Q1 2016 | $1,635,000 | +76.0% | 11,341 | +70.0% | 1.88% | +55.5% |
| Q4 2015 | $929,000 | – | 6,670 | – | 1.21% | – |
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% |