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 | $53,945,626 | -3.5% | 216,345 | +1.2% | 4.65% | +0.7% |
| Q2 2023 | $55,888,474 | +4.3% | 213,739 | -0.2% | 4.62% | +12.8% |
| Q1 2023 | $53,561,007 | +102779.3% | 214,107 | -0.5% | 4.09% | +6.5% |
| Q4 2022 | $52,062 | -99.9% | 215,229 | +0.5% | 3.84% | +1.5% |
| Q3 2022 | $46,961,000 | -0.5% | 214,176 | +2.6% | 3.79% | +6.1% |
| Q2 2022 | $47,211,000 | -10.1% | 208,687 | +6.7% | 3.57% | -27.6% |
| Q1 2022 | $52,498,000 | -1.0% | 195,641 | +4.4% | 4.93% | -4.3% |
| Q4 2021 | $53,055,000 | +8.0% | 187,420 | +0.4% | 5.15% | +2.2% |
| Q3 2021 | $49,112,000 | -1.0% | 186,690 | +1.2% | 5.04% | -3.5% |
| Q2 2021 | $49,588,000 | +29.0% | 184,525 | +10.3% | 5.22% | +1.9% |
| Q4 2020 | $38,453,000 | +24.5% | 167,311 | +0.4% | 5.12% | +10.5% |
| Q3 2020 | $30,890,000 | -0.2% | 166,695 | -4.2% | 4.64% | +8.3% |
| Q2 2020 | $30,949,000 | +37.1% | 174,043 | +10.9% | 4.28% | -24.3% |
| Q1 2020 | $22,573,000 | +7066.0% | 156,907 | +10155.4% | 5.65% | +7970.0% |
| Q4 2019 | $315,000 | +6.4% | 1,530 | 0.0% | 0.07% | +1.4% |
| Q3 2019 | $296,000 | -51.7% | 1,530 | -51.5% | 0.07% | -49.3% |
| Q2 2019 | $613,000 | -3.8% | 3,155 | -6.1% | 0.14% | -4.2% |
| Q1 2019 | $637,000 | +0.2% | 3,361 | -12.2% | 0.14% | -9.6% |
| Q4 2018 | $636,000 | -36.2% | 3,830 | -22.7% | 0.16% | -25.2% |
| Q3 2018 | $997,000 | +3.3% | 4,953 | 0.0% | 0.21% | -1.4% |
| Q2 2018 | $965,000 | +11.3% | 4,953 | +7.2% | 0.21% | +8.7% |
| Q1 2018 | $867,000 | +55.9% | 4,622 | +57.9% | 0.20% | +66.1% |
| Q4 2017 | $556,000 | +6.1% | 2,928 | 0.0% | 0.12% | +4.4% |
| Q3 2017 | $524,000 | -0.8% | 2,928 | -3.6% | 0.11% | +3.7% |
| Q2 2017 | $528,000 | +22.8% | 3,038 | +20.9% | 0.11% | +22.5% |
| Q1 2017 | $430,000 | -21.4% | 2,513 | -24.0% | 0.09% | -17.6% |
| Q4 2016 | $547,000 | +7.0% | 3,306 | 0.0% | 0.11% | +2.9% |
| Q3 2016 | $511,000 | +3.4% | 3,306 | 0.0% | 0.10% | +1.9% |
| Q2 2016 | $494,000 | +3.6% | 3,306 | 0.0% | 0.10% | +3.0% |
| Q1 2016 | $477,000 | +7.9% | 3,306 | +4.1% | 0.10% | +8.7% |
| Q4 2015 | $442,000 | -17.5% | 3,175 | -19.1% | 0.09% | -19.3% |
| Q3 2015 | $536,000 | – | 3,925 | – | 0.11% | – |
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% |