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 | $16,047,761 | +0.9% | 64,358 | +5.8% | 0.01% | +9.1% |
| Q2 2023 | $15,911,484 | -3.9% | 60,851 | -8.0% | 0.01% | -8.3% |
| Q1 2023 | $16,551,192 | +3.4% | 66,162 | -0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,004,893 | +25.6% | 66,166 | +13.8% | 0.01% | +20.0% |
| Q3 2022 | $12,743,000 | +2.3% | 58,119 | +5.5% | 0.01% | +11.1% |
| Q2 2022 | $12,462,000 | -12.2% | 55,087 | +4.1% | 0.01% | 0.0% |
| Q1 2022 | $14,198,000 | +28.4% | 52,912 | +35.4% | 0.01% | +28.6% |
| Q4 2021 | $11,056,000 | +37.0% | 39,073 | +27.4% | 0.01% | +40.0% |
| Q3 2021 | $8,069,000 | -16.6% | 30,673 | -14.8% | 0.01% | -16.7% |
| Q2 2021 | $9,675,000 | +4.8% | 36,004 | +1.5% | 0.01% | 0.0% |
| Q1 2021 | $9,232,000 | +4.3% | 35,468 | -7.9% | 0.01% | -14.3% |
| Q4 2020 | $8,848,000 | +30.2% | 38,496 | +4.9% | 0.01% | +16.7% |
| Q3 2020 | $6,798,000 | +14.8% | 36,688 | +10.1% | 0.01% | +20.0% |
| Q2 2020 | $5,923,000 | -8.1% | 33,308 | -25.7% | 0.01% | -28.6% |
| Q1 2020 | $6,446,000 | -26.2% | 44,807 | +5.6% | 0.01% | 0.0% |
| Q4 2019 | $8,730,000 | -17.3% | 42,413 | -22.3% | 0.01% | -22.2% |
| Q3 2019 | $10,550,000 | -5.6% | 54,600 | -5.0% | 0.01% | -10.0% |
| Q2 2019 | $11,170,000 | -3.3% | 57,500 | -5.7% | 0.01% | -9.1% |
| Q1 2019 | $11,553,000 | -21.0% | 61,000 | -30.7% | 0.01% | -31.2% |
| Q4 2018 | $14,617,000 | +13.3% | 88,024 | +37.3% | 0.02% | +45.5% |
| Q3 2018 | $12,903,000 | +2.1% | 64,100 | -1.2% | 0.01% | -8.3% |
| Q2 2018 | $12,641,000 | +3.7% | 64,900 | -0.2% | 0.01% | 0.0% |
| Q1 2018 | $12,193,000 | -4.4% | 65,003 | -3.2% | 0.01% | 0.0% |
| Q4 2017 | $12,750,000 | -11.1% | 67,183 | -16.2% | 0.01% | -14.3% |
| Q3 2017 | $14,338,000 | -2.5% | 80,146 | -5.2% | 0.01% | -6.7% |
| Q2 2017 | $14,699,000 | -0.6% | 84,500 | -2.2% | 0.02% | -16.7% |
| Q1 2017 | $14,793,000 | -36.6% | 86,400 | -38.8% | 0.02% | -40.0% |
| Q4 2016 | $23,347,000 | -52.7% | 141,203 | -55.8% | 0.03% | -53.8% |
| Q3 2016 | $49,404,000 | +3.8% | 319,333 | +0.3% | 0.06% | -1.5% |
| Q2 2016 | $47,586,000 | +4.0% | 318,533 | +0.3% | 0.07% | 0.0% |
| Q1 2016 | $45,771,000 | +38.9% | 317,433 | +34.3% | 0.07% | +34.7% |
| Q4 2015 | $32,947,000 | +3.7% | 236,383 | +1.7% | 0.05% | -2.0% |
| Q3 2015 | $31,760,000 | -7.6% | 232,483 | +1.5% | 0.05% | -2.0% |
| Q2 2015 | $34,358,000 | +0.1% | 229,083 | +1.4% | 0.05% | 0.0% |
| Q1 2015 | $34,321,000 | -12.6% | 225,825 | -16.7% | 0.05% | -16.4% |
| Q4 2014 | $39,259,000 | +31.3% | 271,125 | +24.0% | 0.06% | +19.6% |
| Q3 2014 | $29,895,000 | -22.0% | 218,625 | -18.4% | 0.05% | -20.3% |
| Q2 2014 | $38,320,000 | +5.5% | 267,825 | +1.4% | 0.06% | -1.5% |
| Q1 2014 | $36,313,000 | +5.3% | 264,175 | +2.5% | 0.06% | +1.6% |
| Q4 2013 | $34,487,000 | +9.9% | 257,675 | +1.9% | 0.06% | -1.5% |
| Q3 2013 | $31,379,000 | +18.8% | 252,775 | +10.5% | 0.06% | +12.1% |
| Q2 2013 | $26,411,000 | – | 228,665 | – | 0.06% | – |
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% |