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 | $1,952,089 | -5.7% | 7,828 | -1.1% | 0.24% | -1.6% |
| Q2 2023 | $2,069,615 | +6.3% | 7,915 | +1.7% | 0.25% | +6.0% |
| Q1 2023 | $1,946,746 | +2.3% | 7,782 | -1.1% | 0.23% | -14.3% |
| Q4 2022 | $1,902,465 | +10.2% | 7,865 | -0.1% | 0.27% | +5.4% |
| Q3 2022 | $1,726,000 | -6.0% | 7,872 | -3.0% | 0.26% | -0.4% |
| Q2 2022 | $1,837,000 | -3.1% | 8,118 | +15.0% | 0.26% | +11.6% |
| Q1 2022 | $1,895,000 | -13.2% | 7,062 | -8.4% | 0.23% | -6.1% |
| Q4 2021 | $2,183,000 | +7.0% | 7,710 | -0.6% | 0.25% | -0.8% |
| Q3 2021 | $2,041,000 | -9.0% | 7,760 | -7.0% | 0.25% | -8.1% |
| Q2 2021 | $2,243,000 | +1.9% | 8,346 | -1.4% | 0.27% | -4.9% |
| Q1 2021 | $2,202,000 | +7.5% | 8,461 | -5.1% | 0.28% | +4.4% |
| Q4 2020 | $2,049,000 | +24.1% | 8,915 | +0.0% | 0.27% | +13.3% |
| Q3 2020 | $1,651,000 | +1.6% | 8,912 | -2.5% | 0.24% | -6.2% |
| Q2 2020 | $1,625,000 | +26.7% | 9,137 | +2.5% | 0.26% | +5.3% |
| Q1 2020 | $1,283,000 | -30.1% | 8,917 | -0.0% | 0.24% | -13.2% |
| Q4 2019 | $1,836,000 | +6.6% | 8,921 | +0.1% | 0.28% | +12.4% |
| Q3 2019 | $1,723,000 | -2.4% | 8,914 | -1.9% | 0.25% | -6.0% |
| Q2 2019 | $1,765,000 | +2.1% | 9,084 | -0.5% | 0.27% | +1.1% |
| Q1 2019 | $1,729,000 | +13.7% | 9,129 | -0.4% | 0.26% | +3.1% |
| Q4 2018 | $1,521,000 | -17.6% | 9,164 | -0.1% | 0.26% | -5.2% |
| Q3 2018 | $1,845,000 | +3.1% | 9,169 | -0.3% | 0.27% | -3.9% |
| Q2 2018 | $1,790,000 | +1.9% | 9,192 | -1.8% | 0.28% | -6.7% |
| Q1 2018 | $1,756,000 | -2.3% | 9,364 | -1.1% | 0.30% | +6.0% |
| Q4 2017 | $1,797,000 | +11.6% | 9,467 | +5.2% | 0.28% | -5.7% |
| Q3 2017 | $1,610,000 | -1.4% | 9,002 | -4.1% | 0.30% | -2.6% |
| Q2 2017 | $1,633,000 | +2.8% | 9,389 | +1.2% | 0.31% | +1.0% |
| Q1 2017 | $1,589,000 | -0.1% | 9,281 | -3.5% | 0.30% | -5.0% |
| Q4 2016 | $1,591,000 | +3.3% | 9,621 | -3.3% | 0.32% | -3.9% |
| Q3 2016 | $1,540,000 | +3.5% | 9,953 | -0.1% | 0.33% | +3.4% |
| Q2 2016 | $1,488,000 | +30.8% | 9,958 | +26.1% | 0.32% | +24.2% |
| Q1 2016 | $1,138,000 | +4.9% | 7,895 | +1.4% | 0.26% | +2.0% |
| Q4 2015 | $1,085,000 | +0.3% | 7,785 | -1.7% | 0.26% | -4.9% |
| Q3 2015 | $1,082,000 | -1.4% | 7,923 | +8.3% | 0.27% | -10.7% |
| Q2 2015 | $1,097,000 | -1.2% | 7,313 | +0.1% | 0.30% | -0.3% |
| Q1 2015 | $1,110,000 | +5.1% | 7,306 | +0.2% | 0.30% | +3.1% |
| Q4 2014 | $1,056,000 | +4.1% | 7,291 | -1.7% | 0.29% | +4.3% |
| Q3 2014 | $1,014,000 | -4.7% | 7,415 | -0.2% | 0.28% | -2.8% |
| Q2 2014 | $1,064,000 | +2.5% | 7,433 | -1.6% | 0.29% | -5.3% |
| Q1 2014 | $1,038,000 | +2.6% | 7,554 | -0.1% | 0.30% | +2.4% |
| Q4 2013 | $1,012,000 | +3.7% | 7,562 | -3.8% | 0.30% | -7.2% |
| Q3 2013 | $976,000 | +7.0% | 7,861 | -0.4% | 0.32% | +2.2% |
| Q2 2013 | $912,000 | – | 7,894 | – | 0.31% | – |
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% |