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 | $25,175,373 | -4.1% | 100,964 | +0.5% | 1.63% | +1.5% |
| Q2 2023 | $26,261,744 | +4.1% | 100,435 | -0.4% | 1.61% | -2.7% |
| Q1 2023 | $25,216,878 | +2.6% | 100,803 | -0.8% | 1.65% | -2.3% |
| Q4 2022 | $24,584,248 | +10.1% | 101,634 | -0.2% | 1.69% | +3.0% |
| Q3 2022 | $22,325,000 | -1.5% | 101,821 | +1.7% | 1.64% | +6.4% |
| Q2 2022 | $22,657,000 | -13.0% | 100,152 | -0.3% | 1.54% | +1.4% |
| Q1 2022 | $26,049,000 | -7.3% | 100,477 | +1.2% | 1.52% | +4.7% |
| Q4 2021 | $28,096,000 | +7.3% | 99,251 | -0.3% | 1.45% | -2.6% |
| Q3 2021 | $26,177,000 | -1.3% | 99,504 | +0.8% | 1.49% | -2.1% |
| Q2 2021 | $26,517,000 | +0.9% | 98,676 | -0.2% | 1.52% | -2.8% |
| Q1 2021 | $26,275,000 | +16.1% | 98,846 | +0.4% | 1.57% | +8.6% |
| Q4 2020 | $22,626,000 | +30.7% | 98,447 | +5.4% | 1.44% | +17.6% |
| Q3 2020 | $17,307,000 | +1.3% | 93,396 | -2.8% | 1.23% | -5.5% |
| Q2 2020 | $17,081,000 | +26.2% | 96,056 | +2.1% | 1.30% | +5.6% |
| Q1 2020 | $13,533,000 | -28.3% | 94,071 | +2.6% | 1.23% | -9.3% |
| Q4 2019 | $18,863,000 | +10.0% | 91,648 | +3.3% | 1.36% | +2.2% |
| Q3 2019 | $17,147,000 | -0.5% | 88,740 | +0.1% | 1.33% | -1.2% |
| Q2 2019 | $17,230,000 | +2.8% | 88,695 | +0.2% | 1.34% | -3.7% |
| Q1 2019 | $16,758,000 | +28.3% | 88,478 | +12.5% | 1.40% | +10.6% |
| Q4 2018 | $13,060,000 | -17.6% | 78,644 | -0.1% | 1.26% | 0.0% |
| Q3 2018 | $15,849,000 | +7.3% | 78,737 | +3.9% | 1.26% | -0.6% |
| Q2 2018 | $14,767,000 | +2.8% | 75,812 | -1.0% | 1.27% | -0.5% |
| Q1 2018 | $14,361,000 | -2.8% | 76,561 | -1.6% | 1.28% | +2.0% |
| Q4 2017 | $14,769,000 | +3.8% | 77,823 | -2.2% | 1.25% | +1.7% |
| Q3 2017 | $14,232,000 | +1.1% | 79,553 | -1.7% | 1.23% | -3.2% |
| Q2 2017 | $14,074,000 | +2.1% | 80,907 | +0.5% | 1.27% | -2.1% |
| Q1 2017 | $13,789,000 | +2.6% | 80,532 | -1.0% | 1.30% | -2.4% |
| Q4 2016 | $13,446,000 | +7.6% | 81,322 | +0.7% | 1.33% | +5.6% |
| Q3 2016 | $12,499,000 | +6.4% | 80,792 | +2.8% | 1.26% | +4.6% |
| Q2 2016 | $11,742,000 | +4.6% | 78,601 | +0.9% | 1.20% | +1.7% |
| Q1 2016 | $11,228,000 | +2.1% | 77,871 | -1.4% | 1.18% | +2.4% |
| Q4 2015 | $10,998,000 | -10.3% | 78,939 | -12.0% | 1.16% | -13.6% |
| Q3 2015 | $12,257,000 | -11.3% | 89,719 | -2.7% | 1.34% | -5.1% |
| Q2 2015 | $13,826,000 | -0.9% | 92,184 | +0.4% | 1.41% | -1.5% |
| Q1 2015 | $13,949,000 | +5.2% | 91,784 | +0.2% | 1.43% | +6.7% |
| Q4 2014 | $13,261,000 | +6.0% | 91,584 | +0.1% | 1.34% | +2.4% |
| Q3 2014 | $12,514,000 | -3.6% | 91,517 | +0.9% | 1.31% | -2.4% |
| Q2 2014 | $12,980,000 | +5.7% | 90,717 | +1.5% | 1.34% | +2.0% |
| Q1 2014 | $12,282,000 | +3.4% | 89,345 | +0.7% | 1.32% | +11.2% |
| Q4 2013 | $11,875,000 | +6.0% | 88,746 | -1.7% | 1.18% | -3.2% |
| Q3 2013 | $11,204,000 | +8.0% | 90,256 | +0.5% | 1.22% | +1.7% |
| Q2 2013 | $10,375,000 | – | 89,826 | – | 1.20% | – |
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% |