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 | $3,957 | -5.0% | 15,869 | -0.4% | 2.11% | -1.9% |
| Q2 2023 | $4,164 | +4.3% | 15,926 | -0.2% | 2.15% | -0.3% |
| Q1 2023 | $3,991 | +3.4% | 15,953 | 0.0% | 2.16% | +0.7% |
| Q4 2022 | $3,859 | -99.9% | 15,953 | 0.0% | 2.14% | +11.3% |
| Q3 2022 | $3,498,000 | -3.0% | 15,953 | +0.1% | 1.93% | +2.9% |
| Q2 2022 | $3,607,000 | -15.6% | 15,945 | +0.1% | 1.87% | -0.8% |
| Q1 2022 | $4,276,000 | -5.0% | 15,935 | +0.2% | 1.89% | +0.2% |
| Q4 2021 | $4,500,000 | +7.7% | 15,897 | +0.1% | 1.88% | +0.7% |
| Q3 2021 | $4,177,000 | -2.1% | 15,879 | 0.0% | 1.87% | -3.6% |
| Q2 2021 | $4,267,000 | +1.3% | 15,879 | -1.9% | 1.94% | -4.0% |
| Q1 2021 | $4,212,000 | +12.7% | 16,181 | -0.5% | 2.02% | +9.4% |
| Q4 2020 | $3,737,000 | +21.0% | 16,259 | -2.4% | 1.85% | +2.6% |
| Q3 2020 | $3,088,000 | +4.0% | 16,665 | -0.2% | 1.80% | -4.3% |
| Q2 2020 | $2,969,000 | +21.5% | 16,697 | -1.7% | 1.88% | +2.3% |
| Q1 2020 | $2,444,000 | -30.5% | 16,985 | -0.6% | 1.84% | -13.4% |
| Q4 2019 | $3,516,000 | +6.5% | 17,083 | 0.0% | 2.12% | -5.1% |
| Q3 2019 | $3,301,000 | -0.5% | 17,083 | 0.0% | 2.24% | -2.7% |
| Q2 2019 | $3,319,000 | -25.7% | 17,083 | -27.6% | 2.30% | -30.9% |
| Q1 2019 | $4,467,000 | +12.3% | 23,585 | -1.6% | 3.33% | +2.6% |
| Q4 2018 | $3,979,000 | -17.4% | 23,960 | +0.1% | 3.24% | -0.7% |
| Q3 2018 | $4,818,000 | +4.8% | 23,934 | +1.4% | 3.27% | -1.1% |
| Q2 2018 | $4,598,000 | -1.6% | 23,605 | -5.2% | 3.30% | -3.5% |
| Q1 2018 | $4,672,000 | +0.3% | 24,909 | +1.5% | 3.42% | +1.9% |
| Q4 2017 | $4,657,000 | +6.4% | 24,538 | +0.3% | 3.36% | +3.3% |
| Q3 2017 | $4,378,000 | -6.4% | 24,472 | -9.0% | 3.26% | -6.7% |
| Q2 2017 | $4,679,000 | +2.5% | 26,901 | +0.9% | 3.49% | +1.3% |
| Q1 2017 | $4,567,000 | +8.3% | 26,671 | +4.6% | 3.44% | +4.7% |
| Q4 2016 | $4,218,000 | +6.9% | 25,510 | -0.0% | 3.29% | +2.3% |
| Q3 2016 | $3,947,000 | +5.3% | 25,511 | +1.7% | 3.21% | +0.5% |
| Q2 2016 | $3,749,000 | +4.8% | 25,096 | +1.2% | 3.20% | +3.2% |
| Q1 2016 | $3,577,000 | +3.1% | 24,805 | -0.4% | 3.10% | +1.6% |
| Q4 2015 | $3,471,000 | +2.0% | 24,912 | -0.0% | 3.05% | -3.5% |
| Q3 2015 | $3,404,000 | -6.5% | 24,918 | +2.6% | 3.16% | +1.1% |
| Q2 2015 | $3,641,000 | +79.5% | 24,276 | +81.9% | 3.13% | +75.7% |
| Q1 2015 | $2,028,000 | +6.2% | 13,345 | +1.2% | 1.78% | +2.8% |
| Q4 2014 | $1,909,000 | – | 13,185 | – | 1.73% | – |
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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% |