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 | $1,023,993 | -24.8% | 4,107 | -21.2% | 0.13% | -21.7% |
| Q2 2023 | $1,362,079 | +4.4% | 5,209 | -0.1% | 0.16% | -1.2% |
| Q1 2023 | $1,304,559 | +18.2% | 5,215 | +3.6% | 0.16% | +2.5% |
| Q3 2022 | $1,104,000 | -5.2% | 5,034 | -1.1% | 0.16% | +2.6% |
| Q2 2022 | $1,165,000 | -24.8% | 5,091 | -15.8% | 0.16% | -18.4% |
| Q1 2022 | $1,550,000 | -5.7% | 6,047 | +4.1% | 0.19% | +1.1% |
| Q4 2021 | $1,644,000 | +7.0% | 5,807 | -0.6% | 0.19% | -9.2% |
| Q3 2021 | $1,537,000 | -0.4% | 5,841 | +1.1% | 0.21% | -8.4% |
| Q2 2021 | $1,543,000 | +4.4% | 5,779 | +1.8% | 0.23% | -5.4% |
| Q1 2021 | $1,478,000 | +11.0% | 5,679 | +5.1% | 0.24% | +4.4% |
| Q4 2020 | $1,331,000 | +33.1% | 5,405 | +0.1% | 0.23% | +13.4% |
| Q3 2020 | $1,000,000 | -4.7% | 5,397 | -8.6% | 0.20% | -20.5% |
| Q2 2020 | $1,049,000 | +35.5% | 5,903 | +9.7% | 0.25% | +39.6% |
| Q1 2020 | $774,000 | -64.9% | 5,383 | -49.8% | 0.18% | -59.6% |
| Q4 2019 | $2,205,000 | +3.2% | 10,715 | -3.1% | 0.45% | -6.0% |
| Q3 2019 | $2,136,000 | +30.6% | 11,058 | +31.4% | 0.48% | +26.6% |
| Q2 2019 | $1,635,000 | +13.3% | 8,418 | +10.4% | 0.38% | +10.5% |
| Q1 2019 | $1,443,000 | +63.6% | 7,623 | +43.4% | 0.34% | +60.3% |
| Q4 2018 | $882,000 | -16.6% | 5,315 | +1.1% | 0.21% | -16.4% |
| Q3 2018 | $1,057,000 | +23.1% | 5,256 | +19.1% | 0.26% | +14.8% |
| Q2 2018 | $859,000 | +13.3% | 4,414 | +9.1% | 0.22% | +8.3% |
| Q1 2018 | $758,000 | +33.7% | 4,045 | +35.2% | 0.21% | +36.4% |
| Q4 2017 | $567,000 | -14.5% | 2,991 | -19.4% | 0.15% | -18.4% |
| Q3 2017 | $663,000 | +6.9% | 3,710 | +4.1% | 0.18% | +6.3% |
| Q2 2017 | $620,000 | +1.6% | 3,565 | 0.0% | 0.17% | -4.9% |
| Q1 2017 | $610,000 | +6.6% | 3,565 | +2.9% | 0.18% | -4.2% |
| Q4 2016 | $572,000 | +13.5% | 3,464 | +6.1% | 0.19% | +11.0% |
| Q3 2016 | $504,000 | +46.1% | 3,264 | +41.1% | 0.17% | +28.4% |
| Q2 2016 | $345,000 | +35.8% | 2,314 | +30.9% | 0.13% | +57.6% |
| Q1 2016 | $254,000 | +3.3% | 1,768 | 0.0% | 0.08% | -1.2% |
| Q4 2015 | $246,000 | – | 1,768 | – | 0.09% | – |
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% |