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 | $3,420,334 | +0.0% | 13,717 | +4.9% | 0.40% | -4.1% |
| Q2 2023 | $3,419,487 | -62.6% | 13,078 | -64.3% | 0.42% | -65.4% |
| Q1 2023 | $9,154,078 | +2.7% | 36,593 | -0.7% | 1.20% | +5.3% |
| Q4 2022 | $8,911,924 | -1.7% | 36,843 | -10.9% | 1.14% | -6.9% |
| Q3 2022 | $9,066,000 | -4.8% | 41,346 | -1.8% | 1.23% | -2.7% |
| Q2 2022 | $9,524,000 | -21.9% | 42,099 | -7.3% | 1.26% | -8.2% |
| Q1 2022 | $12,192,000 | +4.7% | 45,434 | +10.5% | 1.37% | +13.5% |
| Q4 2021 | $11,642,000 | +19.2% | 41,132 | +10.8% | 1.21% | +13.1% |
| Q3 2021 | $9,764,000 | +22.8% | 37,115 | +25.4% | 1.07% | +19.4% |
| Q2 2021 | $7,952,000 | +25.2% | 29,596 | +21.3% | 0.90% | +9.3% |
| Q1 2021 | $6,352,000 | +23.1% | 24,406 | +8.7% | 0.82% | +13.6% |
| Q4 2020 | $5,158,000 | +52.7% | 22,445 | +23.1% | 0.72% | +26.0% |
| Q3 2020 | $3,378,000 | +11.4% | 18,233 | +7.0% | 0.57% | +2.3% |
| Q2 2020 | $3,031,000 | +35.3% | 17,047 | +9.4% | 0.56% | +3.7% |
| Q1 2020 | $2,241,000 | -80.6% | 15,578 | -72.2% | 0.54% | -75.0% |
| Q4 2019 | $11,535,000 | +555.0% | 56,044 | +515.1% | 2.16% | +545.5% |
| Q3 2019 | $1,761,000 | +30.5% | 9,112 | +31.2% | 0.33% | +16.8% |
| Q2 2019 | $1,349,000 | -4.2% | 6,945 | -6.6% | 0.29% | -4.3% |
| Q1 2019 | $1,408,000 | +10.3% | 7,435 | -3.2% | 0.30% | -5.7% |
| Q4 2018 | $1,276,000 | -65.1% | 7,683 | -57.7% | 0.32% | -58.7% |
| Q3 2018 | $3,657,000 | +2.3% | 18,168 | -1.0% | 0.77% | +1.3% |
| Q2 2018 | $3,574,000 | +28.1% | 18,349 | +23.3% | 0.76% | +55.1% |
| Q1 2018 | $2,790,000 | +74.8% | 14,879 | +77.0% | 0.49% | +35.6% |
| Q4 2017 | $1,596,000 | +8.0% | 8,408 | +1.8% | 0.36% | -19.6% |
| Q3 2017 | $1,478,000 | -2.9% | 8,262 | -5.5% | 0.45% | +0.2% |
| Q2 2017 | $1,522,000 | -48.8% | 8,747 | -49.6% | 0.45% | -50.0% |
| Q1 2017 | $2,971,000 | +4.4% | 17,351 | +0.8% | 0.89% | +0.2% |
| Q4 2016 | $2,847,000 | +8.1% | 17,220 | +1.1% | 0.89% | +7.6% |
| Q3 2016 | $2,634,000 | +72.9% | 17,028 | +67.0% | 0.83% | +71.3% |
| Q2 2016 | $1,523,000 | +1.6% | 10,194 | -2.0% | 0.48% | +3.2% |
| Q1 2016 | $1,499,000 | -9.5% | 10,399 | -12.5% | 0.47% | -2.5% |
| Q4 2015 | $1,656,000 | +5.7% | 11,886 | +3.7% | 0.48% | +5.0% |
| Q3 2015 | $1,566,000 | -16.4% | 11,464 | -8.2% | 0.46% | -10.2% |
| Q2 2015 | $1,874,000 | +6.7% | 12,491 | +8.1% | 0.51% | +13.6% |
| Q1 2015 | $1,756,000 | +10.6% | 11,551 | +5.4% | 0.45% | -18.1% |
| Q4 2014 | $1,587,000 | -4.5% | 10,964 | -9.8% | 0.55% | -28.2% |
| Q3 2014 | $1,662,000 | -24.9% | 12,150 | -21.5% | 0.76% | -26.1% |
| Q2 2014 | $2,213,000 | +3.7% | 15,468 | -0.3% | 1.03% | -2.9% |
| Q1 2014 | $2,134,000 | +1.0% | 15,520 | -1.7% | 1.06% | -1.6% |
| Q4 2013 | $2,113,000 | +4.8% | 15,793 | -2.8% | 1.08% | -7.5% |
| Q3 2013 | $2,017,000 | +390.8% | 16,251 | +356.2% | 1.17% | +320.1% |
| Q2 2013 | $411,000 | – | 3,562 | – | 0.28% | – |
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% |