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 | $17,347,777 | -7.7% | 69,572 | -3.2% | 0.83% | -4.9% |
| Q2 2023 | $18,797,011 | +0.3% | 71,887 | -4.1% | 0.87% | -12.6% |
| Q1 2023 | $18,743,737 | +2.5% | 74,927 | -0.9% | 1.00% | +3.2% |
| Q4 2022 | $18,281,561 | +14.4% | 75,578 | +3.7% | 0.97% | +3.6% |
| Q3 2022 | $15,984,000 | -8.6% | 72,900 | -5.7% | 0.93% | -5.3% |
| Q2 2022 | $17,488,000 | -1.8% | 77,303 | +16.5% | 0.98% | +6.6% |
| Q1 2022 | $17,803,000 | -6.0% | 66,343 | -0.8% | 0.92% | -7.2% |
| Q4 2021 | $18,936,000 | +0.2% | 66,894 | -6.9% | 1.00% | -11.9% |
| Q3 2021 | $18,907,000 | -5.6% | 71,871 | -3.5% | 1.13% | -7.2% |
| Q2 2021 | $20,021,000 | -0.2% | 74,502 | -3.4% | 1.22% | -7.3% |
| Q1 2021 | $20,069,000 | +10.0% | 77,104 | -2.9% | 1.31% | +4.4% |
| Q4 2020 | $18,250,000 | +18.2% | 79,406 | -4.7% | 1.26% | +4.8% |
| Q3 2020 | $15,440,000 | +1.5% | 83,321 | -2.6% | 1.20% | -6.6% |
| Q2 2020 | $15,217,000 | +0.6% | 85,576 | -18.6% | 1.29% | -14.9% |
| Q1 2020 | $15,126,000 | -33.6% | 105,143 | -4.9% | 1.51% | -18.3% |
| Q4 2019 | $22,766,000 | +5.2% | 110,609 | -1.2% | 1.85% | -4.7% |
| Q3 2019 | $21,632,000 | -7.2% | 111,951 | -6.7% | 1.94% | -10.5% |
| Q2 2019 | $23,298,000 | -0.5% | 119,933 | -3.0% | 2.17% | -7.3% |
| Q1 2019 | $23,414,000 | +13.4% | 123,620 | -0.6% | 2.34% | +1.7% |
| Q4 2018 | $20,650,000 | -24.1% | 124,354 | -8.0% | 2.30% | -16.9% |
| Q3 2018 | $27,219,000 | +4.2% | 135,222 | +0.8% | 2.77% | -3.7% |
| Q2 2018 | $26,124,000 | +3.5% | 134,116 | -0.4% | 2.88% | +0.1% |
| Q1 2018 | $25,252,000 | -6.7% | 134,628 | -5.6% | 2.88% | -3.4% |
| Q4 2017 | $27,066,000 | +5.4% | 142,619 | -0.6% | 2.98% | 0.0% |
| Q3 2017 | $25,678,000 | +5.2% | 143,528 | +2.3% | 2.98% | -0.2% |
| Q2 2017 | $24,409,000 | +6.0% | 140,326 | +4.3% | 2.98% | -0.1% |
| Q1 2017 | $23,036,000 | +19.2% | 134,545 | +15.1% | 2.99% | +9.7% |
| Q4 2016 | $19,321,000 | +30.4% | 116,856 | +22.0% | 2.72% | +22.0% |
| Q3 2016 | $14,820,000 | +12.4% | 95,796 | +8.5% | 2.23% | +10.3% |
| Q2 2016 | $13,187,000 | -10.7% | 88,266 | -13.8% | 2.02% | -10.5% |
| Q1 2016 | $14,769,000 | +7.0% | 102,426 | +3.4% | 2.26% | +3.5% |
| Q4 2015 | $13,806,000 | +25.1% | 99,091 | +22.7% | 2.18% | +15.4% |
| Q3 2015 | $11,033,000 | -8.1% | 80,765 | +0.9% | 1.89% | -1.9% |
| Q2 2015 | $12,008,000 | +9.0% | 80,062 | +10.4% | 1.93% | +2.4% |
| Q1 2015 | $11,021,000 | +13.4% | 72,520 | +8.1% | 1.88% | +8.6% |
| Q4 2014 | $9,718,000 | +5.2% | 67,111 | -0.6% | 1.73% | -0.7% |
| Q3 2014 | $9,237,000 | -18.6% | 67,550 | -14.8% | 1.75% | -20.1% |
| Q2 2014 | $11,341,000 | -1.2% | 79,266 | -5.1% | 2.19% | +6.5% |
| Q1 2014 | $11,484,000 | -0.1% | 83,543 | -2.8% | 2.05% | -1.9% |
| Q4 2013 | $11,496,000 | -45.1% | 85,910 | -49.1% | 2.09% | -0.4% |
| Q3 2013 | $20,958,000 | +102.9% | 168,826 | +88.8% | 2.10% | -0.8% |
| Q2 2013 | $10,331,000 | – | 89,443 | – | 2.12% | – |
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% |