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 | $2,239,912 | -5.2% | 8,983 | -0.6% | 0.13% | 0.0% |
| Q2 2023 | $2,362,212 | +4.5% | 9,034 | 0.0% | 0.13% | -3.8% |
| Q1 2023 | $2,259,946 | +1.1% | 9,034 | -2.3% | 0.13% | -8.3% |
| Q4 2022 | $2,235,548 | +23.5% | 9,242 | +11.9% | 0.14% | +12.5% |
| Q3 2022 | $1,810,000 | -0.2% | 8,256 | +3.0% | 0.13% | +3.2% |
| Q2 2022 | $1,813,000 | -20.9% | 8,015 | -6.2% | 0.12% | -5.3% |
| Q1 2022 | $2,293,000 | -10.0% | 8,547 | -5.0% | 0.13% | -8.4% |
| Q4 2021 | $2,548,000 | +4.3% | 9,001 | -3.1% | 0.14% | -5.3% |
| Q3 2021 | $2,443,000 | +6.4% | 9,288 | +8.8% | 0.15% | +7.9% |
| Q2 2021 | $2,295,000 | +65.8% | 8,538 | +60.5% | 0.14% | +33.3% |
| Q1 2021 | $1,384,000 | -36.5% | 5,318 | -44.0% | 0.10% | -29.1% |
| Q4 2020 | $2,181,000 | +121.4% | 9,490 | +78.5% | 0.15% | +68.2% |
| Q3 2020 | $985,000 | +34.7% | 5,318 | +29.5% | 0.09% | +27.5% |
| Q2 2020 | $731,000 | +184.4% | 4,108 | +130.4% | 0.07% | +137.9% |
| Q1 2020 | $257,000 | -30.0% | 1,783 | 0.0% | 0.03% | -19.4% |
| Q4 2019 | $367,000 | +6.4% | 1,783 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $345,000 | -0.3% | 1,783 | 0.0% | 0.04% | -5.3% |
| Q2 2019 | $346,000 | +2.4% | 1,783 | 0.0% | 0.04% | -9.5% |
| Q1 2019 | $338,000 | +14.2% | 1,783 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $296,000 | -17.5% | 1,783 | 0.0% | 0.04% | -4.5% |
| Q3 2018 | $359,000 | +3.5% | 1,783 | 0.0% | 0.04% | -6.4% |
| Q2 2018 | $347,000 | +3.9% | 1,783 | 0.0% | 0.05% | +2.2% |
| Q1 2018 | $334,000 | -1.2% | 1,783 | 0.0% | 0.05% | -2.1% |
| Q4 2017 | $338,000 | +6.0% | 1,783 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $319,000 | +2.9% | 1,783 | 0.0% | 0.05% | -11.3% |
| Q2 2017 | $310,000 | +1.6% | 1,783 | 0.0% | 0.05% | -3.6% |
| Q1 2017 | $305,000 | +174.8% | 1,783 | +141.6% | 0.06% | +103.7% |
| Q2 2015 | $111,000 | -67.9% | 738 | -70.8% | 0.03% | -71.9% |
| Q3 2014 | $346,000 | -4.4% | 2,527 | 0.0% | 0.10% | -5.9% |
| Q2 2014 | $362,000 | +56.0% | 2,527 | +49.6% | 0.10% | +52.2% |
| Q1 2014 | $232,000 | -22.7% | 1,689 | -24.7% | 0.07% | -22.1% |
| Q4 2013 | $300,000 | -14.0% | 2,243 | -20.2% | 0.09% | -21.1% |
| Q3 2013 | $349,000 | +7.4% | 2,810 | 0.0% | 0.11% | -3.5% |
| Q2 2013 | $325,000 | – | 2,810 | – | 0.11% | – |
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% |