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 | $371,243,002 | -5.5% | 1,488,843 | -0.9% | 3.34% | -1.6% |
| Q2 2023 | $392,675,759 | +104891.3% | 1,501,743 | +0.4% | 3.39% | +1.1% |
| Q1 2023 | $374,008 | +3.1% | 1,495,075 | -0.3% | 3.36% | +0.7% |
| Q4 2022 | $362,678 | -99.9% | 1,499,351 | -0.7% | 3.33% | -0.1% |
| Q3 2022 | $331,079,000 | -3.1% | 1,509,983 | -0.0% | 3.34% | +2.7% |
| Q2 2022 | $341,650,000 | -17.0% | 1,510,192 | -1.5% | 3.25% | -2.2% |
| Q1 2022 | $411,478,000 | -1.5% | 1,533,418 | +3.9% | 3.32% | +1.9% |
| Q4 2021 | $417,816,000 | +12.4% | 1,475,963 | +4.5% | 3.26% | +1.4% |
| Q3 2021 | $371,592,000 | -1.0% | 1,412,521 | +1.1% | 3.21% | -1.0% |
| Q2 2021 | $375,383,000 | +2.2% | 1,396,878 | -1.1% | 3.24% | -2.5% |
| Q1 2021 | $367,448,000 | +11.9% | 1,411,743 | -1.2% | 3.33% | +5.2% |
| Q4 2020 | $328,423,000 | +25.1% | 1,428,982 | +0.9% | 3.16% | +10.5% |
| Q3 2020 | $262,562,000 | +3.3% | 1,416,879 | -0.9% | 2.86% | -3.1% |
| Q2 2020 | $254,115,000 | +21.3% | 1,429,058 | -1.8% | 2.96% | +6.1% |
| Q1 2020 | $209,413,000 | -30.2% | 1,455,677 | -0.1% | 2.79% | -11.4% |
| Q4 2019 | $299,886,000 | +6.8% | 1,457,030 | +0.3% | 3.15% | +0.9% |
| Q3 2019 | $280,780,000 | -1.0% | 1,453,084 | -0.5% | 3.12% | -2.5% |
| Q2 2019 | $283,558,000 | +3.0% | 1,459,683 | +0.4% | 3.20% | +0.9% |
| Q1 2019 | $275,351,000 | +10.5% | 1,453,811 | -3.2% | 3.17% | +1.7% |
| Q4 2018 | $249,275,000 | -8.2% | 1,501,115 | +11.2% | 3.12% | +6.3% |
| Q3 2018 | $271,668,000 | +5.1% | 1,349,637 | +1.7% | 2.93% | +0.4% |
| Q2 2018 | $258,553,000 | +3.9% | 1,327,409 | +0.1% | 2.92% | +4.5% |
| Q1 2018 | $248,849,000 | -1.4% | 1,326,701 | -0.2% | 2.79% | +2.3% |
| Q4 2017 | $252,258,000 | +6.5% | 1,329,216 | +0.4% | 2.73% | +1.4% |
| Q3 2017 | $236,791,000 | +6.6% | 1,323,592 | +3.6% | 2.69% | +3.2% |
| Q2 2017 | $222,134,000 | +3.0% | 1,276,996 | +1.4% | 2.61% | +2.1% |
| Q1 2017 | $215,610,000 | +7.7% | 1,259,255 | +4.0% | 2.55% | +4.2% |
| Q4 2016 | $200,112,000 | +9.6% | 1,210,305 | +2.6% | 2.45% | +4.2% |
| Q3 2016 | $182,512,000 | +1.5% | 1,179,706 | -2.0% | 2.35% | +0.8% |
| Q2 2016 | $179,902,000 | +1.8% | 1,204,241 | -1.8% | 2.33% | -0.4% |
| Q1 2016 | $176,734,000 | +0.2% | 1,225,705 | -3.2% | 2.34% | -0.9% |
| Q4 2015 | $176,330,000 | +4.1% | 1,265,649 | +2.1% | 2.36% | -2.0% |
| Q3 2015 | $169,317,000 | -3.9% | 1,239,421 | +5.5% | 2.41% | +3.1% |
| Q2 2015 | $176,272,000 | +0.5% | 1,175,308 | +1.9% | 2.34% | +3.8% |
| Q1 2015 | $175,356,000 | +9.7% | 1,153,804 | +4.5% | 2.25% | +8.8% |
| Q4 2014 | $159,812,000 | +9.1% | 1,103,671 | +3.0% | 2.07% | +13.3% |
| Q3 2014 | $146,522,000 | -3.1% | 1,071,538 | +1.4% | 1.83% | -1.3% |
| Q2 2014 | $151,252,000 | +7.8% | 1,057,120 | +3.6% | 1.85% | +4.1% |
| Q1 2014 | $140,273,000 | +4.0% | 1,020,388 | +1.2% | 1.78% | +6.8% |
| Q4 2013 | $134,939,000 | +8.2% | 1,008,435 | +0.4% | 1.67% | +1.2% |
| Q3 2013 | $124,742,000 | +12.2% | 1,004,851 | +4.4% | 1.65% | +8.7% |
| Q2 2013 | $111,171,000 | – | 962,513 | – | 1.52% | – |
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% |