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 | $1,148,007 | +4.1% | 4,604 | +9.2% | 0.13% | +9.2% |
| Q2 2023 | $1,102,923 | +16.7% | 4,218 | +11.7% | 0.12% | +10.1% |
| Q1 2023 | $944,854 | -8.0% | 3,777 | -11.1% | 0.11% | -9.9% |
| Q4 2022 | $1,027,549 | +8.3% | 4,248 | -1.8% | 0.12% | -1.6% |
| Q3 2022 | $949,000 | -4.6% | 4,327 | -1.6% | 0.12% | +2.5% |
| Q2 2022 | $995,000 | -20.3% | 4,397 | -5.4% | 0.12% | -4.0% |
| Q1 2022 | $1,248,000 | -24.7% | 4,650 | -20.6% | 0.12% | -21.4% |
| Q4 2021 | $1,657,000 | +2.9% | 5,855 | -4.4% | 0.16% | -4.8% |
| Q3 2021 | $1,611,000 | -2.5% | 6,122 | -0.4% | 0.17% | -1.2% |
| Q2 2021 | $1,652,000 | -5.6% | 6,148 | -8.6% | 0.17% | -10.6% |
| Q1 2021 | $1,750,000 | +2.2% | 6,723 | -9.7% | 0.19% | -3.6% |
| Q4 2020 | $1,712,000 | +16.9% | 7,447 | -5.8% | 0.20% | +5.9% |
| Q3 2020 | $1,465,000 | -19.1% | 7,904 | -22.4% | 0.18% | -23.2% |
| Q2 2020 | $1,810,000 | +17.6% | 10,181 | -4.8% | 0.24% | +2.6% |
| Q1 2020 | $1,539,000 | -74.1% | 10,699 | -62.9% | 0.24% | -67.4% |
| Q4 2019 | $5,938,000 | +7.9% | 28,851 | +1.3% | 0.72% | -1.0% |
| Q3 2019 | $5,504,000 | +0.4% | 28,482 | +0.9% | 0.73% | -0.8% |
| Q2 2019 | $5,481,000 | -6.4% | 28,214 | -8.7% | 0.73% | -5.3% |
| Q1 2019 | $5,853,000 | -25.8% | 30,904 | -34.9% | 0.77% | -25.6% |
| Q4 2018 | $7,885,000 | -19.8% | 47,480 | -2.8% | 1.04% | -7.1% |
| Q3 2018 | $9,830,000 | +3.7% | 48,834 | +0.4% | 1.12% | -1.2% |
| Q2 2018 | $9,477,000 | +3.7% | 48,655 | -0.2% | 1.13% | +1.9% |
| Q1 2018 | $9,142,000 | -3.1% | 48,741 | -2.0% | 1.11% | -2.8% |
| Q4 2017 | $9,439,000 | +8.8% | 49,739 | +2.5% | 1.14% | -0.6% |
| Q3 2017 | $8,679,000 | +15.6% | 48,511 | +12.3% | 1.15% | +6.9% |
| Q2 2017 | $7,511,000 | +18.5% | 43,179 | +16.7% | 1.08% | +13.4% |
| Q1 2017 | $6,337,000 | +249.7% | 37,009 | +237.7% | 0.95% | +195.0% |
| Q4 2016 | $1,812,000 | +30.5% | 10,959 | +22.1% | 0.32% | +29.8% |
| Q3 2016 | $1,389,000 | +24.0% | 8,979 | +19.8% | 0.25% | +22.8% |
| Q2 2016 | $1,120,000 | +71.0% | 7,496 | +65.1% | 0.20% | +74.1% |
| Q1 2016 | $655,000 | +69.3% | 4,540 | +63.3% | 0.12% | +65.7% |
| Q4 2015 | $387,000 | +630.2% | 2,780 | +622.1% | 0.07% | +600.0% |
| Q3 2015 | $53,000 | +43.2% | 385 | +56.5% | 0.01% | +66.7% |
| Q2 2015 | $37,000 | 0.0% | 246 | 0.0% | 0.01% | -14.3% |
| Q1 2015 | $37,000 | -2.6% | 246 | -6.8% | 0.01% | 0.0% |
| Q4 2014 | $38,000 | +5.6% | 264 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $36,000 | -20.0% | 264 | -15.9% | 0.01% | -12.5% |
| Q2 2014 | $45,000 | +4.7% | 314 | 0.0% | 0.01% | +14.3% |
| Q1 2014 | $43,000 | +2.4% | 314 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $42,000 | +162.5% | 314 | +151.2% | 0.01% | +133.3% |
| Q3 2013 | $16,000 | +14.3% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $14,000 | – | 125 | – | 0.00% | – |
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% |