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 | $4,231,270 | -0.9% | 16,969 | +3.9% | 0.49% | +1.0% |
| Q2 2023 | $4,269,237 | +5.1% | 16,327 | +0.5% | 0.48% | +13.3% |
| Q1 2023 | $4,063,220 | +98235.4% | 16,242 | -4.9% | 0.43% | -2.3% |
| Q4 2022 | $4,132 | -99.9% | 17,084 | -3.1% | 0.44% | -5.0% |
| Q3 2022 | $3,865,000 | +6.8% | 17,626 | +10.2% | 0.46% | +14.4% |
| Q2 2022 | $3,620,000 | -54.8% | 16,000 | -45.0% | 0.40% | +3.3% |
| Q1 2022 | $8,007,000 | +104.6% | 29,081 | +110.3% | 0.39% | +0.8% |
| Q4 2021 | $3,914,000 | +7.6% | 13,828 | +0.1% | 0.39% | -7.0% |
| Q3 2021 | $3,636,000 | +25.6% | 13,821 | +24.3% | 0.42% | -0.7% |
| Q2 2021 | $2,894,000 | 0.0% | 11,119 | 0.0% | 0.42% | -19.3% |
| Q1 2021 | $2,894,000 | +27.3% | 11,119 | +12.4% | 0.52% | +15.3% |
| Q4 2020 | $2,274,000 | +70.6% | 9,896 | +37.6% | 0.45% | +37.6% |
| Q3 2020 | $1,333,000 | +13.5% | 7,194 | +9.0% | 0.33% | -9.7% |
| Q2 2020 | $1,174,000 | +8.2% | 6,602 | -12.4% | 0.36% | -6.5% |
| Q1 2020 | $1,085,000 | +71.9% | 7,540 | +146.0% | 0.39% | +122.4% |
| Q4 2019 | $631,000 | +45.7% | 3,065 | +36.6% | 0.17% | +24.3% |
| Q3 2019 | $433,000 | +0.2% | 2,243 | -13.8% | 0.14% | +6.1% |
| Q4 2018 | $432,000 | -24.5% | 2,603 | -8.4% | 0.13% | +4.8% |
| Q3 2018 | $572,000 | +34.9% | 2,841 | +30.7% | 0.13% | +23.5% |
| Q2 2018 | $424,000 | -79.0% | 2,174 | -79.8% | 0.10% | -74.2% |
| Q1 2018 | $2,021,000 | +278.5% | 10,773 | +283.1% | 0.40% | +211.8% |
| Q4 2017 | $534,000 | +58.5% | 2,812 | +49.5% | 0.13% | +53.0% |
| Q3 2017 | $337,000 | -78.1% | 1,881 | -78.8% | 0.08% | -74.5% |
| Q2 2017 | $1,542,000 | +15.7% | 8,865 | +13.9% | 0.32% | +6.2% |
| Q1 2017 | $1,333,000 | +7.5% | 7,783 | +3.7% | 0.31% | +15.0% |
| Q4 2016 | $1,240,000 | +11.1% | 7,502 | +4.0% | 0.27% | 0.0% |
| Q3 2016 | $1,116,000 | +3.2% | 7,213 | -0.3% | 0.27% | +1.5% |
| Q2 2016 | $1,081,000 | +0.7% | 7,234 | -2.8% | 0.26% | -1.5% |
| Q1 2016 | $1,073,000 | +3.8% | 7,443 | +0.3% | 0.27% | +7.3% |
| Q4 2015 | $1,034,000 | +0.7% | 7,423 | -1.3% | 0.25% | -7.1% |
| Q3 2015 | $1,027,000 | -4.6% | 7,518 | +4.8% | 0.27% | -3.6% |
| Q2 2015 | $1,076,000 | +3.7% | 7,173 | +5.0% | 0.28% | +3.7% |
| Q1 2015 | $1,038,000 | +7.2% | 6,833 | +2.2% | 0.27% | +6.0% |
| Q4 2014 | $968,000 | +10.3% | 6,686 | +4.1% | 0.25% | -3.8% |
| Q3 2014 | $878,000 | -4.5% | 6,420 | 0.0% | 0.26% | -4.7% |
| Q2 2014 | $919,000 | +4.1% | 6,420 | 0.0% | 0.28% | -4.5% |
| Q1 2014 | $883,000 | -3.8% | 6,420 | -5.0% | 0.29% | -7.1% |
| Q4 2013 | $918,000 | +25.4% | 6,759 | +14.6% | 0.31% | +34.8% |
| Q3 2013 | $732,000 | +8.8% | 5,896 | +1.2% | 0.23% | -2.1% |
| Q2 2013 | $673,000 | – | 5,827 | – | 0.24% | – |
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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% |