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 | $5,098 | -13.1% | 20,446 | -8.9% | 0.79% | -11.1% |
| Q2 2023 | $5,867 | -99.9% | 22,436 | +0.8% | 0.89% | -2.5% |
| Q1 2023 | $5,568,061 | +3.4% | 22,258 | -0.0% | 0.91% | -4.3% |
| Q4 2022 | $5,384,230 | +11.0% | 22,259 | +0.6% | 0.95% | -5.6% |
| Q3 2022 | $4,850,000 | -2.6% | 22,119 | +0.5% | 1.01% | 0.0% |
| Q2 2022 | $4,981,000 | -13.6% | 22,019 | +2.5% | 1.01% | -3.1% |
| Q1 2022 | $5,762,000 | -5.6% | 21,474 | -0.4% | 1.04% | -5.6% |
| Q4 2021 | $6,103,000 | +6.1% | 21,559 | -1.4% | 1.10% | -3.7% |
| Q3 2021 | $5,754,000 | -4.5% | 21,873 | -2.5% | 1.14% | -4.0% |
| Q2 2021 | $6,026,000 | +4.2% | 22,424 | +0.9% | 1.19% | -2.2% |
| Q1 2021 | $5,782,000 | +16.0% | 22,215 | +2.4% | 1.22% | +5.0% |
| Q4 2020 | $4,986,000 | +24.6% | 21,693 | +0.5% | 1.16% | +5.6% |
| Q3 2020 | $4,000,000 | +4.3% | 21,583 | +0.1% | 1.10% | +1.3% |
| Q2 2020 | $3,834,000 | +13.0% | 21,562 | -8.6% | 1.09% | -3.3% |
| Q1 2020 | $3,394,000 | -28.7% | 23,592 | +2.0% | 1.12% | -6.5% |
| Q4 2019 | $4,760,000 | +21.9% | 23,127 | +14.5% | 1.20% | +12.7% |
| Q3 2019 | $3,904,000 | -1.2% | 20,202 | -0.7% | 1.07% | -0.7% |
| Q2 2019 | $3,952,000 | +4.2% | 20,343 | +1.6% | 1.07% | +1.7% |
| Q1 2019 | $3,793,000 | +18.3% | 20,029 | +3.7% | 1.06% | +3.0% |
| Q4 2018 | $3,206,000 | -7.4% | 19,309 | +12.2% | 1.02% | +9.6% |
| Q3 2018 | $3,464,000 | +14.0% | 17,209 | +10.3% | 0.94% | +8.0% |
| Q2 2018 | $3,038,000 | +9.4% | 15,599 | +5.3% | 0.87% | +8.5% |
| Q1 2018 | $2,778,000 | +10.5% | 14,809 | +11.8% | 0.80% | +11.1% |
| Q4 2017 | $2,514,000 | +11.4% | 13,249 | +5.1% | 0.72% | +12.9% |
| Q3 2017 | $2,256,000 | -4.1% | 12,609 | -6.8% | 0.64% | -1.7% |
| Q2 2017 | $2,352,000 | +58.3% | 13,522 | +55.8% | 0.65% | +53.3% |
| Q1 2017 | $1,486,000 | -27.9% | 8,678 | -30.4% | 0.42% | -31.9% |
| Q4 2016 | $2,061,000 | +108.0% | 12,466 | +94.6% | 0.62% | +86.7% |
| Q3 2016 | $991,000 | +57.6% | 6,406 | +52.1% | 0.33% | +58.9% |
| Q2 2016 | $629,000 | +24.3% | 4,211 | +19.9% | 0.21% | +21.5% |
| Q1 2016 | $506,000 | +7.4% | 3,511 | +3.8% | 0.17% | +3.0% |
| Q4 2015 | $471,000 | +1.9% | 3,381 | 0.0% | 0.17% | -6.2% |
| Q3 2015 | $462,000 | – | 3,381 | – | 0.18% | – |
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% |