ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,087 | +1145.0% | 2,559 | +1205.6% | 0.00% | – |
| Q2 2023 | $51,250 | -4.3% | 196 | -8.4% | 0.00% | – |
| Q1 2023 | $53,534 | -20.4% | 214 | -23.0% | 0.00% | – |
| Q4 2022 | $67,245 | -78.9% | 278 | -80.9% | 0.00% | -100.0% |
| Q3 2022 | $319,000 | -16.1% | 1,457 | -13.3% | 0.00% | -50.0% |
| Q2 2022 | $380,000 | -53.1% | 1,681 | -44.4% | 0.00% | -33.3% |
| Q1 2022 | $811,000 | +324.6% | 3,024 | +349.3% | 0.00% | +200.0% |
| Q4 2021 | $191,000 | +63.2% | 673 | +51.9% | 0.00% | 0.0% |
| Q3 2021 | $117,000 | -18.2% | 443 | -16.7% | 0.00% | 0.0% |
| Q2 2021 | $143,000 | +24.3% | 532 | +20.6% | 0.00% | 0.0% |
| Q1 2021 | $115,000 | +144.7% | 441 | +114.1% | 0.00% | – |
| Q4 2020 | $47,000 | -23.0% | 206 | -37.2% | 0.00% | – |
| Q3 2020 | $61,000 | +60.5% | 328 | +52.6% | 0.00% | – |
| Q2 2020 | $38,000 | -55.8% | 215 | -63.9% | 0.00% | -100.0% |
| Q1 2020 | $86,000 | -57.8% | 596 | -39.8% | 0.00% | -50.0% |
| Q4 2019 | $204,000 | +1.0% | 990 | -5.3% | 0.00% | 0.0% |
| Q3 2019 | $202,000 | +8.0% | 1,045 | +8.3% | 0.00% | 0.0% |
| Q2 2019 | $187,000 | -10.5% | 965 | -12.6% | 0.00% | 0.0% |
| Q1 2019 | $209,000 | +14.2% | 1,104 | +0.5% | 0.00% | 0.0% |
| Q4 2018 | $183,000 | -23.1% | 1,099 | -7.0% | 0.00% | 0.0% |
| Q3 2018 | $238,000 | +3.0% | 1,182 | -0.3% | 0.00% | 0.0% |
| Q2 2018 | $231,000 | +3.6% | 1,186 | -0.3% | 0.00% | 0.0% |
| Q1 2018 | $223,000 | +6.2% | 1,190 | +7.6% | 0.00% | 0.0% |
| Q4 2017 | $210,000 | +15.4% | 1,106 | +8.8% | 0.00% | 0.0% |
| Q3 2017 | $182,000 | -8.5% | 1,017 | -11.3% | 0.00% | -33.3% |
| Q2 2017 | $199,000 | -6.1% | 1,146 | -7.4% | 0.00% | 0.0% |
| Q1 2017 | $212,000 | -14.2% | 1,238 | -17.2% | 0.00% | -25.0% |
| Q4 2016 | $247,000 | -30.8% | 1,496 | -35.2% | 0.00% | -20.0% |
| Q3 2016 | $357,000 | +35.7% | 2,309 | +31.3% | 0.01% | +25.0% |
| Q2 2016 | $263,000 | +4.0% | 1,759 | +0.3% | 0.00% | 0.0% |
| Q1 2016 | $253,000 | -28.7% | 1,754 | -31.1% | 0.00% | -42.9% |
| Q4 2015 | $355,000 | +206.0% | 2,547 | +202.5% | 0.01% | +600.0% |
| Q3 2015 | $116,000 | +93.3% | 842 | +109.5% | 0.00% | 0.0% |
| Q2 2015 | $60,000 | -3.2% | 402 | -1.2% | 0.00% | 0.0% |
| Q1 2015 | $62,000 | +3.3% | 407 | -1.5% | 0.00% | 0.0% |
| Q4 2014 | $60,000 | +7.1% | 413 | +1.0% | 0.00% | 0.0% |
| Q3 2014 | $56,000 | -6.7% | 409 | -2.2% | 0.00% | 0.0% |
| Q2 2014 | $60,000 | +1.7% | 418 | -2.3% | 0.00% | 0.0% |
| Q1 2014 | $59,000 | +1.7% | 428 | -1.4% | 0.00% | 0.0% |
| Q4 2013 | $58,000 | +3.6% | 434 | -4.6% | 0.00% | 0.0% |
| Q3 2013 | $56,000 | – | 455 | – | 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% |