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 | $3,116,857 | -8.7% | 12,665 | -1.4% | 0.68% | -7.9% |
| Q2 2023 | $3,412,376 | +5.5% | 12,842 | -0.7% | 0.74% | +3.7% |
| Q1 2023 | $3,233,818 | +3.4% | 12,927 | 0.0% | 0.71% | +1.3% |
| Q4 2022 | $3,126,912 | +4.2% | 12,927 | -5.5% | 0.70% | -2.6% |
| Q3 2022 | $3,000,000 | -3.1% | 13,681 | 0.0% | 0.72% | +4.4% |
| Q2 2022 | $3,095,000 | -15.7% | 13,681 | +0.0% | 0.69% | -1.9% |
| Q1 2022 | $3,671,000 | +3.6% | 13,679 | +9.3% | 0.70% | +11.6% |
| Q4 2021 | $3,544,000 | +14.3% | 12,519 | +6.2% | 0.63% | +7.0% |
| Q3 2021 | $3,101,000 | -5.1% | 11,789 | -3.0% | 0.59% | -5.3% |
| Q2 2021 | $3,266,000 | +12.5% | 12,157 | +9.0% | 0.62% | +4.9% |
| Q1 2021 | $2,903,000 | +17.1% | 11,156 | +3.4% | 0.59% | +12.5% |
| Q4 2020 | $2,480,000 | +52.2% | 10,791 | +22.8% | 0.53% | +11.7% |
| Q3 2020 | $1,629,000 | +18.6% | 8,791 | +13.9% | 0.47% | +8.8% |
| Q2 2020 | $1,373,000 | +60.6% | 7,721 | +30.0% | 0.43% | +35.3% |
| Q1 2020 | $855,000 | -30.8% | 5,941 | -1.0% | 0.32% | -9.9% |
| Q4 2019 | $1,235,000 | +11.7% | 6,001 | +4.8% | 0.36% | +6.0% |
| Q3 2019 | $1,106,000 | +78.4% | 5,726 | +79.4% | 0.34% | +91.4% |
| Q2 2019 | $620,000 | +3.0% | 3,191 | +0.4% | 0.18% | +3.6% |
| Q1 2019 | $602,000 | -42.6% | 3,177 | -49.7% | 0.17% | +1.8% |
| Q4 2018 | $1,049,000 | +67.0% | 6,314 | +102.3% | 0.17% | -8.3% |
| Q3 2018 | $628,000 | +8.5% | 3,121 | +4.9% | 0.18% | +2.3% |
| Q2 2018 | $579,000 | +9.5% | 2,975 | +5.4% | 0.18% | +4.1% |
| Q1 2018 | $529,000 | -1.3% | 2,822 | 0.0% | 0.17% | +3.0% |
| Q4 2017 | $536,000 | +3.9% | 2,822 | 0.0% | 0.16% | +1.9% |
| Q3 2017 | $516,000 | +6.6% | 2,822 | +1.4% | 0.16% | +1.9% |
| Q2 2017 | $484,000 | +10.3% | 2,782 | +8.6% | 0.16% | +7.4% |
| Q1 2017 | $439,000 | +4.5% | 2,562 | +0.8% | 0.15% | -5.1% |
| Q4 2016 | $420,000 | +9.7% | 2,542 | +2.3% | 0.16% | +14.7% |
| Q3 2016 | $383,000 | +3.2% | 2,485 | 0.0% | 0.14% | -2.9% |
| Q2 2016 | $371,000 | +3.6% | 2,485 | 0.0% | 0.14% | 0.0% |
| Q1 2016 | $358,000 | +8.5% | 2,485 | +4.9% | 0.14% | +4.5% |
| Q4 2015 | $330,000 | +9.3% | 2,370 | +7.0% | 0.13% | +10.7% |
| Q3 2015 | $302,000 | +7.9% | 2,214 | +18.8% | 0.12% | +16.3% |
| Q2 2015 | $280,000 | +33.3% | 1,864 | +35.1% | 0.10% | +38.7% |
| Q1 2015 | $210,000 | – | 1,380 | – | 0.08% | – |
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% |