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 | $51,718,706 | -5.7% | 207,414 | -1.1% | 1.07% | -3.9% |
| Q2 2023 | $54,862,747 | +2.1% | 209,816 | -2.3% | 1.12% | -3.5% |
| Q1 2023 | $53,750,215 | +3.1% | 214,863 | -0.3% | 1.16% | -3.8% |
| Q4 2022 | $52,153,198 | +8.7% | 215,607 | -1.5% | 1.20% | +24.5% |
| Q3 2022 | $47,990,000 | -4.2% | 218,872 | -1.2% | 0.97% | -0.7% |
| Q2 2022 | $50,112,000 | -17.5% | 221,507 | -2.2% | 0.97% | -9.1% |
| Q1 2022 | $60,771,000 | -6.7% | 226,472 | -1.6% | 1.07% | -4.7% |
| Q4 2021 | $65,159,000 | +4.2% | 230,177 | -3.2% | 1.12% | -1.9% |
| Q3 2021 | $62,526,000 | -3.0% | 237,678 | -0.9% | 1.14% | -3.0% |
| Q2 2021 | $64,432,000 | -6.3% | 239,764 | -9.3% | 1.18% | -11.0% |
| Q1 2021 | $68,784,000 | +10.9% | 264,269 | -2.0% | 1.33% | +5.1% |
| Q4 2020 | $62,006,000 | +18.0% | 269,791 | -4.9% | 1.26% | +5.7% |
| Q3 2020 | $52,552,000 | -2.0% | 283,591 | -5.9% | 1.19% | -5.3% |
| Q2 2020 | $53,607,000 | -51.5% | 301,470 | -60.8% | 1.26% | -56.3% |
| Q1 2020 | $110,614,000 | -67.6% | 768,900 | -53.7% | 2.89% | -61.1% |
| Q4 2019 | $341,800,000 | +2.9% | 1,660,675 | -3.4% | 7.42% | +0.5% |
| Q3 2019 | $332,203,000 | -3.1% | 1,719,212 | -2.6% | 7.38% | -2.0% |
| Q2 2019 | $342,828,000 | +1.5% | 1,764,788 | -1.1% | 7.53% | +0.0% |
| Q1 2019 | $337,856,000 | +8.0% | 1,783,823 | -5.3% | 7.52% | +0.3% |
| Q4 2018 | $312,834,000 | -13.7% | 1,883,861 | +4.6% | 7.50% | -5.5% |
| Q3 2018 | $362,399,000 | +2.3% | 1,800,385 | -1.0% | 7.94% | +1.3% |
| Q2 2018 | $354,227,000 | -0.8% | 1,818,600 | -4.5% | 7.84% | +0.2% |
| Q1 2018 | $357,158,000 | -2.7% | 1,904,134 | -1.6% | 7.83% | -0.6% |
| Q4 2017 | $367,145,000 | +8.1% | 1,934,580 | +1.9% | 7.88% | -0.8% |
| Q3 2017 | $339,531,000 | +3.0% | 1,897,882 | +0.1% | 7.94% | -0.1% |
| Q2 2017 | $329,729,000 | +1.1% | 1,895,540 | -0.5% | 7.95% | -0.6% |
| Q1 2017 | $326,048,000 | +3.2% | 1,904,264 | -0.3% | 8.00% | +0.2% |
| Q4 2016 | $315,803,000 | -1.7% | 1,910,023 | -8.0% | 7.98% | -0.6% |
| Q3 2016 | $321,139,000 | -0.7% | 2,075,749 | -4.1% | 8.02% | -1.4% |
| Q2 2016 | $323,369,000 | -0.6% | 2,164,597 | -4.0% | 8.14% | -0.2% |
| Q1 2016 | $325,195,000 | +3.5% | 2,255,321 | -1.6% | 8.16% | +1.2% |
| Q4 2015 | $314,082,000 | -8.4% | 2,292,859 | -6.7% | 8.07% | -2.7% |
| Q3 2015 | $342,806,000 | -6.7% | 2,458,768 | +0.3% | 8.29% | -0.8% |
| Q2 2015 | $367,616,000 | -0.0% | 2,451,099 | +1.3% | 8.36% | -0.5% |
| Q1 2015 | $367,655,000 | +3.0% | 2,419,101 | -1.9% | 8.40% | +1.1% |
| Q4 2014 | $357,095,000 | +3.4% | 2,466,128 | -2.3% | 8.32% | +0.5% |
| Q3 2014 | $345,226,000 | -1.1% | 2,524,692 | +3.5% | 8.27% | -1.1% |
| Q2 2014 | $349,015,000 | -9.8% | 2,439,296 | -13.3% | 8.36% | -15.9% |
| Q1 2014 | $386,944,000 | +7.7% | 2,814,755 | +4.8% | 9.94% | +0.9% |
| Q4 2013 | $359,266,000 | +13.8% | 2,684,894 | +5.5% | 9.86% | +1.4% |
| Q3 2013 | $315,785,000 | +15.5% | 2,543,778 | +7.5% | 9.72% | +1.5% |
| Q2 2013 | $273,316,000 | – | 2,366,373 | – | 9.58% | – |
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% |