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 | $4,497,106 | -10.6% | 18,035 | -6.2% | 0.51% | -6.1% |
| Q2 2023 | $5,028,866 | +0.4% | 19,232 | -3.9% | 0.54% | -5.1% |
| Q1 2023 | $5,008,032 | +2.4% | 20,019 | -1.0% | 0.57% | -1.4% |
| Q4 2022 | $4,891,258 | +13.9% | 20,221 | +3.2% | 0.58% | +4.9% |
| Q3 2022 | $4,296,000 | -3.6% | 19,591 | -0.5% | 0.55% | 0.0% |
| Q2 2022 | $4,455,000 | -17.7% | 19,694 | -2.3% | 0.55% | -4.7% |
| Q1 2022 | $5,410,000 | -2.5% | 20,162 | +2.9% | 0.58% | +2.7% |
| Q4 2021 | $5,548,000 | +4.4% | 19,598 | -3.0% | 0.56% | -4.7% |
| Q3 2021 | $5,314,000 | -10.4% | 20,201 | -8.5% | 0.59% | -11.0% |
| Q2 2021 | $5,930,000 | +0.4% | 22,067 | -2.8% | 0.66% | -6.8% |
| Q1 2021 | $5,908,000 | +23.3% | 22,697 | +8.8% | 0.71% | +13.9% |
| Q4 2020 | $4,793,000 | +20.1% | 20,856 | -3.2% | 0.62% | +11.0% |
| Q3 2020 | $3,991,000 | -8.1% | 21,539 | -11.8% | 0.56% | -13.4% |
| Q2 2020 | $4,341,000 | +13.7% | 24,413 | -8.0% | 0.65% | -3.3% |
| Q1 2020 | $3,819,000 | -34.5% | 26,548 | -6.3% | 0.67% | -17.5% |
| Q4 2019 | $5,834,000 | +6.1% | 28,343 | -0.4% | 0.81% | -0.6% |
| Q3 2019 | $5,500,000 | -3.0% | 28,464 | -2.5% | 0.82% | -5.3% |
| Q2 2019 | $5,669,000 | +0.4% | 29,184 | -2.1% | 0.86% | -2.2% |
| Q1 2019 | $5,648,000 | +12.6% | 29,820 | -1.3% | 0.88% | -3.5% |
| Q4 2018 | $5,016,000 | -19.1% | 30,206 | -1.9% | 0.92% | -7.5% |
| Q3 2018 | $6,200,000 | +3.4% | 30,800 | +0.0% | 0.99% | -2.8% |
| Q2 2018 | $5,998,000 | +4.3% | 30,792 | +0.4% | 1.02% | +1.1% |
| Q1 2018 | $5,753,000 | -6.7% | 30,670 | -5.7% | 1.01% | -4.1% |
| Q4 2017 | $6,169,000 | -3.2% | 32,508 | -8.8% | 1.05% | -6.4% |
| Q3 2017 | $6,375,000 | -7.9% | 35,637 | -10.4% | 1.12% | -28.0% |
| Q2 2017 | $6,920,000 | -12.2% | 39,784 | -13.6% | 1.56% | -14.7% |
| Q1 2017 | $7,883,000 | +4.0% | 46,040 | +0.4% | 1.83% | -1.8% |
| Q4 2016 | $7,580,000 | +11.9% | 45,844 | +4.7% | 1.86% | +4.9% |
| Q3 2016 | $6,776,000 | +6.1% | 43,798 | +2.5% | 1.77% | +3.0% |
| Q2 2016 | $6,386,000 | +3.3% | 42,744 | -0.3% | 1.72% | -0.9% |
| Q1 2016 | $6,181,000 | -1.6% | 42,865 | -4.9% | 1.74% | +1.2% |
| Q4 2015 | $6,283,000 | +4.7% | 45,097 | +2.7% | 1.72% | +3.9% |
| Q3 2015 | $6,000,000 | -5.6% | 43,919 | +3.6% | 1.65% | +5.3% |
| Q2 2015 | $6,358,000 | +1.1% | 42,395 | +2.4% | 1.57% | +0.7% |
| Q1 2015 | $6,289,000 | +7.1% | 41,382 | +2.1% | 1.56% | +6.7% |
| Q4 2014 | $5,870,000 | +6.9% | 40,537 | +0.9% | 1.46% | +8.6% |
| Q3 2014 | $5,491,000 | -2.7% | 40,160 | +1.9% | 1.34% | -2.2% |
| Q2 2014 | $5,641,000 | +4.4% | 39,427 | +0.3% | 1.37% | -4.7% |
| Q1 2014 | $5,402,000 | +9.5% | 39,295 | +6.6% | 1.44% | +5.6% |
| Q4 2013 | $4,932,000 | +18.7% | 36,860 | +10.2% | 1.36% | +5.5% |
| Q3 2013 | $4,154,000 | +5.1% | 33,460 | -2.2% | 1.29% | -2.6% |
| Q2 2013 | $3,953,000 | – | 34,223 | – | 1.33% | – |
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% |