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 2022 | $408,000 | -68.2% | 1,861 | -67.3% | 1.49% | +22.9% |
| Q2 2022 | $1,285,000 | -15.8% | 5,686 | 0.0% | 1.21% | +35.9% |
| Q1 2022 | $1,527,000 | -4.8% | 5,686 | +0.4% | 0.89% | +30.7% |
| Q4 2021 | $1,604,000 | +10.0% | 5,666 | +2.2% | 0.68% | +58.5% |
| Q3 2021 | $1,458,000 | -16.6% | 5,546 | -14.8% | 0.43% | +57.3% |
| Q2 2021 | $1,749,000 | +3.2% | 6,509 | 0.0% | 0.27% | -4.9% |
| Q1 2021 | $1,694,000 | +13.2% | 6,509 | 0.0% | 0.29% | +12.5% |
| Q4 2020 | $1,496,000 | +20.3% | 6,509 | -3.1% | 0.26% | +1.2% |
| Q3 2020 | $1,244,000 | +3.1% | 6,714 | -1.1% | 0.25% | -1.6% |
| Q2 2020 | $1,207,000 | +17.8% | 6,789 | -4.5% | 0.26% | -2.3% |
| Q1 2020 | $1,025,000 | -37.1% | 7,108 | -10.2% | 0.26% | -32.6% |
| Q4 2019 | $1,629,000 | +2.0% | 7,919 | -4.1% | 0.39% | -13.1% |
| Q3 2019 | $1,597,000 | -2.9% | 8,254 | -2.5% | 0.45% | +2.5% |
| Q2 2019 | $1,644,000 | -43.9% | 8,464 | -45.4% | 0.44% | -36.4% |
| Q1 2019 | $2,932,000 | -29.3% | 15,499 | -38.0% | 0.69% | -13.0% |
| Q4 2018 | $4,150,000 | -19.9% | 25,012 | -3.1% | 0.79% | -4.9% |
| Q3 2018 | $5,184,000 | +5.5% | 25,820 | +2.4% | 0.83% | -2.2% |
| Q2 2018 | $4,916,000 | +11.4% | 25,219 | +7.2% | 0.85% | +3.8% |
| Q1 2018 | $4,413,000 | +0.0% | 23,524 | +1.2% | 0.82% | -3.5% |
| Q4 2017 | $4,412,000 | +12.3% | 23,256 | +5.8% | 0.85% | +0.1% |
| Q3 2017 | $3,928,000 | +7.3% | 21,971 | +4.2% | 0.85% | +1.2% |
| Q2 2017 | $3,660,000 | +7.1% | 21,084 | +5.4% | 0.84% | -0.9% |
| Q1 2017 | $3,418,000 | +17.7% | 20,008 | +14.0% | 0.85% | +7.1% |
| Q4 2016 | $2,905,000 | +55.4% | 17,545 | +45.2% | 0.79% | +45.3% |
| Q3 2016 | $1,869,000 | +39.8% | 12,084 | +34.6% | 0.54% | +30.7% |
| Q2 2016 | $1,337,000 | +135.0% | 8,977 | +127.2% | 0.42% | +124.2% |
| Q1 2016 | $569,000 | -29.1% | 3,951 | -31.3% | 0.19% | -31.9% |
| Q4 2015 | $802,000 | +63.0% | 5,755 | +59.7% | 0.27% | +54.2% |
| Q3 2015 | $492,000 | -1.6% | 3,604 | +7.9% | 0.18% | +6.0% |
| Q2 2015 | $500,000 | -1.4% | 3,339 | +0.0% | 0.17% | -4.6% |
| Q1 2015 | $507,000 | +1.4% | 3,338 | -3.0% | 0.18% | -3.8% |
| Q4 2014 | $500,000 | +17.6% | 3,443 | +11.0% | 0.18% | +15.9% |
| Q3 2014 | $425,000 | -4.5% | 3,102 | +0.0% | 0.16% | -1.9% |
| Q2 2014 | $445,000 | +4.7% | 3,101 | +0.3% | 0.16% | -4.8% |
| Q1 2014 | $425,000 | -13.4% | 3,093 | -15.7% | 0.17% | -15.2% |
| Q4 2013 | $491,000 | +44.8% | 3,668 | +33.9% | 0.20% | +32.9% |
| Q3 2013 | $339,000 | +20.6% | 2,739 | +12.3% | 0.15% | +9.6% |
| Q2 2013 | $281,000 | – | 2,438 | – | 0.14% | – |
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% |