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 | $5,100,953 | -4.1% | 20,457 | +0.6% | 0.30% | -0.3% |
| Q2 2023 | $5,317,980 | +5.2% | 20,338 | +0.6% | 0.30% | -2.9% |
| Q1 2023 | $5,055,984 | +6.9% | 20,211 | +3.4% | 0.31% | +4.0% |
| Q4 2022 | $4,727,740 | +26.1% | 19,545 | +14.3% | 0.30% | +19.4% |
| Q3 2022 | $3,749,000 | -1.2% | 17,097 | +2.0% | 0.25% | +6.8% |
| Q2 2022 | $3,793,000 | -15.4% | 16,768 | +0.4% | 0.24% | -0.8% |
| Q1 2022 | $4,483,000 | +11.4% | 16,707 | +17.5% | 0.24% | +20.1% |
| Q4 2021 | $4,025,000 | +6.3% | 14,217 | -1.3% | 0.20% | -2.5% |
| Q3 2021 | $3,788,000 | -2.0% | 14,401 | +0.1% | 0.20% | -1.9% |
| Q2 2021 | $3,866,000 | +4.7% | 14,388 | +1.5% | 0.21% | -1.0% |
| Q1 2021 | $3,691,000 | +9.4% | 14,179 | -3.4% | 0.21% | +4.5% |
| Q4 2020 | $3,373,000 | +25.6% | 14,674 | +1.3% | 0.20% | +12.3% |
| Q3 2020 | $2,685,000 | +3.0% | 14,487 | -1.2% | 0.18% | -6.3% |
| Q2 2020 | $2,607,000 | +20.3% | 14,663 | -2.7% | 0.19% | +0.5% |
| Q1 2020 | $2,167,000 | -32.5% | 15,063 | -3.5% | 0.19% | -10.4% |
| Q4 2019 | $3,211,000 | +16.3% | 15,602 | +9.1% | 0.21% | +6.5% |
| Q3 2019 | $2,762,000 | -6.2% | 14,296 | -5.7% | 0.20% | -8.3% |
| Q2 2019 | $2,946,000 | +7.2% | 15,163 | +4.5% | 0.22% | +3.8% |
| Q1 2019 | $2,749,000 | +16.0% | 14,514 | +1.7% | 0.21% | +1.5% |
| Q4 2018 | $2,370,000 | -15.3% | 14,271 | +2.7% | 0.21% | +0.5% |
| Q3 2018 | $2,798,000 | +10.1% | 13,900 | +6.5% | 0.20% | +1.5% |
| Q2 2018 | $2,541,000 | +15.1% | 13,048 | +10.8% | 0.20% | +10.4% |
| Q1 2018 | $2,208,000 | +10.1% | 11,774 | +11.4% | 0.18% | +10.2% |
| Q4 2017 | $2,006,000 | +8.1% | 10,571 | +1.9% | 0.17% | +3.1% |
| Q3 2017 | $1,856,000 | +2.0% | 10,373 | -0.8% | 0.16% | 0.0% |
| Q2 2017 | $1,819,000 | +10.7% | 10,458 | +9.0% | 0.16% | +15.0% |
| Q1 2017 | $1,643,000 | +4.5% | 9,593 | +0.8% | 0.14% | -2.1% |
| Q4 2016 | $1,573,000 | +12.8% | 9,515 | +5.5% | 0.14% | +10.0% |
| Q3 2016 | $1,395,000 | +4.3% | 9,018 | +0.7% | 0.13% | -0.8% |
| Q2 2016 | $1,338,000 | +8.0% | 8,959 | +4.2% | 0.13% | +0.8% |
| Q1 2016 | $1,239,000 | +1.0% | 8,595 | -2.4% | 0.13% | +1.6% |
| Q4 2015 | $1,227,000 | +5.3% | 8,805 | +3.3% | 0.13% | +0.8% |
| Q3 2015 | $1,165,000 | -18.7% | 8,526 | -10.8% | 0.13% | -13.6% |
| Q2 2015 | $1,433,000 | +2.9% | 9,555 | +4.2% | 0.15% | +3.5% |
| Q1 2015 | $1,393,000 | +8.2% | 9,166 | +3.1% | 0.14% | +9.2% |
| Q4 2014 | $1,287,000 | +6.2% | 8,887 | +0.3% | 0.13% | +2.4% |
| Q3 2014 | $1,212,000 | -5.4% | 8,863 | -1.0% | 0.13% | -5.2% |
| Q2 2014 | $1,281,000 | +5.2% | 8,955 | +1.0% | 0.13% | +2.3% |
| Q1 2014 | $1,218,000 | +7.5% | 8,863 | +4.6% | 0.13% | +8.3% |
| Q4 2013 | $1,133,000 | +11.7% | 8,471 | +3.7% | 0.12% | +0.8% |
| Q3 2013 | $1,014,000 | +7.8% | 8,165 | +0.2% | 0.12% | +1.7% |
| Q2 2013 | $941,000 | – | 8,147 | – | 0.12% | – |
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% |