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 | $2,755,158 | +10.8% | 11,049 | +16.1% | 0.09% | +8.5% |
| Q2 2023 | $2,487,412 | +7.7% | 9,513 | +3.0% | 0.08% | +2.5% |
| Q1 2023 | $2,309,906 | +3.2% | 9,234 | -0.2% | 0.08% | -1.2% |
| Q4 2022 | $2,237,785 | +5.3% | 9,251 | -4.6% | 0.08% | -25.7% |
| Q3 2022 | $2,126,000 | +1.9% | 9,696 | +5.1% | 0.11% | 0.0% |
| Q2 2022 | $2,086,000 | -14.1% | 9,223 | +2.0% | 0.11% | -5.2% |
| Q1 2022 | $2,427,000 | -2.1% | 9,043 | +3.3% | 0.12% | -0.9% |
| Q4 2021 | $2,479,000 | +15.7% | 8,756 | +7.5% | 0.12% | +7.4% |
| Q3 2021 | $2,142,000 | +50.4% | 8,143 | +53.6% | 0.11% | +36.7% |
| Q2 2021 | $1,424,000 | +9.1% | 5,300 | +5.7% | 0.08% | -2.5% |
| Q1 2021 | $1,305,000 | +2.0% | 5,015 | -9.9% | 0.08% | -4.7% |
| Q4 2020 | $1,279,000 | -1.5% | 5,564 | -11.9% | 0.08% | -13.3% |
| Q4 2019 | $1,299,000 | +6.6% | 6,313 | +0.1% | 0.10% | -8.4% |
| Q3 2019 | $1,219,000 | -3.9% | 6,307 | -3.4% | 0.11% | +4.9% |
| Q2 2019 | $1,268,000 | +2.5% | 6,529 | -0.1% | 0.10% | -3.8% |
| Q1 2019 | $1,237,000 | +0.2% | 6,533 | -12.1% | 0.11% | -10.2% |
| Q4 2018 | $1,235,000 | +15.0% | 7,434 | +39.4% | 0.12% | +26.9% |
| Q3 2018 | $1,074,000 | +2.2% | 5,334 | -1.1% | 0.09% | -2.1% |
| Q2 2018 | $1,051,000 | -84.0% | 5,395 | +338.6% | 0.10% | +86.3% |
| Q1 2018 | $6,557,000 | +459.5% | 1,230 | -80.1% | 0.05% | -53.6% |
| Q4 2017 | $1,172,000 | +28.6% | 6,175 | +21.3% | 0.11% | +23.6% |
| Q3 2017 | $911,000 | -48.5% | 5,090 | -49.8% | 0.09% | -50.0% |
| Q2 2017 | $1,770,000 | +45.3% | 10,133 | +42.4% | 0.18% | +35.9% |
| Q1 2017 | $1,218,000 | -0.2% | 7,115 | -1.5% | 0.13% | -3.7% |
| Q4 2016 | $1,220,000 | +13.8% | 7,221 | +4.2% | 0.14% | +4.6% |
| Q3 2016 | $1,072,000 | -13.8% | 6,932 | -16.8% | 0.13% | -18.8% |
| Q2 2016 | $1,244,000 | +26.3% | 8,330 | +22.0% | 0.16% | +23.1% |
| Q1 2016 | $985,000 | +33.6% | 6,830 | +29.1% | 0.13% | +27.5% |
| Q4 2015 | $737,000 | -2.3% | 5,291 | -4.1% | 0.10% | -8.9% |
| Q3 2015 | $754,000 | – | 5,519 | – | 0.11% | – |
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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% |