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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $7,544,000 | -6.0% | 28,113 | -0.8% | 0.33% | +0.9% |
| Q4 2021 | $8,022,000 | +11.0% | 28,339 | +3.2% | 0.33% | -0.3% |
| Q3 2021 | $7,226,000 | -3.2% | 27,469 | -1.1% | 0.33% | -6.3% |
| Q2 2021 | $7,465,000 | +4.0% | 27,777 | +0.7% | 0.35% | -1.4% |
| Q1 2021 | $7,181,000 | +10.7% | 27,590 | -2.3% | 0.36% | -0.8% |
| Q4 2020 | $6,488,000 | +3.6% | 28,228 | -16.4% | 0.36% | -9.1% |
| Q3 2020 | $6,260,000 | +1.7% | 33,780 | -2.4% | 0.40% | -6.2% |
| Q2 2020 | $6,153,000 | +147.3% | 34,605 | +100.1% | 0.42% | +103.4% |
| Q1 2020 | $2,488,000 | -36.6% | 17,295 | -9.3% | 0.21% | -17.9% |
| Q4 2019 | $3,923,000 | -6.4% | 19,058 | -8.5% | 0.25% | -14.0% |
| Q3 2019 | $4,193,000 | +13.4% | 20,832 | +9.4% | 0.29% | +14.5% |
| Q2 2019 | $3,699,000 | +3.2% | 19,040 | +0.6% | 0.26% | -0.8% |
| Q1 2019 | $3,583,000 | +8.2% | 18,920 | -5.1% | 0.26% | -2.3% |
| Q4 2018 | $3,310,000 | -21.1% | 19,935 | -4.3% | 0.26% | -7.7% |
| Q3 2018 | $4,193,000 | +4.0% | 20,832 | +0.7% | 0.29% | -2.4% |
| Q2 2018 | $4,031,000 | +6.1% | 20,697 | +2.2% | 0.29% | +4.3% |
| Q1 2018 | $3,799,000 | +1.9% | 20,256 | +3.1% | 0.28% | +4.1% |
| Q4 2017 | $3,729,000 | +10.6% | 19,647 | +4.3% | 0.27% | +5.1% |
| Q3 2017 | $3,372,000 | +2.3% | 18,846 | -0.6% | 0.26% | -1.5% |
| Q2 2017 | $3,297,000 | +2.1% | 18,951 | +0.5% | 0.26% | +0.4% |
| Q1 2017 | $3,230,000 | +10.6% | 18,864 | +6.8% | 0.26% | +5.7% |
| Q4 2016 | $2,921,000 | +3.4% | 17,669 | -3.3% | 0.25% | -0.4% |
| Q3 2016 | $2,826,000 | +4.8% | 18,269 | +1.2% | 0.25% | +0.4% |
| Q2 2016 | $2,696,000 | +4.2% | 18,044 | +0.5% | 0.25% | +3.4% |
| Q1 2016 | $2,588,000 | +15.2% | 17,949 | +11.4% | 0.24% | +14.4% |
| Q4 2015 | $2,246,000 | +25.2% | 16,119 | +22.7% | 0.21% | +17.5% |
| Q3 2015 | $1,794,000 | -4.8% | 13,134 | +4.6% | 0.18% | +5.4% |
| Q2 2015 | $1,884,000 | +0.8% | 12,559 | +2.1% | 0.17% | +5.0% |
| Q1 2015 | $1,869,000 | +3.5% | 12,300 | -1.4% | 0.16% | +1.9% |
| Q4 2014 | $1,806,000 | +5.0% | 12,475 | -0.8% | 0.16% | +1.9% |
| Q3 2014 | $1,720,000 | -4.4% | 12,575 | 0.0% | 0.15% | -3.8% |
| Q2 2014 | $1,799,000 | +4.0% | 12,575 | 0.0% | 0.16% | +1.3% |
| Q1 2014 | $1,729,000 | +2.7% | 12,575 | 0.0% | 0.16% | -1.2% |
| Q4 2013 | $1,683,000 | +9.4% | 12,575 | +1.5% | 0.16% | +2.6% |
| Q3 2013 | $1,538,000 | +7.5% | 12,386 | 0.0% | 0.16% | +3.3% |
| Q2 2013 | $1,431,000 | – | 12,386 | – | 0.15% | – |
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% |