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 | $308,197 | -4.6% | 1,236 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $323,189 | -5.1% | 1,236 | -9.3% | 0.06% | -9.5% |
| Q1 2023 | $340,718 | +13.0% | 1,362 | +9.2% | 0.06% | +6.8% |
| Q4 2022 | $301,637 | +9.3% | 1,247 | -0.8% | 0.06% | +5.4% |
| Q3 2022 | $276,000 | -2.8% | 1,257 | 0.0% | 0.06% | +5.7% |
| Q2 2022 | $284,000 | -34.1% | 1,257 | -21.8% | 0.05% | -22.1% |
| Q1 2022 | $431,000 | -5.3% | 1,607 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $455,000 | +7.6% | 1,607 | 0.0% | 0.07% | +27.8% |
| Q3 2021 | $423,000 | -2.1% | 1,607 | 0.0% | 0.05% | -1.8% |
| Q2 2021 | $432,000 | +3.3% | 1,607 | 0.0% | 0.06% | +139.1% |
| Q1 2021 | $418,000 | +13.3% | 1,607 | 0.0% | 0.02% | +21.1% |
| Q4 2020 | $369,000 | +23.8% | 1,607 | 0.0% | 0.02% | +11.8% |
| Q3 2020 | $298,000 | +1.0% | 1,607 | -3.0% | 0.02% | -5.6% |
| Q2 2020 | $295,000 | +23.9% | 1,657 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $238,000 | -36.0% | 1,657 | -8.3% | 0.02% | -15.0% |
| Q4 2019 | $372,000 | +10.7% | 1,807 | +4.0% | 0.02% | 0.0% |
| Q3 2019 | $336,000 | -0.3% | 1,737 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $337,000 | -4.0% | 1,737 | -6.2% | 0.02% | -9.1% |
| Q1 2019 | $351,000 | +11.1% | 1,852 | -2.6% | 0.02% | 0.0% |
| Q4 2018 | $316,000 | -17.5% | 1,902 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $383,000 | -11.8% | 1,902 | -14.6% | 0.02% | -15.4% |
| Q2 2018 | $434,000 | +3.8% | 2,227 | 0.0% | 0.03% | +4.0% |
| Q1 2018 | $418,000 | +3.5% | 2,227 | +4.7% | 0.02% | +4.2% |
| Q4 2017 | $404,000 | +6.0% | 2,127 | 0.0% | 0.02% | +4.3% |
| Q3 2017 | $381,000 | +3.0% | 2,127 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $370,000 | +1.6% | 2,127 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $364,000 | +3.4% | 2,127 | 0.0% | 0.02% | -8.0% |
| Q4 2016 | $352,000 | +7.0% | 2,127 | 0.0% | 0.02% | +4.2% |
| Q3 2016 | $329,000 | +3.5% | 2,127 | 0.0% | 0.02% | +9.1% |
| Q2 2016 | $318,000 | +8.2% | 2,127 | +4.4% | 0.02% | 0.0% |
| Q1 2016 | $294,000 | +3.5% | 2,038 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $284,000 | +8.0% | 2,038 | +5.9% | 0.02% | +4.8% |
| Q3 2015 | $263,000 | -9.0% | 1,925 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $289,000 | -1.4% | 1,925 | 0.0% | 0.02% | -4.5% |
| Q1 2015 | $293,000 | +5.0% | 1,925 | 0.0% | 0.02% | -4.3% |
| Q4 2014 | $279,000 | +6.1% | 1,925 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $263,000 | -4.4% | 1,925 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $275,000 | +3.8% | 1,925 | 0.0% | 0.02% | +4.5% |
| Q1 2014 | $265,000 | +2.7% | 1,925 | 0.0% | 0.02% | -4.3% |
| Q4 2013 | $258,000 | +7.9% | 1,925 | 0.0% | 0.02% | -20.7% |
| Q3 2013 | $239,000 | +7.7% | 1,925 | 0.0% | 0.03% | 0.0% |
| Q2 2013 | $222,000 | – | 1,925 | – | 0.03% | – |
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% |