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 | $333,147,000 | -0.3% | 1,339,244 | +4.8% | 0.63% | -4.9% |
| Q2 2023 | $334,047,000 | +55.8% | 1,277,299 | +49.5% | 0.66% | +40.6% |
| Q1 2023 | $214,459,000 | +4.8% | 854,421 | +0.9% | 0.47% | 0.0% |
| Q4 2022 | $204,677,000 | +16.2% | 846,649 | +5.4% | 0.47% | -0.8% |
| Q3 2022 | $176,158,000 | +37.8% | 803,575 | +42.2% | 0.47% | +43.0% |
| Q2 2022 | $127,823,000 | -5.1% | 565,189 | +12.5% | 0.33% | +10.0% |
| Q1 2022 | $134,737,000 | -5.6% | 502,225 | -0.4% | 0.30% | -4.2% |
| Q4 2021 | $142,771,000 | +54.5% | 504,231 | +43.6% | 0.31% | +26.7% |
| Q3 2021 | $92,388,000 | +2.1% | 351,161 | +4.2% | 0.25% | -5.7% |
| Q2 2021 | $90,527,000 | -1.3% | 336,913 | -4.4% | 0.26% | -9.7% |
| Q1 2021 | $91,750,000 | +19.6% | 352,367 | +5.5% | 0.29% | -9.4% |
| Q4 2020 | $76,740,000 | +26.0% | 333,995 | +1.6% | 0.32% | +8.8% |
| Q3 2020 | $60,893,000 | +7.0% | 328,727 | +2.7% | 0.29% | -5.5% |
| Q2 2020 | $56,910,000 | +47.0% | 320,074 | +18.7% | 0.31% | +23.9% |
| Q1 2020 | $38,717,000 | -57.6% | 269,679 | -39.3% | 0.25% | -53.5% |
| Q4 2019 | $91,360,000 | +14.3% | 444,382 | +7.5% | 0.54% | +24.1% |
| Q3 2019 | $79,914,000 | +24.7% | 413,491 | +25.3% | 0.44% | +13.9% |
| Q2 2019 | $64,106,000 | +37.0% | 330,038 | +33.2% | 0.38% | +22.0% |
| Q1 2019 | $46,802,000 | +10.5% | 247,756 | -3.1% | 0.31% | -3.7% |
| Q4 2018 | $42,368,000 | -14.0% | 255,709 | +4.5% | 0.32% | -8.5% |
| Q3 2018 | $49,267,000 | +10.0% | 244,789 | +6.5% | 0.36% | +1.1% |
| Q2 2018 | $44,773,000 | +11.0% | 229,774 | +6.9% | 0.35% | +3.8% |
| Q1 2018 | $40,343,000 | -1.7% | 214,912 | -0.6% | 0.34% | +0.3% |
| Q4 2017 | $41,042,000 | +36.0% | 216,253 | +28.2% | 0.34% | +30.6% |
| Q3 2017 | $30,185,000 | +23.5% | 168,622 | +20.0% | 0.26% | +17.8% |
| Q2 2017 | $24,450,000 | +62.5% | 140,540 | +60.0% | 0.22% | +52.1% |
| Q1 2017 | $15,050,000 | +66.8% | 87,811 | +61.0% | 0.14% | +46.9% |
| Q4 2016 | $9,021,000 | +108.1% | 54,549 | +95.2% | 0.10% | +96.0% |
| Q3 2016 | $4,334,000 | +20.5% | 27,952 | +15.9% | 0.05% | +11.1% |
| Q2 2016 | $3,596,000 | +3.3% | 24,125 | -0.1% | 0.04% | +309.1% |
| Q1 2016 | $3,480,000 | -10.4% | 24,145 | -13.4% | 0.01% | -76.1% |
| Q4 2015 | $3,886,000 | +9.5% | 27,894 | +7.4% | 0.05% | -2.1% |
| Q3 2015 | $3,548,000 | -2.7% | 25,965 | +6.8% | 0.05% | -19.0% |
| Q2 2015 | $3,647,000 | -4.6% | 24,319 | -3.3% | 0.06% | +1.8% |
| Q1 2015 | $3,822,000 | +14.6% | 25,147 | +9.1% | 0.06% | +11.8% |
| Q4 2014 | $3,336,000 | +10.7% | 23,040 | +4.6% | 0.05% | 0.0% |
| Q3 2014 | $3,013,000 | +11.6% | 22,030 | +16.7% | 0.05% | +8.5% |
| Q2 2014 | $2,701,000 | -53.0% | 18,876 | -54.9% | 0.05% | -58.0% |
| Q1 2014 | $5,752,000 | +29.5% | 41,842 | +26.1% | 0.11% | +23.1% |
| Q4 2013 | $4,442,000 | +197.3% | 33,190 | +175.7% | 0.09% | +145.9% |
| Q3 2013 | $1,494,000 | +11.2% | 12,040 | +3.5% | 0.04% | 0.0% |
| Q2 2013 | $1,343,000 | – | 11,635 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |