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 | $374,427,329 | -1.9% | 1,501,614 | +2.9% | 0.68% | +0.9% |
| Q2 2023 | $381,632,069 | +3.2% | 1,459,508 | -1.2% | 0.67% | -3.9% |
| Q1 2023 | $369,626,553 | -5.1% | 1,477,561 | -8.2% | 0.70% | -10.6% |
| Q4 2022 | $389,420,178 | +14.4% | 1,609,827 | +3.7% | 0.78% | +3.4% |
| Q3 2022 | $340,364,000 | -0.9% | 1,552,223 | +2.2% | 0.76% | +1.3% |
| Q2 2022 | $343,491,000 | -14.5% | 1,518,250 | +1.4% | 0.75% | -1.5% |
| Q1 2022 | $401,744,000 | -2.6% | 1,497,082 | +2.8% | 0.76% | -1.4% |
| Q4 2021 | $412,438,000 | +13.1% | 1,456,919 | +5.1% | 0.77% | +4.1% |
| Q3 2021 | $364,755,000 | -5.6% | 1,386,510 | -3.5% | 0.74% | -6.2% |
| Q2 2021 | $386,311,000 | +6.3% | 1,437,516 | +3.0% | 0.79% | -3.8% |
| Q1 2021 | $363,273,000 | +7.2% | 1,395,649 | -5.4% | 0.82% | -3.2% |
| Q4 2020 | $339,005,000 | +21.2% | 1,474,967 | -2.3% | 0.85% | +6.0% |
| Q3 2020 | $279,778,000 | +18.7% | 1,509,708 | +13.9% | 0.80% | +6.5% |
| Q2 2020 | $235,667,000 | +35.2% | 1,325,252 | +9.4% | 0.75% | -1.4% |
| Q1 2020 | $174,349,000 | -32.1% | 1,211,876 | -2.8% | 0.76% | -7.5% |
| Q4 2019 | $256,620,000 | +18.6% | 1,246,730 | +11.3% | 0.82% | +4.7% |
| Q3 2019 | $216,455,000 | +2.5% | 1,120,067 | +3.0% | 0.78% | -3.2% |
| Q2 2019 | $211,230,000 | +11.7% | 1,087,242 | +8.9% | 0.81% | +3.6% |
| Q1 2019 | $189,027,000 | -0.4% | 997,934 | -12.7% | 0.78% | -21.6% |
| Q4 2018 | $189,744,000 | -11.0% | 1,142,592 | +7.9% | 1.00% | +3.7% |
| Q3 2018 | $213,079,000 | +29.3% | 1,058,532 | +25.1% | 0.96% | +14.9% |
| Q2 2018 | $164,808,000 | +20.3% | 846,093 | +15.9% | 0.84% | +6.5% |
| Q1 2018 | $136,991,000 | +35.0% | 730,305 | +28.7% | 0.79% | +21.3% |
| Q3 2017 | $101,490,000 | +26.5% | 567,259 | +23.0% | 0.65% | +16.9% |
| Q2 2017 | $80,228,000 | +29.6% | 461,195 | +27.6% | 0.56% | +17.6% |
| Q1 2017 | $61,885,000 | +63.0% | 361,418 | +57.4% | 0.47% | +48.0% |
| Q4 2016 | $37,976,000 | +20.0% | 229,676 | +12.3% | 0.32% | +13.1% |
| Q3 2016 | $31,638,000 | +51.8% | 204,490 | +46.6% | 0.28% | +39.6% |
| Q2 2016 | $20,844,000 | +34.8% | 139,523 | +30.1% | 0.20% | +13.5% |
| Q1 2016 | $15,463,000 | -9.5% | 107,236 | -12.5% | 0.18% | -11.0% |
| Q4 2015 | $17,078,000 | +111.5% | 122,579 | +107.4% | 0.20% | +48.1% |
| Q3 2015 | $8,074,000 | +131.9% | 59,101 | +154.7% | 0.14% | -45.8% |
| Q2 2015 | $3,481,000 | -79.9% | 23,208 | -79.6% | 0.25% | -70.5% |
| Q1 2015 | $17,304,000 | +9.9% | 113,858 | +4.7% | 0.84% | +3.7% |
| Q4 2014 | $15,745,000 | +7.1% | 108,735 | +1.1% | 0.82% | +2.4% |
| Q3 2014 | $14,704,000 | -3.1% | 107,536 | +1.4% | 0.80% | -11.7% |
| Q2 2014 | $15,173,000 | +3.6% | 106,044 | -0.4% | 0.90% | +4.5% |
| Q1 2014 | $14,640,000 | +21.3% | 106,496 | +18.1% | 0.86% | +16.3% |
| Q4 2013 | $12,069,000 | +7.3% | 90,192 | -0.5% | 0.74% | -0.5% |
| Q3 2013 | $11,253,000 | +78.0% | 90,649 | +65.6% | 0.74% | +302.7% |
| Q2 2013 | $6,322,000 | – | 54,740 | – | 0.18% | – |
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% |