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 | $68,380,176 | -14.7% | 274,234 | -10.6% | 0.45% | +2.5% |
| Q2 2023 | $80,176,350 | +3.1% | 306,625 | -1.4% | 0.44% | +0.7% |
| Q1 2023 | $77,763,295 | -0.6% | 310,854 | -3.9% | 0.43% | -1.1% |
| Q4 2022 | $78,269,342 | +6.6% | 323,574 | -3.4% | 0.44% | +1.2% |
| Q3 2022 | $73,456,000 | -3.8% | 335,019 | -0.7% | 0.43% | +3.6% |
| Q2 2022 | $76,361,000 | -16.7% | 337,537 | -1.2% | 0.42% | -5.8% |
| Q1 2022 | $91,636,000 | -6.5% | 341,492 | -1.3% | 0.44% | -1.3% |
| Q4 2021 | $97,962,000 | +7.6% | 346,059 | -0.0% | 0.45% | -0.9% |
| Q3 2021 | $91,072,000 | -1.7% | 346,191 | +0.5% | 0.46% | -2.4% |
| Q2 2021 | $92,611,000 | -2.8% | 344,626 | -5.8% | 0.47% | -11.6% |
| Q1 2021 | $95,237,000 | +11.1% | 365,903 | -1.9% | 0.53% | +2.1% |
| Q4 2020 | $85,713,000 | +21.3% | 372,943 | -2.2% | 0.52% | +11.9% |
| Q3 2020 | $70,681,000 | +3.6% | 381,422 | -0.6% | 0.46% | -7.1% |
| Q2 2020 | $68,242,000 | +31.8% | 383,768 | -0.1% | 0.50% | +15.9% |
| Q1 2020 | $51,787,000 | -29.9% | 384,002 | +7.0% | 0.43% | -10.3% |
| Q4 2019 | $73,879,000 | +10.4% | 358,949 | +3.7% | 0.48% | +1.9% |
| Q3 2019 | $66,897,000 | -11.4% | 346,204 | -10.9% | 0.47% | -5.1% |
| Q2 2019 | $75,482,000 | +4.5% | 388,564 | +1.9% | 0.49% | -3.0% |
| Q1 2019 | $72,212,000 | +10.2% | 381,269 | -3.4% | 0.51% | -2.3% |
| Q4 2018 | $65,508,000 | -21.0% | 394,487 | -4.3% | 0.52% | -10.8% |
| Q3 2018 | $82,971,000 | +4.2% | 412,195 | +0.9% | 0.58% | -1.7% |
| Q2 2018 | $79,595,000 | +2.8% | 408,643 | -1.0% | 0.59% | +0.5% |
| Q1 2018 | $77,432,000 | -3.2% | 412,815 | -1.6% | 0.59% | -6.5% |
| Q4 2017 | $79,989,000 | +7.2% | 419,386 | +0.5% | 0.63% | -0.3% |
| Q3 2017 | $74,626,000 | +3.6% | 417,137 | +0.7% | 0.63% | -1.9% |
| Q2 2017 | $72,033,000 | +5.5% | 414,101 | +3.9% | 0.64% | +1.4% |
| Q1 2017 | $68,269,000 | +12.1% | 398,722 | +8.2% | 0.64% | +7.6% |
| Q4 2016 | $60,903,000 | -26.6% | 368,353 | -31.3% | 0.59% | -26.7% |
| Q3 2016 | $82,962,000 | +17.0% | 536,245 | +12.7% | 0.81% | +11.6% |
| Q2 2016 | $70,903,000 | +34.8% | 475,860 | +31.0% | 0.72% | +24.5% |
| Q1 2016 | $52,606,000 | +3.2% | 363,381 | -0.7% | 0.58% | -1.2% |
| Q4 2015 | $50,983,000 | +4.8% | 365,939 | +2.7% | 0.59% | +0.5% |
| Q3 2015 | $48,662,000 | -4.2% | 356,213 | +5.2% | 0.58% | -0.7% |
| Q2 2015 | $50,786,000 | +6.9% | 338,618 | +6.7% | 0.59% | +1.2% |
| Q1 2015 | $47,530,000 | +1.1% | 317,250 | -2.3% | 0.58% | +64.6% |
| Q4 2014 | $47,020,000 | +170.6% | 324,726 | +155.6% | 0.35% | +16.9% |
| Q3 2014 | $17,373,000 | +10.4% | 127,055 | +15.5% | 0.30% | +3.4% |
| Q2 2014 | $15,737,000 | +3.3% | 109,991 | -0.7% | 0.29% | -10.2% |
| Q1 2014 | $15,234,000 | +10.8% | 110,819 | +7.8% | 0.32% | -30.6% |
| Q4 2013 | $13,754,000 | +25.6% | 102,788 | +16.5% | 0.47% | +34.1% |
| Q3 2013 | $10,952,000 | +25.0% | 88,223 | +16.3% | 0.35% | +49.8% |
| Q2 2013 | $8,760,000 | – | 75,841 | – | 0.23% | – |
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% |