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 | $2,996,938 | -2.6% | 12,019 | +2.2% | 0.00% | 0.0% |
| Q2 2023 | $3,075,789 | +2.3% | 11,763 | -2.1% | 0.00% | 0.0% |
| Q1 2023 | $3,007,174 | -6.6% | 12,021 | -9.7% | 0.00% | 0.0% |
| Q4 2022 | $3,219,556 | +11.1% | 13,310 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $2,899,000 | -2.5% | 13,221 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $2,974,000 | +17.6% | 13,146 | +39.5% | 0.00% | +50.0% |
| Q1 2022 | $2,529,000 | +32.1% | 9,423 | +39.4% | 0.00% | 0.0% |
| Q4 2021 | $1,914,000 | +9.1% | 6,761 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $1,755,000 | +0.3% | 6,669 | +2.5% | 0.00% | 0.0% |
| Q2 2021 | $1,749,000 | +9.0% | 6,509 | +5.5% | 0.00% | 0.0% |
| Q1 2021 | $1,605,000 | +43.9% | 6,167 | +27.0% | 0.00% | +100.0% |
| Q4 2020 | $1,115,000 | +28.2% | 4,854 | +3.3% | 0.00% | 0.0% |
| Q3 2020 | $870,000 | +6.6% | 4,698 | +2.4% | 0.00% | 0.0% |
| Q2 2020 | $816,000 | +19.6% | 4,590 | -3.3% | 0.00% | 0.0% |
| Q1 2020 | $682,000 | -32.4% | 4,746 | -3.3% | 0.00% | 0.0% |
| Q4 2019 | $1,009,000 | +6.7% | 4,906 | +0.3% | 0.00% | 0.0% |
| Q3 2019 | $946,000 | +2.6% | 4,893 | +3.0% | 0.00% | 0.0% |
| Q2 2019 | $922,000 | +14.7% | 4,749 | +11.8% | 0.00% | 0.0% |
| Q1 2019 | $804,000 | +11.7% | 4,247 | -2.1% | 0.00% | 0.0% |
| Q4 2018 | $720,000 | -13.7% | 4,337 | +4.7% | 0.00% | 0.0% |
| Q3 2018 | $834,000 | -52.6% | 4,143 | -54.2% | 0.00% | -50.0% |
| Q2 2018 | $1,760,000 | -7.7% | 9,039 | -11.1% | 0.00% | 0.0% |
| Q1 2018 | $1,906,000 | -7.1% | 10,164 | -6.0% | 0.00% | 0.0% |
| Q4 2017 | $2,051,000 | -9.0% | 10,808 | -14.2% | 0.00% | -33.3% |
| Q3 2017 | $2,253,000 | +17.3% | 12,593 | +14.1% | 0.00% | +50.0% |
| Q2 2017 | $1,920,000 | +24.9% | 11,035 | +22.9% | 0.00% | 0.0% |
| Q1 2017 | $1,537,000 | +23.9% | 8,978 | +19.6% | 0.00% | 0.0% |
| Q4 2016 | $1,241,000 | +13.1% | 7,506 | +5.8% | 0.00% | +100.0% |
| Q3 2016 | $1,097,000 | +440.4% | 7,093 | +403.4% | 0.00% | – |
| Q1 2016 | $203,000 | -67.2% | 1,409 | -68.3% | 0.00% | -100.0% |
| Q4 2015 | $619,000 | +10.9% | 4,441 | +8.7% | 0.00% | 0.0% |
| Q3 2015 | $558,000 | -4.5% | 4,086 | +4.9% | 0.00% | 0.0% |
| Q2 2015 | $584,000 | -18.5% | 3,895 | -17.5% | 0.00% | 0.0% |
| Q1 2015 | $717,000 | +172.6% | 4,720 | +159.3% | 0.00% | – |
| Q4 2014 | $263,000 | +24.1% | 1,820 | +22.6% | 0.00% | – |
| Q2 2014 | $212,000 | -5.4% | 1,485 | -17.5% | 0.00% | – |
| Q3 2013 | $224,000 | -14.2% | 1,801 | -20.4% | 0.00% | – |
| Q2 2013 | $261,000 | – | 2,263 | – | 0.00% | – |
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% |