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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,008 | +5.4% | 7,679 | +0.8% | 0.28% | +1.9% |
| Q1 2023 | $1,905 | +6.1% | 7,616 | +2.6% | 0.27% | 0.0% |
| Q4 2022 | $1,795 | -99.9% | 7,421 | -1.1% | 0.27% | -0.7% |
| Q3 2022 | $1,645,000 | -5.1% | 7,503 | -2.1% | 0.27% | +3.4% |
| Q2 2022 | $1,733,000 | -16.4% | 7,661 | -0.8% | 0.26% | -1.9% |
| Q1 2022 | $2,074,000 | -1.7% | 7,726 | +3.7% | 0.27% | +18.1% |
| Q4 2021 | $2,109,000 | +17.1% | 7,449 | +8.8% | 0.23% | +13.5% |
| Q3 2021 | $1,801,000 | +3.6% | 6,845 | +5.7% | 0.20% | +3.6% |
| Q2 2021 | $1,739,000 | +4.6% | 6,473 | +1.4% | 0.19% | -1.5% |
| Q1 2021 | $1,662,000 | +26.8% | 6,383 | +11.9% | 0.20% | +18.1% |
| Q4 2020 | $1,311,000 | +20.5% | 5,705 | -2.8% | 0.17% | +3.8% |
| Q3 2020 | $1,088,000 | +3.3% | 5,870 | -0.9% | 0.16% | -7.5% |
| Q2 2020 | $1,053,000 | +12.3% | 5,922 | -9.1% | 0.17% | -3.9% |
| Q1 2020 | $938,000 | -30.1% | 6,516 | 0.0% | 0.18% | -12.2% |
| Q4 2019 | $1,341,000 | +6.6% | 6,516 | +0.1% | 0.20% | -1.9% |
| Q3 2019 | $1,258,000 | +1.1% | 6,511 | +1.7% | 0.21% | +6.6% |
| Q2 2019 | $1,244,000 | +7.4% | 6,403 | +4.7% | 0.20% | +3.2% |
| Q1 2019 | $1,158,000 | +28.5% | 6,115 | +12.7% | 0.19% | +13.1% |
| Q4 2018 | $901,000 | -14.7% | 5,425 | +3.4% | 0.17% | +1.2% |
| Q3 2018 | $1,056,000 | 0.0% | 5,245 | -3.2% | 0.17% | -4.6% |
| Q2 2018 | $1,056,000 | +27.5% | 5,420 | +22.8% | 0.17% | +25.2% |
| Q1 2018 | $828,000 | +1.7% | 4,415 | +2.9% | 0.14% | +6.1% |
| Q4 2017 | $814,000 | +70.3% | 4,290 | +60.6% | 0.13% | +65.8% |
| Q3 2017 | $478,000 | +15.7% | 2,671 | +12.4% | 0.08% | +12.9% |
| Q2 2017 | $413,000 | +166.5% | 2,376 | +162.3% | 0.07% | +159.3% |
| Q1 2017 | $155,000 | +72.2% | 906 | +67.2% | 0.03% | +68.8% |
| Q4 2016 | $90,000 | +7.1% | 542 | 0.0% | 0.02% | +6.7% |
| Q3 2016 | $84,000 | +3.7% | 542 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $81,000 | -73.2% | 542 | -74.1% | 0.02% | -64.3% |
| Q1 2016 | $302,000 | +6.7% | 2,092 | +3.0% | 0.04% | -22.2% |
| Q4 2015 | $283,000 | +5.6% | 2,031 | +8.8% | 0.05% | +14.9% |
| Q3 2015 | $268,000 | -4.3% | 1,866 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $280,000 | -39.8% | 1,866 | -39.1% | 0.05% | -42.0% |
| Q1 2015 | $465,000 | +5.4% | 3,066 | +0.5% | 0.08% | +2.5% |
| Q4 2014 | $441,000 | +5.8% | 3,050 | 0.0% | 0.08% | +1.3% |
| Q3 2014 | $417,000 | -70.9% | 3,050 | -69.5% | 0.08% | -67.4% |
| Q2 2014 | $1,432,000 | +241.8% | 10,009 | +228.2% | 0.24% | +195.1% |
| Q1 2014 | $419,000 | -5.6% | 3,050 | -8.3% | 0.08% | -8.0% |
| Q4 2013 | $444,000 | +7.8% | 3,325 | 0.0% | 0.09% | +1.1% |
| Q3 2013 | $412,000 | +7.3% | 3,325 | 0.0% | 0.09% | +1.2% |
| Q2 2013 | $384,000 | – | 3,325 | – | 0.09% | – |
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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% |