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 | $14,402,353 | -3.4% | 57,523 | +0.9% | 1.00% | -2.9% |
| Q2 2023 | $14,906,174 | +9.0% | 57,007 | +4.3% | 1.03% | +5.9% |
| Q1 2023 | $13,671,314 | +4.9% | 54,650 | +1.4% | 0.97% | -5.7% |
| Q4 2022 | $13,032,391 | +4.9% | 53,877 | +1.6% | 1.03% | -9.9% |
| Q3 2022 | $12,423,000 | -10.8% | 53,030 | -13.8% | 1.15% | +14.9% |
| Q2 2022 | $13,920,000 | +5.7% | 61,529 | +25.4% | 1.00% | +7.2% |
| Q1 2022 | $13,169,000 | +0.6% | 49,076 | +6.2% | 0.93% | +12.0% |
| Q4 2021 | $13,085,000 | +6.5% | 46,224 | -1.0% | 0.83% | -0.7% |
| Q3 2021 | $12,284,000 | +7.3% | 46,692 | +9.6% | 0.84% | +11.6% |
| Q2 2021 | $11,448,000 | +4.7% | 42,598 | +1.4% | 0.75% | +1.9% |
| Q1 2021 | $10,932,000 | +10.0% | 41,997 | -2.9% | 0.74% | -13.5% |
| Q4 2020 | $9,938,000 | +25.0% | 43,243 | +0.8% | 0.85% | +4.7% |
| Q3 2020 | $7,948,000 | +17.8% | 42,893 | +13.1% | 0.81% | +12.2% |
| Q2 2020 | $6,745,000 | -16.9% | 37,936 | -32.8% | 0.72% | -25.4% |
| Q1 2020 | $8,121,000 | -49.3% | 56,453 | -27.5% | 0.97% | -32.8% |
| Q4 2019 | $16,019,000 | +9.2% | 77,832 | +2.5% | 1.45% | +7.5% |
| Q3 2019 | $14,666,000 | +1.4% | 75,901 | +1.9% | 1.34% | +4.5% |
| Q2 2019 | $14,468,000 | -1.9% | 74,478 | -4.4% | 1.29% | -1.7% |
| Q1 2019 | $14,753,000 | +24.1% | 77,897 | +8.8% | 1.31% | +7.0% |
| Q4 2018 | $11,887,000 | +193.1% | 71,588 | +255.4% | 1.22% | +195.4% |
| Q3 2018 | $4,055,000 | +3.4% | 20,141 | +0.0% | 0.41% | -3.7% |
| Q2 2018 | $3,922,000 | +9.0% | 20,135 | +4.9% | 0.43% | 0.0% |
| Q1 2018 | $3,599,000 | +2.4% | 19,190 | +3.7% | 0.43% | 0.0% |
| Q4 2017 | $3,513,000 | +1103.1% | 18,512 | +1035.0% | 0.43% | +1031.6% |
| Q3 2017 | $292,000 | -41.9% | 1,631 | -43.6% | 0.04% | -47.2% |
| Q2 2017 | $503,000 | +50.1% | 2,891 | +47.7% | 0.07% | +71.4% |
| Q1 2017 | $335,000 | +6.0% | 1,958 | +2.4% | 0.04% | -4.5% |
| Q4 2016 | $316,000 | -60.5% | 1,912 | -63.0% | 0.04% | -58.9% |
| Q3 2016 | $799,000 | +4.2% | 5,167 | +0.6% | 0.11% | +0.9% |
| Q2 2016 | $767,000 | +3.5% | 5,137 | 0.0% | 0.11% | -28.4% |
| Q1 2016 | $741,000 | +6.8% | 5,137 | +3.2% | 0.15% | +2.8% |
| Q4 2015 | $694,000 | +8.3% | 4,978 | +6.1% | 0.14% | +2.9% |
| Q3 2015 | $641,000 | -11.2% | 4,692 | -2.6% | 0.14% | -6.7% |
| Q2 2015 | $722,000 | -4.6% | 4,816 | -3.3% | 0.15% | -7.4% |
| Q1 2015 | $757,000 | -22.5% | 4,982 | -26.2% | 0.16% | -28.6% |
| Q4 2014 | $977,000 | +169.9% | 6,750 | +155.5% | 0.23% | +141.5% |
| Q3 2014 | $362,000 | -4.2% | 2,642 | 0.0% | 0.09% | -6.0% |
| Q2 2014 | $378,000 | -18.9% | 2,642 | -22.1% | 0.10% | -26.5% |
| Q1 2014 | $466,000 | +20.7% | 3,392 | +17.5% | 0.14% | +21.4% |
| Q4 2013 | $386,000 | +797.7% | 2,887 | +724.9% | 0.11% | +761.5% |
| Q3 2013 | $43,000 | -24.6% | 350 | -29.3% | 0.01% | -18.8% |
| Q2 2013 | $57,000 | – | 495 | – | 0.02% | – |
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% |