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 | $10,186,447 | +6.0% | 40,852 | +11.1% | 0.19% | +8.5% |
| Q2 2023 | $9,611,481 | +9.8% | 36,758 | +5.1% | 0.18% | +1.1% |
| Q1 2023 | $8,751,598 | +5.1% | 34,984 | +1.6% | 0.17% | 0.0% |
| Q4 2022 | $8,326,338 | +9.5% | 34,422 | -0.7% | 0.17% | +1.2% |
| Q3 2022 | $7,603,000 | -4.0% | 34,675 | -0.9% | 0.17% | +3.0% |
| Q2 2022 | $7,916,000 | -18.3% | 34,992 | -3.1% | 0.17% | -2.3% |
| Q1 2022 | $9,689,000 | -12.8% | 36,105 | -8.0% | 0.17% | -5.5% |
| Q4 2021 | $11,113,000 | +10.4% | 39,257 | +2.6% | 0.18% | -0.5% |
| Q3 2021 | $10,065,000 | -1.5% | 38,257 | +0.6% | 0.18% | -2.7% |
| Q2 2021 | $10,223,000 | +4.5% | 38,041 | +1.2% | 0.19% | -3.6% |
| Q1 2021 | $9,785,000 | +18.4% | 37,596 | +4.6% | 0.19% | +9.0% |
| Q4 2020 | $8,261,000 | +34.3% | 35,942 | +8.3% | 0.18% | +17.9% |
| Q3 2020 | $6,151,000 | +4.4% | 33,189 | +0.2% | 0.15% | -3.8% |
| Q2 2020 | $5,890,000 | +2.5% | 33,126 | -17.1% | 0.16% | -17.4% |
| Q1 2020 | $5,749,000 | -3.8% | 39,963 | +37.6% | 0.19% | +18.0% |
| Q4 2019 | $5,978,000 | +6.6% | 29,045 | +0.1% | 0.16% | -2.4% |
| Q3 2019 | $5,609,000 | +34.1% | 29,027 | +34.8% | 0.16% | +29.9% |
| Q2 2019 | $4,182,000 | +58.0% | 21,527 | +54.1% | 0.13% | +49.4% |
| Q1 2019 | $2,647,000 | +83.1% | 13,973 | +60.5% | 0.08% | +54.5% |
| Q4 2018 | $1,446,000 | -35.4% | 8,705 | -21.8% | 0.06% | -23.6% |
| Q3 2018 | $2,240,000 | +7.0% | 11,130 | +3.6% | 0.07% | 0.0% |
| Q2 2018 | $2,093,000 | +16.0% | 10,743 | +11.7% | 0.07% | +4.3% |
| Q1 2018 | $1,804,000 | -6.1% | 9,619 | -5.0% | 0.07% | -2.8% |
| Q4 2017 | $1,921,000 | +6.1% | 10,126 | +0.1% | 0.07% | +1.4% |
| Q3 2017 | $1,810,000 | +2.5% | 10,116 | -0.4% | 0.07% | +2.9% |
| Q2 2017 | $1,766,000 | +1.1% | 10,156 | -0.4% | 0.07% | 0.0% |
| Q1 2017 | $1,747,000 | +5.4% | 10,201 | +1.7% | 0.07% | -1.4% |
| Q4 2016 | $1,658,000 | -69.4% | 10,026 | -71.4% | 0.07% | -69.2% |
| Q3 2016 | $5,422,000 | +15.5% | 35,051 | +11.5% | 0.22% | +7.7% |
| Q2 2016 | $4,696,000 | +3.6% | 31,439 | 0.0% | 0.21% | +4.0% |
| Q1 2016 | $4,533,000 | -9.8% | 31,439 | -12.9% | 0.20% | -14.2% |
| Q4 2015 | $5,027,000 | +3.5% | 36,081 | +1.5% | 0.23% | +0.4% |
| Q3 2015 | $4,859,000 | -13.2% | 35,561 | -4.7% | 0.23% | -8.3% |
| Q2 2015 | $5,598,000 | -8.5% | 37,331 | -7.3% | 0.25% | -10.0% |
| Q1 2015 | $6,118,000 | +19.7% | 40,261 | +14.0% | 0.28% | +10.2% |
| Q4 2014 | $5,112,000 | -6.5% | 35,305 | -11.7% | 0.26% | -6.9% |
| Q3 2014 | $5,467,000 | -6.4% | 39,979 | -2.0% | 0.27% | -9.0% |
| Q2 2014 | $5,839,000 | +14.3% | 40,804 | +9.8% | 0.30% | +5.2% |
| Q1 2014 | $5,109,000 | +1.4% | 37,162 | -1.3% | 0.29% | +3.2% |
| Q4 2013 | $5,040,000 | +9.9% | 37,667 | +1.9% | 0.28% | +5.3% |
| Q3 2013 | $4,586,000 | +11.2% | 36,948 | +3.5% | 0.26% | +12.9% |
| Q2 2013 | $4,123,000 | – | 35,691 | – | 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% |