ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $923,343 | -5.2% | 3,703 | -0.6% | 0.58% | -1.9% |
| Q2 2023 | $973,752 | +6.5% | 3,724 | +1.9% | 0.59% | +2.1% |
| Q1 2023 | $914,335 | +3.4% | 3,655 | +0.0% | 0.58% | +5.9% |
| Q4 2022 | $883,866 | +6.0% | 3,654 | -4.0% | 0.54% | -6.2% |
| Q3 2022 | $834,000 | -3.6% | 3,805 | -0.5% | 0.58% | -2.9% |
| Q2 2022 | $865,000 | -15.9% | 3,825 | -0.2% | 0.60% | -3.4% |
| Q1 2022 | $1,028,000 | -5.0% | 3,832 | +0.2% | 0.62% | +7.9% |
| Q4 2021 | $1,082,000 | +10.9% | 3,824 | +3.1% | 0.57% | -0.7% |
| Q3 2021 | $976,000 | -1.3% | 3,709 | +0.8% | 0.58% | -3.7% |
| Q2 2021 | $989,000 | +5.1% | 3,681 | +1.8% | 0.60% | -1.3% |
| Q1 2021 | $941,000 | +11.9% | 3,617 | -1.2% | 0.61% | +2.2% |
| Q4 2020 | $841,000 | +24.6% | 3,660 | +0.5% | 0.59% | +18.1% |
| Q3 2020 | $675,000 | +3.8% | 3,643 | -0.3% | 0.50% | -3.5% |
| Q2 2020 | $650,000 | +12.7% | 3,653 | -9.0% | 0.52% | +11.8% |
| Q1 2020 | $577,000 | -30.2% | 4,014 | -0.0% | 0.46% | -5.9% |
| Q4 2019 | $827,000 | +6.3% | 4,016 | -0.2% | 0.49% | +11.3% |
| Q3 2019 | $778,000 | +5.9% | 4,025 | +6.4% | 0.44% | +0.5% |
| Q2 2019 | $735,000 | +2.5% | 3,782 | -0.1% | 0.44% | +0.2% |
| Q1 2019 | $717,000 | +14.0% | 3,787 | -0.1% | 0.44% | +3.0% |
| Q4 2018 | $629,000 | -17.8% | 3,789 | -0.3% | 0.43% | -6.1% |
| Q3 2018 | $765,000 | +6.5% | 3,799 | +3.0% | 0.46% | +0.9% |
| Q2 2018 | $718,000 | +10.0% | 3,687 | +5.9% | 0.45% | +4.6% |
| Q1 2018 | $653,000 | +5.8% | 3,482 | +7.0% | 0.43% | +62.4% |
| Q4 2017 | $617,000 | +14.3% | 3,253 | +7.7% | 0.27% | -10.1% |
| Q3 2017 | $540,000 | +11.3% | 3,020 | +8.2% | 0.30% | +61.7% |
| Q2 2017 | $485,000 | +1.5% | 2,790 | -0.1% | 0.18% | +3.4% |
| Q1 2017 | $478,000 | +2.4% | 2,793 | -1.1% | 0.18% | -3.8% |
| Q4 2016 | $467,000 | +6.4% | 2,825 | -0.5% | 0.18% | +12.2% |
| Q3 2016 | $439,000 | -5.6% | 2,838 | -8.9% | 0.16% | -3.0% |
| Q2 2016 | $465,000 | +3.6% | 3,116 | +0.0% | 0.17% | +17.4% |
| Q1 2016 | $449,000 | -19.4% | 3,115 | -22.1% | 0.14% | -8.9% |
| Q4 2015 | $557,000 | +4.7% | 3,999 | +2.8% | 0.16% | +3.9% |
| Q3 2015 | $532,000 | -8.6% | 3,891 | +0.2% | 0.15% | +3.4% |
| Q2 2015 | $582,000 | -5.2% | 3,883 | -3.9% | 0.15% | -4.5% |
| Q1 2015 | $614,000 | +49.4% | 4,042 | +42.6% | 0.15% | +29.4% |
| Q4 2014 | $411,000 | -16.6% | 2,835 | -21.3% | 0.12% | -5.6% |
| Q3 2014 | $493,000 | -4.8% | 3,602 | -0.5% | 0.13% | +0.8% |
| Q2 2014 | $518,000 | +2.8% | 3,620 | -1.3% | 0.12% | -10.1% |
| Q1 2014 | $504,000 | +2.0% | 3,667 | -0.7% | 0.14% | +2.2% |
| Q4 2013 | $494,000 | +7.6% | 3,694 | -0.1% | 0.14% | -8.7% |
| Q3 2013 | $459,000 | +6.0% | 3,699 | -1.4% | 0.15% | -16.8% |
| Q2 2013 | $433,000 | – | 3,751 | – | 0.18% | – |
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% |