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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $33,429 | -99.9% | 138,199 | -1.1% | 1.07% | -0.1% |
| Q3 2022 | $30,625,000 | -11.2% | 139,674 | -8.3% | 1.07% | -6.6% |
| Q2 2022 | $34,476,000 | -25.4% | 152,392 | -11.6% | 1.14% | -17.8% |
| Q1 2022 | $46,238,000 | -12.0% | 172,313 | -7.2% | 1.39% | -9.3% |
| Q4 2021 | $52,551,000 | +5.0% | 185,639 | -2.4% | 1.53% | -3.2% |
| Q3 2021 | $50,048,000 | +0.5% | 190,247 | +2.7% | 1.58% | -2.0% |
| Q2 2021 | $49,788,000 | +5.4% | 185,270 | +2.1% | 1.62% | -3.8% |
| Q1 2021 | $47,246,000 | +15.5% | 181,518 | +2.0% | 1.68% | +5.8% |
| Q4 2020 | $40,889,000 | +23.1% | 177,911 | -0.7% | 1.59% | +6.8% |
| Q3 2020 | $33,215,000 | -4.5% | 179,238 | -8.4% | 1.49% | -10.8% |
| Q2 2020 | $34,783,000 | +17.3% | 195,607 | -5.1% | 1.67% | +0.1% |
| Q1 2020 | $29,645,000 | -43.3% | 206,071 | -19.4% | 1.67% | -31.2% |
| Q4 2019 | $52,330,000 | +3.7% | 255,519 | -2.1% | 2.42% | -6.6% |
| Q3 2019 | $50,448,000 | -0.3% | 261,078 | +0.2% | 2.59% | -4.7% |
| Q2 2019 | $50,597,000 | -3.6% | 260,460 | -6.0% | 2.72% | -9.0% |
| Q1 2019 | $52,496,000 | +1.0% | 277,171 | -11.5% | 2.99% | -10.0% |
| Q4 2018 | $51,989,000 | -23.0% | 313,076 | -6.6% | 3.32% | -17.6% |
| Q3 2018 | $67,481,000 | -2.2% | 335,243 | -5.4% | 4.04% | -7.4% |
| Q2 2018 | $68,982,000 | +1.3% | 354,385 | -2.4% | 4.36% | -0.5% |
| Q1 2018 | $68,076,000 | -1.1% | 363,090 | +0.0% | 4.38% | -4.1% |
| Q4 2017 | $68,856,000 | +6.1% | 363,002 | -0.2% | 4.57% | +2.3% |
| Q3 2017 | $64,870,000 | +71.1% | 363,695 | +66.8% | 4.46% | +56.6% |
| Q2 2017 | $37,919,000 | +4.5% | 217,988 | +2.8% | 2.85% | -0.9% |
| Q1 2017 | $36,282,000 | -1.2% | 212,040 | -4.5% | 2.88% | -9.4% |
| Q4 2016 | $36,712,000 | +8.8% | 222,028 | +1.8% | 3.17% | +3.5% |
| Q3 2016 | $33,750,000 | +6.6% | 218,149 | +1.0% | 3.07% | -3.4% |
| Q2 2016 | $31,675,000 | -3.6% | 215,898 | -5.2% | 3.17% | -6.3% |
| Q1 2016 | $32,844,000 | +298.0% | 227,779 | +284.5% | 3.39% | +272.8% |
| Q4 2015 | $8,253,000 | +5.9% | 59,237 | +4.0% | 0.91% | +2.9% |
| Q3 2015 | $7,793,000 | -2.5% | 56,966 | +6.9% | 0.88% | +1.6% |
| Q2 2015 | $7,993,000 | +2.7% | 53,297 | +4.1% | 0.87% | +0.2% |
| Q1 2015 | $7,781,000 | +15.3% | 51,202 | +9.8% | 0.87% | +6.0% |
| Q4 2014 | $6,750,000 | +7.7% | 46,614 | +1.7% | 0.82% | -1.2% |
| Q3 2014 | $6,267,000 | +0.2% | 45,832 | +4.9% | 0.83% | -5.5% |
| Q2 2014 | $6,252,000 | +19.8% | 43,702 | +15.1% | 0.88% | +5.7% |
| Q1 2014 | $5,219,000 | -9.8% | 37,969 | -12.2% | 0.83% | -16.7% |
| Q4 2013 | $5,786,000 | +10.4% | 43,241 | +2.5% | 1.00% | +1.6% |
| Q3 2013 | $5,239,000 | +207.3% | 42,205 | +185.9% | 0.98% | +179.7% |
| Q2 2013 | $1,705,000 | – | 14,764 | – | 0.35% | – |
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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% |