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 | $47,130,611 | +9.9% | 189,014 | +15.2% | 0.74% | +8.9% |
| Q2 2023 | $42,901,944 | +3.1% | 164,074 | -1.4% | 0.68% | -2.5% |
| Q1 2023 | $41,630,957 | +5.9% | 166,417 | +2.4% | 0.69% | -2.8% |
| Q4 2022 | $39,312,725 | +21.2% | 162,523 | +9.8% | 0.71% | -16.8% |
| Q3 2022 | $32,441,000 | -0.7% | 147,955 | +2.4% | 0.86% | +15.2% |
| Q2 2022 | $32,686,000 | +37.5% | 144,481 | +63.1% | 0.74% | +57.0% |
| Q1 2022 | $23,775,000 | -6.7% | 88,601 | -1.5% | 0.47% | -8.1% |
| Q4 2021 | $25,475,000 | +9.6% | 89,991 | +1.9% | 0.52% | +14.2% |
| Q3 2021 | $23,240,000 | +4.7% | 88,341 | +6.9% | 0.45% | -14.1% |
| Q2 2021 | $22,201,000 | +6.0% | 82,616 | +2.6% | 0.53% | -8.7% |
| Q1 2021 | $20,950,000 | +12.8% | 80,490 | -0.4% | 0.58% | -3.2% |
| Q4 2020 | $18,575,000 | +24.5% | 80,819 | +0.4% | 0.60% | +5.9% |
| Q3 2020 | $14,924,000 | -11.1% | 80,535 | -14.7% | 0.56% | -21.5% |
| Q2 2020 | $16,792,000 | +25.3% | 94,434 | +1.4% | 0.72% | -0.4% |
| Q1 2020 | $13,399,000 | -12.8% | 93,137 | +24.5% | 0.72% | +9.4% |
| Q4 2019 | $15,374,000 | +7.9% | 74,814 | +1.6% | 0.66% | +4.5% |
| Q3 2019 | $14,242,000 | +1.9% | 73,648 | +2.4% | 0.63% | +1.3% |
| Q2 2019 | $13,975,000 | -2.9% | 71,932 | -5.3% | 0.62% | -13.3% |
| Q1 2019 | $14,388,000 | +12.4% | 75,982 | -1.8% | 0.72% | -4.3% |
| Q4 2018 | $12,806,000 | -24.7% | 77,389 | -8.5% | 0.75% | -10.2% |
| Q3 2018 | $17,003,000 | +43.5% | 84,604 | +39.0% | 0.83% | +22.0% |
| Q2 2018 | $11,848,000 | +2.3% | 60,875 | -1.2% | 0.68% | -2.1% |
| Q1 2018 | $11,580,000 | -45.7% | 61,588 | -45.1% | 0.70% | -46.3% |
| Q4 2017 | $21,312,000 | +6.9% | 112,185 | +0.8% | 1.30% | +8.2% |
| Q3 2017 | $19,938,000 | +1.4% | 111,325 | -1.4% | 1.20% | -2.4% |
| Q2 2017 | $19,655,000 | +8.9% | 112,954 | +7.2% | 1.23% | +2.2% |
| Q1 2017 | $18,051,000 | +15.5% | 105,409 | +11.5% | 1.20% | +2.4% |
| Q4 2016 | $15,631,000 | +41.6% | 94,526 | +32.4% | 1.18% | +39.1% |
| Q3 2016 | $11,042,000 | +179.0% | 71,387 | +168.9% | 0.85% | +175.6% |
| Q2 2016 | $3,957,000 | +0.1% | 26,547 | -3.0% | 0.31% | -7.3% |
| Q1 2016 | $3,953,000 | -12.3% | 27,379 | -15.2% | 0.33% | -13.1% |
| Q4 2015 | $4,505,000 | -37.3% | 32,281 | -38.6% | 0.38% | -44.4% |
| Q3 2015 | $7,189,000 | -14.3% | 52,574 | -6.1% | 0.68% | -4.2% |
| Q2 2015 | $8,388,000 | +71.9% | 56,001 | +74.1% | 0.72% | +58.9% |
| Q1 2015 | $4,880,000 | +7.1% | 32,157 | +2.2% | 0.45% | +1.6% |
| Q4 2014 | $4,555,000 | +2.3% | 31,467 | -3.3% | 0.44% | +30.7% |
| Q3 2014 | $4,454,000 | -2.2% | 32,551 | +2.2% | 0.34% | -33.7% |
| Q2 2014 | $4,555,000 | +18.6% | 31,858 | +14.0% | 0.51% | -3.0% |
| Q1 2014 | $3,840,000 | +11.8% | 27,945 | +8.6% | 0.53% | +3.7% |
| Q4 2013 | $3,435,000 | +11.5% | 25,731 | +3.7% | 0.51% | -7.5% |
| Q3 2013 | $3,080,000 | +11.6% | 24,819 | +4.0% | 0.55% | -4.7% |
| Q2 2013 | $2,760,000 | – | 23,868 | – | 0.58% | – |
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% |