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 | $66,054,763 | +8.7% | 264,908 | +14.0% | 0.42% | -1.2% |
| Q2 2023 | $60,772,966 | -5.6% | 232,419 | -9.6% | 0.42% | -11.0% |
| Q1 2023 | $64,349,170 | +2.8% | 257,232 | -0.6% | 0.47% | -6.5% |
| Q4 2022 | $62,615,220 | +64.8% | 258,858 | +49.3% | 0.51% | +7.4% |
| Q3 2022 | $38,006,000 | +0.0% | 173,336 | +3.2% | 0.47% | -3.1% |
| Q2 2022 | $38,000,000 | -10.5% | 167,969 | +6.2% | 0.49% | -5.4% |
| Q1 2022 | $42,454,000 | +0.4% | 158,209 | +5.9% | 0.52% | -0.6% |
| Q4 2021 | $42,304,000 | +32.6% | 149,442 | +23.2% | 0.52% | +19.9% |
| Q3 2021 | $31,907,000 | +0.9% | 121,286 | +3.1% | 0.43% | -3.1% |
| Q2 2021 | $31,624,000 | +30.4% | 117,678 | +26.3% | 0.45% | -13.2% |
| Q1 2021 | $24,246,000 | +5.4% | 93,151 | -6.9% | 0.51% | -3.6% |
| Q4 2020 | $23,002,000 | +26.7% | 100,083 | +2.2% | 0.53% | +12.9% |
| Q3 2020 | $18,148,000 | -10.7% | 97,935 | -14.3% | 0.47% | -12.8% |
| Q2 2020 | $20,332,000 | +19.6% | 114,341 | -3.3% | 0.54% | -3.6% |
| Q1 2020 | $17,007,000 | -33.3% | 118,221 | -4.6% | 0.56% | -17.9% |
| Q4 2019 | $25,501,000 | -28.7% | 123,949 | -33.0% | 0.68% | -36.7% |
| Q3 2019 | $35,747,000 | +0.9% | 184,986 | +1.5% | 1.08% | -1.0% |
| Q2 2019 | $35,425,000 | +2.0% | 182,283 | -0.6% | 1.09% | -3.5% |
| Q1 2019 | $34,745,000 | +15.7% | 183,389 | +1.3% | 1.13% | -2.8% |
| Q4 2018 | $30,022,000 | -17.9% | 181,020 | -0.4% | 1.16% | -8.6% |
| Q3 2018 | $36,548,000 | +24.9% | 181,744 | +21.0% | 1.27% | -13.1% |
| Q2 2018 | $29,259,000 | -6.8% | 150,162 | -10.2% | 1.46% | +5.9% |
| Q1 2018 | $31,402,000 | +4.2% | 167,164 | +5.3% | 1.38% | +9.2% |
| Q4 2017 | $30,146,000 | +8.8% | 158,805 | +2.5% | 1.26% | +0.3% |
| Q3 2017 | $27,713,000 | +6.2% | 154,865 | +3.1% | 1.26% | +2.4% |
| Q2 2017 | $26,102,000 | +10.1% | 150,164 | +8.4% | 1.23% | +8.9% |
| Q1 2017 | $23,706,000 | +28.8% | 138,497 | +24.4% | 1.13% | +18.3% |
| Q4 2016 | $18,401,000 | -12.6% | 111,339 | -18.2% | 0.96% | +18.8% |
| Q3 2016 | $21,063,000 | +57.8% | 136,134 | +52.2% | 0.80% | +3.6% |
| Q2 2016 | $13,349,000 | +7.4% | 89,442 | +3.7% | 0.78% | +0.3% |
| Q1 2016 | $12,427,000 | +13.7% | 86,241 | +10.0% | 0.77% | +10.9% |
| Q4 2015 | $10,929,000 | +11.0% | 78,405 | +8.8% | 0.70% | +3.7% |
| Q3 2015 | $9,846,000 | +16.1% | 72,093 | +29.0% | 0.67% | +23.9% |
| Q2 2015 | $8,482,000 | 0.0% | 55,893 | 0.0% | 0.54% | -0.2% |
| Q1 2015 | $8,482,000 | +11.8% | 55,893 | +6.7% | 0.54% | +1.5% |
| Q4 2014 | $7,586,000 | +5.5% | 52,362 | -0.4% | 0.54% | +9.4% |
| Q3 2014 | $7,193,000 | -3.3% | 52,564 | +1.0% | 0.49% | +0.2% |
| Q2 2014 | $7,442,000 | +15.3% | 52,049 | +10.8% | 0.49% | +5.6% |
| Q1 2014 | $6,457,000 | +27.6% | 46,966 | +24.1% | 0.46% | +19.6% |
| Q4 2013 | $5,062,000 | +22.7% | 37,837 | +13.9% | 0.39% | +8.4% |
| Q3 2013 | $4,125,000 | +29.4% | 33,209 | +20.2% | 0.36% | +12.6% |
| Q2 2013 | $3,188,000 | -0.9% | 27,619 | -1.2% | 0.32% | -2.8% |
| Q1 2013 | $3,217,000 | – | 27,966 | – | 0.33% | – |
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% |