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 | $5,126,750 | -7.4% | 21,176 | +0.0% | 0.54% | +0.2% |
| Q2 2023 | $5,535,302 | +4.5% | 21,169 | +0.0% | 0.54% | +1.7% |
| Q1 2023 | $5,294,488 | -7.0% | 21,164 | -10.0% | 0.54% | -10.8% |
| Q4 2022 | $5,690,518 | +12.6% | 23,525 | +2.0% | 0.60% | +3.1% |
| Q3 2022 | $5,055,000 | +7.8% | 23,053 | +11.2% | 0.58% | +14.3% |
| Q2 2022 | $4,689,000 | +134.4% | 20,726 | +178.1% | 0.51% | +187.6% |
| Q1 2022 | $2,000,000 | -7.7% | 7,454 | -2.6% | 0.18% | -5.3% |
| Q4 2021 | $2,166,000 | +7.7% | 7,652 | -94.9% | 0.19% | -0.5% |
| Q3 2021 | $2,011,000 | -2.1% | 149,472 | +1855.9% | 0.19% | -3.6% |
| Q2 2021 | $2,054,000 | +3.3% | 7,642 | +0.1% | 0.20% | -6.7% |
| Q1 2021 | $1,988,000 | +13.3% | 7,637 | 0.0% | 0.21% | +1.0% |
| Q4 2020 | $1,755,000 | +24.0% | 7,637 | +0.0% | 0.21% | +5.6% |
| Q3 2020 | $1,415,000 | +4.3% | 7,635 | +0.0% | 0.20% | -8.4% |
| Q2 2020 | $1,357,000 | +22.3% | 7,633 | -1.0% | 0.21% | +3.4% |
| Q1 2020 | $1,110,000 | -29.3% | 7,713 | +1.1% | 0.21% | -6.8% |
| Q4 2019 | $1,570,000 | +6.6% | 7,629 | +0.1% | 0.22% | -0.9% |
| Q3 2019 | $1,473,000 | +4.8% | 7,625 | +5.4% | 0.22% | +5.2% |
| Q2 2019 | $1,405,000 | +2.6% | 7,232 | +0.0% | 0.21% | -1.8% |
| Q1 2019 | $1,369,000 | +23.3% | 7,230 | +8.2% | 0.22% | +6.4% |
| Q4 2018 | $1,110,000 | -17.3% | 6,683 | +0.1% | 0.20% | -4.7% |
| Q3 2018 | $1,343,000 | +2.5% | 6,673 | -0.7% | 0.21% | -0.9% |
| Q2 2018 | $1,310,000 | +23.5% | 6,723 | +18.8% | 0.22% | +17.4% |
| Q1 2018 | $1,061,000 | -1.0% | 5,657 | +0.2% | 0.18% | +5.1% |
| Q4 2017 | $1,072,000 | +6.2% | 5,648 | +0.2% | 0.18% | +0.6% |
| Q3 2017 | $1,009,000 | +3.1% | 5,637 | +0.1% | 0.17% | +1.2% |
| Q2 2017 | $979,000 | +1.7% | 5,629 | +0.1% | 0.17% | 0.0% |
| Q1 2017 | $963,000 | +3.7% | 5,625 | +0.1% | 0.17% | -1.1% |
| Q4 2016 | $929,000 | +9.8% | 5,618 | +2.7% | 0.17% | +7.4% |
| Q3 2016 | $846,000 | +6.1% | 5,469 | +2.5% | 0.16% | +1.2% |
| Q2 2016 | $797,000 | +3.0% | 5,338 | -0.5% | 0.16% | 0.0% |
| Q1 2016 | $774,000 | +10.4% | 5,365 | +6.6% | 0.16% | +6.0% |
| Q4 2015 | $701,000 | – | 5,035 | – | 0.15% | – |
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% |