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 | $6,532,685 | +17.6% | 26,180 | +23.3% | 0.25% | +18.8% |
| Q2 2023 | $5,555,837 | +8.9% | 21,228 | +4.1% | 0.21% | +1.4% |
| Q1 2023 | $5,103,789 | -2.0% | 20,383 | -5.3% | 0.21% | -19.5% |
| Q4 2022 | $5,207,423 | +9.4% | 21,528 | -0.7% | 0.26% | +5.2% |
| Q3 2022 | $4,759,000 | +33.6% | 21,681 | +37.9% | 0.25% | +36.3% |
| Q2 2022 | $3,561,000 | -24.0% | 15,718 | -9.9% | 0.18% | -7.1% |
| Q1 2022 | $4,688,000 | +2.5% | 17,451 | +8.1% | 0.20% | -1.0% |
| Q4 2021 | $4,572,000 | +21.6% | 16,139 | +13.0% | 0.20% | +5.9% |
| Q3 2021 | $3,759,000 | +1.8% | 14,279 | +3.9% | 0.19% | +1.1% |
| Q2 2021 | $3,694,000 | +7.3% | 13,737 | +3.9% | 0.18% | -9.3% |
| Q1 2021 | $3,444,000 | +97.9% | 13,219 | +74.9% | 0.20% | +70.0% |
| Q4 2020 | $1,740,000 | +2251.4% | 7,556 | +1803.3% | 0.12% | +328.6% |
| Q3 2020 | $74,000 | -90.9% | 397 | -91.3% | 0.03% | -61.1% |
| Q2 2020 | $815,000 | +34.0% | 4,585 | +8.6% | 0.07% | +10.8% |
| Q1 2020 | $608,000 | -36.0% | 4,223 | -8.5% | 0.06% | -11.0% |
| Q4 2019 | $950,000 | 0.0% | 4,614 | -6.2% | 0.07% | -25.5% |
| Q3 2019 | $950,000 | -5.3% | 4,917 | -4.4% | 0.10% | -13.3% |
| Q2 2019 | $1,003,000 | -4.1% | 5,143 | -4.2% | 0.11% | -67.2% |
| Q1 2019 | $1,046,000 | +39.1% | 5,370 | +19.0% | 0.34% | +126.3% |
| Q4 2018 | $752,000 | -38.8% | 4,513 | -27.9% | 0.15% | -33.6% |
| Q3 2018 | $1,229,000 | +0.2% | 6,263 | +0.1% | 0.23% | +38.0% |
| Q2 2018 | $1,227,000 | +24.9% | 6,256 | +19.5% | 0.17% | +21.2% |
| Q1 2018 | $982,000 | +27.5% | 5,237 | +30.3% | 0.14% | +16.1% |
| Q4 2017 | $770,000 | +29.2% | 4,020 | +21.6% | 0.12% | +29.7% |
| Q3 2017 | $596,000 | +54.4% | 3,307 | +48.3% | 0.09% | +46.8% |
| Q2 2017 | $386,000 | +26.6% | 2,230 | +24.4% | 0.06% | +12.7% |
| Q1 2017 | $305,000 | -6.7% | 1,793 | -8.7% | 0.06% | -14.1% |
| Q4 2016 | $327,000 | -3.3% | 1,964 | -10.0% | 0.06% | -5.9% |
| Q3 2016 | $338,000 | -0.3% | 2,183 | -3.8% | 0.07% | -2.9% |
| Q2 2016 | $339,000 | -34.9% | 2,270 | -37.1% | 0.07% | -39.7% |
| Q1 2016 | $521,000 | +2.2% | 3,611 | -1.3% | 0.12% | +3.6% |
| Q4 2015 | $510,000 | -12.7% | 3,658 | -14.5% | 0.11% | -24.3% |
| Q3 2015 | $584,000 | -0.7% | 4,277 | +9.1% | 0.15% | +5.7% |
| Q2 2015 | $588,000 | +3.9% | 3,919 | +5.2% | 0.14% | +11.1% |
| Q1 2015 | $566,000 | -14.6% | 3,725 | -18.6% | 0.13% | -23.6% |
| Q4 2014 | $663,000 | -82.8% | 4,576 | -84.0% | 0.16% | -84.1% |
| Q3 2014 | $3,855,000 | +14.3% | 28,553 | +21.1% | 1.04% | +13.9% |
| Q2 2014 | $3,373,000 | +771.6% | 23,574 | +608.1% | 0.91% | +647.5% |
| Q1 2014 | $387,000 | -93.4% | 3,329 | -92.4% | 0.12% | -93.8% |
| Q4 2013 | $5,869,000 | +1.6% | 43,861 | -4.5% | 1.97% | -9.9% |
| Q3 2013 | $5,774,000 | +267.1% | 45,910 | +241.4% | 2.19% | +200.8% |
| Q2 2013 | $1,573,000 | – | 13,447 | – | 0.73% | – |
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% |