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 | $44,781,973 | -5.7% | 179,594 | -1.2% | 0.84% | -2.2% |
| Q2 2023 | $47,510,525 | +68.2% | 181,698 | +60.9% | 0.86% | -21.3% |
| Q1 2023 | $28,244,873 | +4.3% | 112,907 | +0.8% | 1.10% | -0.5% |
| Q4 2022 | $27,090,148 | +5.7% | 111,994 | -4.2% | 1.10% | -15.1% |
| Q3 2022 | $25,622,000 | -7.9% | 116,856 | -5.0% | 1.30% | -2.0% |
| Q2 2022 | $27,825,000 | -26.6% | 122,993 | -12.9% | 1.32% | -21.0% |
| Q1 2022 | $37,891,000 | -25.6% | 141,204 | -21.6% | 1.68% | -13.8% |
| Q4 2021 | $50,955,000 | +4.4% | 180,002 | -3.0% | 1.94% | -22.4% |
| Q3 2021 | $48,801,000 | -1.8% | 185,507 | +0.3% | 2.50% | -6.6% |
| Q2 2021 | $49,720,000 | +3.0% | 185,019 | -0.2% | 2.68% | -14.5% |
| Q1 2021 | $48,277,000 | +9.0% | 185,480 | -3.8% | 3.14% | -10.7% |
| Q4 2020 | $44,310,000 | +20.3% | 192,797 | -3.0% | 3.51% | -35.7% |
| Q3 2020 | $36,829,000 | -0.6% | 198,743 | -4.6% | 5.46% | -7.7% |
| Q2 2020 | $37,062,000 | +16.9% | 208,423 | -5.4% | 5.92% | -11.0% |
| Q1 2020 | $31,704,000 | -31.2% | 220,381 | -1.6% | 6.65% | -7.7% |
| Q4 2019 | $46,105,000 | +3.9% | 224,005 | -2.4% | 7.20% | -2.2% |
| Q3 2019 | $44,355,000 | +0.4% | 229,547 | +1.0% | 7.37% | -8.6% |
| Q2 2019 | $44,168,000 | +1.9% | 227,365 | -0.7% | 8.06% | -0.7% |
| Q1 2019 | $43,358,000 | +17.6% | 228,922 | +3.1% | 8.12% | +11.8% |
| Q4 2018 | $36,875,000 | -17.2% | 222,057 | +0.4% | 7.26% | -19.4% |
| Q3 2018 | $44,532,000 | +3.3% | 221,235 | -0.1% | 9.02% | -0.8% |
| Q2 2018 | $43,121,000 | -0.7% | 221,384 | -4.4% | 9.09% | +0.9% |
| Q1 2018 | $43,436,000 | -0.3% | 231,572 | +0.9% | 9.01% | -4.0% |
| Q4 2017 | $43,554,000 | +4.8% | 229,497 | -1.2% | 9.39% | +0.3% |
| Q3 2017 | $41,563,000 | +3.0% | 232,325 | +0.2% | 9.36% | -4.4% |
| Q2 2017 | $40,338,000 | +2.2% | 231,893 | +0.6% | 9.80% | -0.9% |
| Q1 2017 | $39,475,000 | -1.0% | 230,554 | -4.4% | 9.89% | -26.5% |
| Q4 2016 | $39,860,000 | +5.5% | 241,077 | -1.3% | 13.46% | +6.3% |
| Q3 2016 | $37,778,000 | +1.7% | 244,185 | -1.8% | 12.66% | -2.5% |
| Q2 2016 | $37,143,000 | +3.6% | 248,632 | +0.0% | 12.98% | +3.7% |
| Q1 2016 | $35,839,000 | +4.5% | 248,552 | +1.0% | 12.52% | -7.6% |
| Q4 2015 | $34,290,000 | +0.4% | 246,126 | -1.6% | 13.55% | -4.8% |
| Q3 2015 | $34,164,000 | -10.6% | 250,081 | -1.8% | 14.24% | -5.4% |
| Q2 2015 | $38,199,000 | -2.7% | 254,695 | -1.4% | 15.06% | -1.7% |
| Q1 2015 | $39,277,000 | +1.1% | 258,437 | -3.7% | 15.32% | +1.6% |
| Q4 2014 | $38,857,000 | +3.4% | 268,352 | -2.4% | 15.08% | -5.2% |
| Q3 2014 | $37,578,000 | -4.8% | 274,813 | -0.4% | 15.90% | -11.2% |
| Q2 2014 | $39,462,000 | +6.5% | 275,801 | +2.3% | 17.92% | +21.9% |
| Q1 2014 | $37,065,000 | +5.3% | 269,624 | +2.5% | 14.71% | +9.9% |
| Q4 2013 | $35,212,000 | +13.3% | 263,151 | +5.1% | 13.38% | -10.2% |
| Q3 2013 | $31,073,000 | +9.5% | 250,304 | +1.9% | 14.90% | +2.3% |
| Q2 2013 | $28,366,000 | – | 245,589 | – | 14.57% | – |
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% |