ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,875 | -27.3% | 922 | -23.7% | 0.01% | -25.0% |
| Q2 2023 | $316,102 | +11.8% | 1,209 | +7.0% | 0.01% | 0.0% |
| Q1 2023 | $282,631 | -4.0% | 1,130 | -7.1% | 0.01% | -11.1% |
| Q4 2022 | $294,467 | -1.8% | 1,217 | -11.0% | 0.01% | 0.0% |
| Q3 2022 | $300,000 | +80.7% | 1,367 | +86.5% | 0.01% | +80.0% |
| Q2 2022 | $166,000 | -17.0% | 733 | -1.7% | 0.01% | 0.0% |
| Q1 2022 | $200,000 | +15.6% | 746 | +21.9% | 0.01% | +25.0% |
| Q4 2021 | $173,000 | +22.7% | 612 | +14.2% | 0.00% | 0.0% |
| Q3 2021 | $141,000 | +12.8% | 536 | +15.0% | 0.00% | 0.0% |
| Q2 2021 | $125,000 | +3.3% | 466 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $121,000 | +16.3% | 466 | -16.6% | 0.00% | 0.0% |
| Q4 2020 | $104,000 | 0.0% | 559 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $104,000 | +5.1% | 559 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $99,000 | +17.9% | 559 | -4.6% | 0.01% | 0.0% |
| Q1 2020 | $84,000 | -43.2% | 586 | -18.4% | 0.01% | -28.6% |
| Q4 2019 | $148,000 | +45.1% | 718 | +35.7% | 0.01% | +40.0% |
| Q3 2019 | $102,000 | -38.6% | 529 | -38.3% | 0.01% | -44.4% |
| Q2 2019 | $166,000 | +62.7% | 857 | +59.3% | 0.01% | +28.6% |
| Q1 2019 | $102,000 | +1.0% | 538 | -11.2% | 0.01% | +16.7% |
| Q4 2018 | $101,000 | -12.9% | 606 | +5.6% | 0.01% | 0.0% |
| Q3 2018 | $116,000 | +13.7% | 574 | +10.0% | 0.01% | +20.0% |
| Q2 2018 | $102,000 | -31.5% | 522 | -34.4% | 0.01% | -37.5% |
| Q1 2018 | $149,000 | -40.6% | 796 | -39.9% | 0.01% | -46.7% |
| Q4 2017 | $251,000 | +54.0% | 1,324 | +41.2% | 0.02% | +36.4% |
| Q2 2017 | $163,000 | +150.8% | 938 | +146.8% | 0.01% | +120.0% |
| Q1 2017 | $65,000 | +3.2% | 380 | 0.0% | 0.01% | -16.7% |
| Q4 2016 | $63,000 | +6.8% | 380 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $59,000 | +1.7% | 380 | -2.6% | 0.01% | 0.0% |
| Q2 2016 | $58,000 | +5.5% | 390 | +2.6% | 0.01% | -14.3% |
| Q1 2016 | $55,000 | +3.8% | 380 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $53,000 | +1.9% | 380 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $52,000 | -8.8% | 380 | 0.0% | 0.01% | -12.5% |
| Q2 2015 | $57,000 | -1.7% | 380 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $58,000 | +5.5% | 380 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $55,000 | +5.8% | 380 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $52,000 | -3.7% | 380 | 0.0% | 0.01% | -18.2% |
| Q2 2014 | $54,000 | -22.9% | 380 | -25.5% | 0.01% | -31.2% |
| Q1 2014 | $70,000 | +14.8% | 510 | +11.4% | 0.02% | 0.0% |
| Q4 2013 | $61,000 | +24.5% | 458 | +15.1% | 0.02% | +6.7% |
| Q3 2013 | $49,000 | +6.5% | 398 | 0.0% | 0.02% | -11.8% |
| Q2 2013 | $46,000 | – | 398 | – | 0.02% | – |
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% |