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 | $64,634,638 | -4.6% | 259,213 | +0.0% | 6.77% | -4.1% |
| Q2 2023 | $67,772,898 | +4.2% | 259,190 | -0.3% | 7.06% | +0.9% |
| Q1 2023 | $65,053,356 | +1.9% | 260,047 | -1.4% | 6.99% | -3.4% |
| Q4 2022 | $63,816,742 | +11.1% | 263,825 | +0.7% | 7.24% | +7.0% |
| Q3 2022 | $57,466,000 | -1.1% | 262,091 | +2.1% | 6.77% | +3.1% |
| Q2 2022 | $58,093,000 | -14.4% | 256,776 | +1.5% | 6.56% | -3.6% |
| Q1 2022 | $67,863,000 | +3.6% | 252,894 | +2.5% | 6.81% | +2.0% |
| Q4 2021 | $65,496,000 | +5.3% | 246,790 | +4.4% | 6.67% | -34.1% |
| Q3 2021 | $62,203,000 | -14.6% | 236,451 | -12.8% | 10.13% | -14.7% |
| Q2 2021 | $72,874,000 | +2.0% | 271,180 | -1.2% | 11.87% | +39.7% |
| Q1 2021 | $71,417,000 | +0.2% | 274,384 | -11.5% | 8.50% | -3.3% |
| Q4 2020 | $71,246,000 | +28.5% | 309,995 | +3.6% | 8.78% | +11.7% |
| Q3 2020 | $55,426,000 | +5.8% | 299,097 | +1.5% | 7.86% | -1.2% |
| Q2 2020 | $52,376,000 | +31.2% | 294,545 | +6.1% | 7.96% | +6.8% |
| Q1 2020 | $39,919,000 | -24.1% | 277,483 | +8.6% | 7.45% | -6.5% |
| Q4 2019 | $52,579,000 | +8.1% | 255,463 | +1.5% | 7.97% | +17.7% |
| Q3 2019 | $48,629,000 | -5.0% | 251,663 | -4.5% | 6.77% | -5.8% |
| Q2 2019 | $51,199,000 | +0.0% | 263,557 | -2.0% | 7.19% | -11.3% |
| Q1 2019 | $51,191,000 | +15.4% | 269,045 | +0.7% | 8.10% | +2.6% |
| Q4 2018 | $44,368,000 | -23.4% | 267,178 | -7.1% | 7.90% | -15.1% |
| Q3 2018 | $57,903,000 | +7.7% | 287,662 | +4.2% | 9.30% | +5.1% |
| Q2 2018 | $53,763,000 | +15.0% | 276,018 | +10.7% | 8.86% | +9.6% |
| Q1 2018 | $46,750,000 | +8.7% | 249,240 | +10.0% | 8.08% | +7.8% |
| Q4 2017 | $42,997,000 | +21.0% | 226,560 | +14.0% | 7.50% | +9.2% |
| Q3 2017 | $35,543,000 | +0.5% | 198,677 | -2.3% | 6.86% | -5.0% |
| Q2 2017 | $35,366,000 | +14.2% | 203,313 | +522.5% | 7.23% | +8.2% |
| Q1 2017 | $30,963,000 | +17.2% | 32,661 | -79.6% | 6.68% | +13.5% |
| Q4 2016 | $26,411,000 | +284.9% | 159,738 | +260.2% | 5.89% | +277.3% |
| Q3 2016 | $6,861,000 | +2935.8% | 44,346 | +2836.8% | 1.56% | +2736.4% |
| Q2 2016 | $226,000 | -55.5% | 1,510 | -57.2% | 0.06% | -52.2% |
| Q1 2016 | $508,000 | -87.7% | 3,524 | -88.1% | 0.12% | -89.0% |
| Q4 2015 | $4,134,000 | -17.6% | 29,675 | -19.2% | 1.05% | -21.1% |
| Q3 2015 | $5,016,000 | -9.1% | 36,715 | -0.2% | 1.33% | -7.4% |
| Q2 2015 | $5,516,000 | +0.1% | 36,781 | +1.4% | 1.44% | +35.2% |
| Q1 2015 | $5,511,000 | +332.2% | 36,264 | +312.0% | 1.06% | +188.1% |
| Q4 2014 | $1,275,000 | – | 8,803 | – | 0.37% | – |
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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% |