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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $5,063,000 | -15.4% | 22,379 | -3.1% | 0.37% | +390.7% |
| Q1 2022 | $5,988,000 | -10.4% | 23,099 | -2.1% | 0.08% | -83.0% |
| Q4 2021 | $6,682,000 | +7.2% | 23,604 | -0.4% | 0.44% | +2.6% |
| Q3 2021 | $6,236,000 | -2.2% | 23,706 | -0.1% | 0.43% | -3.6% |
| Q2 2021 | $6,379,000 | +1.7% | 23,738 | -1.5% | 0.45% | -7.3% |
| Q1 2021 | $6,271,000 | +12.4% | 24,092 | -0.8% | 0.48% | +5.3% |
| Q4 2020 | $5,581,000 | +7.0% | 24,285 | -13.7% | 0.46% | -4.4% |
| Q3 2020 | $5,215,000 | +2.1% | 28,144 | -2.0% | 0.48% | +1.9% |
| Q2 2020 | $5,106,000 | +17.6% | 28,714 | -4.9% | 0.47% | -33.9% |
| Q1 2020 | $4,343,000 | -25.0% | 30,189 | +7.3% | 0.71% | -23.6% |
| Q4 2019 | $5,789,000 | +1.9% | 28,126 | -4.3% | 0.93% | +10.6% |
| Q3 2019 | $5,682,000 | +2.0% | 29,403 | +2.6% | 0.84% | +2.1% |
| Q2 2019 | $5,569,000 | +10.1% | 28,665 | +7.3% | 0.82% | +19.8% |
| Q1 2019 | $5,058,000 | +9.3% | 26,706 | -4.2% | 0.69% | -2.3% |
| Q4 2018 | $4,629,000 | -13.7% | 27,874 | +4.7% | 0.70% | +37.1% |
| Q3 2018 | $5,361,000 | +3.6% | 26,634 | +0.2% | 0.51% | -30.9% |
| Q2 2018 | $5,177,000 | +7.9% | 26,577 | +3.9% | 0.74% | +10.3% |
| Q1 2018 | $4,797,000 | +7.8% | 25,574 | +9.0% | 0.67% | -5.9% |
| Q4 2017 | $4,451,000 | -6.7% | 23,453 | -12.1% | 0.71% | +3.8% |
| Q3 2017 | $4,773,000 | +3.1% | 26,682 | +0.2% | 0.69% | -3.0% |
| Q2 2017 | $4,630,000 | +3.2% | 26,619 | +1.6% | 0.71% | +3.2% |
| Q1 2017 | $4,487,000 | +15.4% | 26,208 | +11.5% | 0.69% | +8.2% |
| Q4 2016 | $3,887,000 | +27.4% | 23,510 | +19.2% | 0.64% | +37.1% |
| Q3 2016 | $3,052,000 | +1.6% | 19,729 | -1.9% | 0.46% | -3.7% |
| Q2 2016 | $3,004,000 | -1.0% | 20,105 | -4.4% | 0.48% | +89.4% |
| Q1 2016 | $3,033,000 | +5.3% | 21,035 | +1.8% | 0.25% | -45.0% |
| Q4 2015 | $2,880,000 | -1.1% | 20,671 | -3.0% | 0.46% | +0.4% |
| Q3 2015 | $2,912,000 | -1.3% | 21,319 | +8.4% | 0.46% | +1.3% |
| Q2 2015 | $2,949,000 | +58.1% | 19,659 | +60.2% | 0.45% | +51.8% |
| Q1 2015 | $1,865,000 | +7.0% | 12,269 | +1.9% | 0.30% | -8.8% |
| Q4 2014 | $1,743,000 | – | 12,040 | – | 0.33% | – |
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% |