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 | $3,056,635 | -8.9% | 12,258 | -4.4% | 1.00% | -3.1% |
| Q2 2023 | $3,354,373 | +4.2% | 12,828 | -0.4% | 1.04% | +0.1% |
| Q1 2023 | $3,220,696 | +3.5% | 12,875 | +0.1% | 1.03% | +0.3% |
| Q4 2022 | $3,112,686 | +9.5% | 12,868 | -0.8% | 1.03% | +131.7% |
| Q3 2022 | $2,843,000 | -4.7% | 12,966 | -1.7% | 0.44% | -56.3% |
| Q2 2022 | $2,983,000 | -16.1% | 13,188 | -0.5% | 1.02% | +49.0% |
| Q1 2022 | $3,557,000 | -4.7% | 13,257 | +0.5% | 0.68% | -39.7% |
| Q4 2021 | $3,734,000 | +10.5% | 13,190 | +2.7% | 1.13% | +15.9% |
| Q3 2021 | $3,380,000 | -2.1% | 12,848 | +0.0% | 0.98% | -16.0% |
| Q2 2021 | $3,452,000 | +3.5% | 12,845 | +0.3% | 1.16% | -3.8% |
| Q1 2021 | $3,334,000 | +14.4% | 12,810 | +1.0% | 1.21% | +157.8% |
| Q4 2020 | $2,914,000 | +19.8% | 12,681 | -3.4% | 0.47% | -53.9% |
| Q3 2020 | $2,433,000 | -3.8% | 13,132 | -2.7% | 1.02% | -6.9% |
| Q2 2020 | $2,529,000 | +21.4% | 13,501 | -2.5% | 1.09% | +0.2% |
| Q1 2020 | $2,083,000 | -38.2% | 13,853 | -15.4% | 1.09% | +202.8% |
| Q4 2019 | $3,372,000 | +4.2% | 16,383 | -2.2% | 0.36% | -76.4% |
| Q3 2019 | $3,235,000 | -2.6% | 16,743 | -2.1% | 1.52% | +1631.8% |
| Q2 2019 | $3,323,000 | +1.3% | 17,104 | -1.2% | 0.09% | -93.3% |
| Q1 2019 | $3,279,000 | +14.5% | 17,315 | +0.4% | 1.32% | +442.4% |
| Q4 2018 | $2,863,000 | -16.4% | 17,240 | -1.3% | 0.24% | -83.8% |
| Q3 2018 | $3,425,000 | +0.6% | 17,459 | -0.1% | 1.50% | +560.4% |
| Q2 2018 | $3,404,000 | +9.7% | 17,475 | +5.9% | 0.23% | -85.5% |
| Q1 2018 | $3,103,000 | -3.2% | 16,500 | -2.3% | 1.57% | -2.2% |
| Q4 2017 | $3,204,000 | +6.7% | 16,880 | +0.6% | 1.60% | +0.1% |
| Q3 2017 | $3,003,000 | +5.1% | 16,783 | +2.1% | 1.60% | +0.9% |
| Q2 2017 | $2,858,000 | +1.9% | 16,430 | +0.3% | 1.59% | +27.7% |
| Q1 2017 | $2,804,000 | +6.4% | 16,379 | +2.7% | 1.24% | -22.7% |
| Q4 2016 | $2,636,000 | +11.8% | 15,941 | +4.6% | 1.61% | +8.5% |
| Q3 2016 | $2,357,000 | +3.8% | 15,236 | +0.3% | 1.48% | +4.4% |
| Q2 2016 | $2,270,000 | +5.2% | 15,196 | +1.5% | 1.42% | -9.7% |
| Q1 2016 | $2,158,000 | -15.2% | 14,970 | -18.0% | 1.57% | -12.6% |
| Q4 2015 | $2,545,000 | -1.3% | 18,267 | -3.2% | 1.80% | +8.4% |
| Q3 2015 | $2,579,000 | -7.3% | 18,878 | +1.7% | 1.66% | -17.3% |
| Q2 2015 | $2,783,000 | +2.2% | 18,554 | +3.5% | 2.00% | +3.0% |
| Q1 2015 | $2,724,000 | +7.4% | 17,923 | +2.3% | 1.94% | +28.2% |
| Q4 2014 | $2,537,000 | +6.7% | 17,518 | +0.8% | 1.52% | -15.1% |
| Q3 2014 | $2,378,000 | -5.4% | 17,387 | -1.1% | 1.79% | +24.7% |
| Q2 2014 | $2,515,000 | -0.5% | 17,579 | -4.4% | 1.43% | -20.4% |
| Q1 2014 | $2,528,000 | +2.0% | 18,391 | -0.7% | 1.80% | +1386.8% |
| Q4 2013 | $2,478,000 | +9.4% | 18,521 | +1.5% | 0.12% | -93.1% |
| Q3 2013 | $2,266,000 | +10.2% | 18,250 | +2.5% | 1.76% | +1014.6% |
| Q2 2013 | $2,056,000 | – | 17,798 | – | 0.16% | – |
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% |