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 | $1,540,734 | -4.3% | 6,179 | +0.4% | 0.82% | +0.5% |
| Q2 2023 | $1,609,932 | +7.2% | 6,157 | +2.5% | 0.82% | -0.1% |
| Q1 2023 | $1,502,211 | +2.0% | 6,005 | -1.4% | 0.82% | -4.9% |
| Q4 2022 | $1,473,110 | +10.6% | 6,090 | +0.2% | 0.86% | 0.0% |
| Q3 2022 | $1,332,000 | -18.7% | 6,076 | -16.1% | 0.86% | -1.3% |
| Q2 2022 | $1,638,000 | -16.3% | 7,240 | -0.7% | 0.87% | -3.3% |
| Q1 2022 | $1,956,000 | -8.0% | 7,290 | -2.9% | 0.90% | +0.7% |
| Q4 2021 | $2,125,000 | +27.1% | 7,506 | +18.1% | 0.90% | +13.0% |
| Q3 2021 | $1,672,000 | -7.5% | 6,355 | -5.5% | 0.80% | -5.9% |
| Q2 2021 | $1,807,000 | +2.6% | 6,722 | -0.6% | 0.84% | -3.8% |
| Q1 2021 | $1,761,000 | +17.6% | 6,765 | +3.8% | 0.88% | +10.3% |
| Q4 2020 | $1,498,000 | +27.6% | 6,516 | +2.8% | 0.80% | +9.3% |
| Q3 2020 | $1,174,000 | +7.5% | 6,336 | +3.2% | 0.73% | -2.3% |
| Q2 2020 | $1,092,000 | +129.4% | 6,140 | +85.8% | 0.74% | +80.4% |
| Q1 2020 | $476,000 | -30.3% | 3,305 | -0.4% | 0.41% | -11.4% |
| Q4 2019 | $683,000 | +9.8% | 3,318 | +3.1% | 0.47% | +3.1% |
| Q3 2019 | $622,000 | +0.3% | 3,217 | +0.8% | 0.45% | +0.4% |
| Q2 2019 | $620,000 | +2.8% | 3,191 | +0.3% | 0.45% | -2.0% |
| Q1 2019 | $603,000 | +19.6% | 3,183 | +5.0% | 0.46% | +1.8% |
| Q4 2018 | $504,000 | +9.1% | 3,032 | +32.1% | 0.45% | +28.5% |
| Q3 2018 | $462,000 | -2.7% | 2,295 | -5.8% | 0.35% | -7.6% |
| Q2 2018 | $475,000 | -1.0% | 2,436 | -4.8% | 0.38% | -1.6% |
| Q1 2018 | $480,000 | -1.8% | 2,558 | -0.7% | 0.39% | -1.0% |
| Q4 2017 | $489,000 | +22.2% | 2,577 | +15.3% | 0.39% | +15.4% |
| Q3 2017 | $400,000 | +6.4% | 2,236 | +3.5% | 0.34% | +0.3% |
| Q2 2017 | $376,000 | +2.7% | 2,160 | +1.2% | 0.34% | -0.6% |
| Q1 2017 | $366,000 | -1.3% | 2,135 | -4.9% | 0.34% | -6.6% |
| Q4 2016 | $371,000 | +9.8% | 2,244 | +2.6% | 0.36% | +17.1% |
| Q3 2016 | $338,000 | +1.8% | 2,187 | -1.4% | 0.31% | -0.3% |
| Q2 2016 | $332,000 | +0.6% | 2,219 | -2.9% | 0.31% | -4.6% |
| Q1 2016 | $330,000 | +20.9% | 2,286 | +16.7% | 0.33% | +17.7% |
| Q4 2015 | $273,000 | -3.9% | 1,959 | -5.7% | 0.28% | -10.9% |
| Q3 2015 | $284,000 | -8.1% | 2,078 | +0.9% | 0.31% | -1.9% |
| Q2 2015 | $309,000 | -1.9% | 2,060 | -0.7% | 0.32% | -3.1% |
| Q1 2015 | $315,000 | -4.5% | 2,074 | -8.9% | 0.33% | -7.9% |
| Q4 2014 | $330,000 | -0.6% | 2,277 | -6.1% | 0.36% | -4.1% |
| Q3 2014 | $332,000 | -5.4% | 2,425 | -1.2% | 0.37% | -4.9% |
| Q2 2014 | $351,000 | +3.5% | 2,454 | -0.6% | 0.39% | +2.4% |
| Q1 2014 | $339,000 | +0.3% | 2,469 | -2.1% | 0.38% | -5.0% |
| Q4 2013 | $338,000 | – | 2,523 | – | 0.40% | – |
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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% |