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 | $8,168,367 | -12.5% | 32,611 | -8.7% | 0.99% | -9.7% |
| Q2 2023 | $9,339,020 | +6.0% | 35,716 | +1.4% | 1.10% | -0.3% |
| Q1 2023 | $8,811,386 | +4.5% | 35,223 | +1.0% | 1.10% | +2.5% |
| Q4 2022 | $8,433,495 | -2.1% | 34,865 | -11.3% | 1.07% | -9.6% |
| Q3 2022 | $8,614,000 | +2.7% | 39,285 | +6.0% | 1.19% | +9.0% |
| Q2 2022 | $8,385,000 | +0.8% | 37,063 | +19.5% | 1.09% | +13.2% |
| Q1 2022 | $8,321,000 | +14.4% | 31,010 | +20.7% | 0.96% | +14.0% |
| Q4 2021 | $7,273,000 | +9.6% | 25,692 | +1.9% | 0.84% | -3.3% |
| Q3 2021 | $6,636,000 | -3.5% | 25,224 | -1.4% | 0.87% | -8.8% |
| Q2 2021 | $6,878,000 | +3.3% | 25,593 | 0.0% | 0.96% | -5.5% |
| Q1 2021 | $6,661,000 | +12.1% | 25,593 | -1.0% | 1.01% | +0.7% |
| Q4 2020 | $5,941,000 | +21.0% | 25,851 | -2.4% | 1.00% | +5.0% |
| Q3 2020 | $4,910,000 | +3.5% | 26,496 | -0.7% | 0.96% | -6.4% |
| Q2 2020 | $4,744,000 | +22.8% | 26,676 | -0.7% | 1.02% | +1.0% |
| Q1 2020 | $3,863,000 | -32.6% | 26,855 | -3.6% | 1.01% | -15.9% |
| Q4 2019 | $5,735,000 | +14.3% | 27,862 | +7.3% | 1.20% | +2.7% |
| Q3 2019 | $5,016,000 | +5.1% | 25,957 | +5.6% | 1.17% | +0.9% |
| Q2 2019 | $4,773,000 | +27.6% | 24,572 | +24.4% | 1.16% | +21.4% |
| Q1 2019 | $3,740,000 | +13.8% | 19,747 | +5.7% | 0.96% | +2.1% |
| Q4 2018 | $3,287,000 | -56.3% | 18,687 | -50.7% | 0.94% | -8.9% |
| Q3 2018 | $7,515,000 | +111.9% | 37,921 | +108.3% | 1.03% | +2.8% |
| Q2 2018 | $3,546,000 | +14.6% | 18,204 | +10.4% | 1.00% | +8.8% |
| Q1 2018 | $3,094,000 | +0.1% | 16,493 | +1.3% | 0.92% | +0.7% |
| Q4 2017 | $3,090,000 | +73.9% | 16,283 | +63.9% | 0.91% | +53.8% |
| Q3 2017 | $1,777,000 | +7.0% | 9,933 | +4.1% | 0.59% | +0.7% |
| Q2 2017 | $1,660,000 | +6.5% | 9,543 | +4.8% | 0.59% | +5.4% |
| Q1 2017 | $1,559,000 | +15.1% | 9,103 | +11.0% | 0.56% | +5.9% |
| Q4 2016 | $1,355,000 | +47.8% | 8,198 | +38.3% | 0.53% | +47.1% |
| Q3 2016 | $917,000 | +14.1% | 5,927 | +10.1% | 0.36% | +9.1% |
| Q2 2016 | $804,000 | +38.1% | 5,382 | +33.3% | 0.33% | +34.8% |
| Q1 2016 | $582,000 | +3.6% | 4,037 | +0.1% | 0.24% | -10.3% |
| Q4 2015 | $562,000 | +19.8% | 4,032 | +17.6% | 0.27% | +12.9% |
| Q3 2015 | $469,000 | -10.2% | 3,430 | -1.4% | 0.24% | -4.0% |
| Q2 2015 | $522,000 | +9.9% | 3,480 | +11.4% | 0.25% | +11.1% |
| Q1 2015 | $475,000 | +4.9% | 3,125 | 0.0% | 0.23% | -5.8% |
| Q4 2014 | $453,000 | +6.1% | 3,125 | 0.0% | 0.24% | -4.8% |
| Q3 2014 | $427,000 | -4.5% | 3,125 | 0.0% | 0.25% | -4.9% |
| Q2 2014 | $447,000 | +4.0% | 3,125 | 0.0% | 0.26% | +0.8% |
| Q1 2014 | $430,000 | +2.9% | 3,125 | 0.0% | 0.26% | -5.7% |
| Q4 2013 | $418,000 | – | 3,125 | – | 0.28% | – |
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% |