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 | $49,941,882 | -2.0% | 200,288 | +2.8% | 1.81% | +2.4% |
| Q2 2023 | $50,959,159 | +3.9% | 194,887 | -0.6% | 1.76% | +0.8% |
| Q1 2023 | $49,042,607 | -0.8% | 196,044 | -4.1% | 1.75% | -3.9% |
| Q4 2022 | $49,462,990 | +4.7% | 204,484 | -5.1% | 1.82% | -3.7% |
| Q3 2022 | $47,228,000 | -2.3% | 215,402 | +0.8% | 1.89% | +10.1% |
| Q2 2022 | $48,345,000 | +179.2% | 213,707 | +231.2% | 1.72% | +81.3% |
| Q1 2022 | $17,316,000 | -70.8% | 64,531 | -69.2% | 0.95% | -47.2% |
| Q4 2021 | $59,386,000 | +10.1% | 209,787 | +2.3% | 1.79% | +1.8% |
| Q3 2021 | $53,954,000 | +27.0% | 205,096 | +29.7% | 1.76% | -23.1% |
| Q2 2021 | $42,499,000 | +2.4% | 158,148 | -0.8% | 2.29% | -4.5% |
| Q1 2021 | $41,510,000 | +12.1% | 159,488 | -1.0% | 2.40% | -3.5% |
| Q4 2020 | $37,043,000 | +19.4% | 161,180 | -3.7% | 2.49% | +7.0% |
| Q3 2020 | $31,019,000 | +1.9% | 167,395 | -2.2% | 2.32% | -3.0% |
| Q2 2020 | $30,439,000 | +18.1% | 171,185 | -4.4% | 2.40% | -0.5% |
| Q1 2020 | $25,770,000 | -26.6% | 179,138 | +5.0% | 2.41% | -6.9% |
| Q4 2019 | $35,111,000 | +5.1% | 170,591 | -1.3% | 2.59% | -0.7% |
| Q3 2019 | $33,404,000 | +2.3% | 172,877 | +2.9% | 2.60% | +3.3% |
| Q2 2019 | $32,652,000 | +4.0% | 168,085 | +1.4% | 2.52% | +0.4% |
| Q1 2019 | $31,385,000 | +29.8% | 165,715 | +13.8% | 2.51% | +16.6% |
| Q4 2018 | $24,173,000 | -19.2% | 145,574 | -2.1% | 2.15% | -7.5% |
| Q3 2018 | $29,930,000 | +10.5% | 148,693 | +7.0% | 2.33% | +2.5% |
| Q2 2018 | $27,075,000 | +16.3% | 139,005 | +12.3% | 2.27% | +0.3% |
| Q1 2018 | $23,279,000 | +9.3% | 123,835 | +12.0% | 2.26% | +11.9% |
| Q4 2017 | $21,302,000 | +17.5% | 110,610 | +10.0% | 2.02% | +8.3% |
| Q3 2017 | $18,135,000 | +17.2% | 100,552 | +12.6% | 1.87% | +11.1% |
| Q2 2017 | $15,468,000 | +17.3% | 89,321 | +16.8% | 1.68% | +12.1% |
| Q1 2017 | $13,185,000 | +90.1% | 76,459 | +68.9% | 1.50% | +70.3% |
| Q4 2016 | $6,936,000 | 0.0% | 45,265 | 0.0% | 0.88% | 0.0% |
| Q3 2016 | $6,936,000 | +57.0% | 45,265 | +53.0% | 0.88% | +47.2% |
| Q2 2016 | $4,419,000 | -33.1% | 29,586 | -35.1% | 0.60% | -18.6% |
| Q1 2016 | $6,604,000 | +531.4% | 45,570 | +507.1% | 0.74% | +295.7% |
| Q4 2015 | $1,046,000 | -63.5% | 7,506 | -64.2% | 0.19% | -57.9% |
| Q3 2015 | $2,863,000 | +41.5% | 20,957 | +55.3% | 0.44% | +50.9% |
| Q2 2015 | $2,023,000 | +48.1% | 13,493 | +50.4% | 0.29% | +48.0% |
| Q1 2015 | $1,366,000 | +3.2% | 8,973 | -1.3% | 0.20% | -2.5% |
| Q4 2014 | $1,324,000 | +9.9% | 9,094 | +3.2% | 0.20% | +8.0% |
| Q3 2014 | $1,205,000 | -6.9% | 8,815 | -4.9% | 0.19% | +0.5% |
| Q2 2014 | $1,294,000 | -5.9% | 9,274 | -7.9% | 0.19% | -3.1% |
| Q1 2014 | $1,375,000 | -50.9% | 10,067 | -52.6% | 0.19% | -53.9% |
| Q4 2013 | $2,799,000 | +143.8% | 21,246 | +129.8% | 0.42% | +126.5% |
| Q3 2013 | $1,148,000 | -96.7% | 9,244 | -95.7% | 0.18% | -99.0% |
| Q2 2013 | $34,585,000 | +15.7% | 216,577 | +13.1% | 17.67% | +5.2% |
| Q1 2013 | $29,889,000 | +14.4% | 191,516 | -25.4% | 16.80% | -9.7% |
| Q4 2012 | $26,138,000 | +16.9% | 256,738 | +12.5% | 18.61% | +3.6% |
| Q3 2012 | $22,364,000 | – | 228,268 | – | 17.96% | – |
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% |