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 | $852 | -66.3% | 3,224 | -66.9% | 0.12% | -64.7% |
| Q2 2023 | $2,530 | +4.8% | 9,734 | -0.4% | 0.34% | +1.8% |
| Q1 2023 | $2,413 | -2.6% | 9,778 | -3.9% | 0.34% | -0.3% |
| Q4 2022 | $2,478 | -99.9% | 10,178 | -1.6% | 0.34% | -4.8% |
| Q3 2022 | $2,285,000 | -1.1% | 10,339 | +3.5% | 0.36% | +3.2% |
| Q2 2022 | $2,311,000 | -16.2% | 9,987 | -1.5% | 0.34% | -6.5% |
| Q1 2022 | $2,759,000 | -2.1% | 10,138 | +2.1% | 0.37% | +0.3% |
| Q4 2021 | $2,819,000 | +4.7% | 9,927 | -1.5% | 0.37% | +1.7% |
| Q3 2021 | $2,692,000 | +2.3% | 10,075 | +1.0% | 0.36% | -3.2% |
| Q2 2021 | $2,632,000 | +6.9% | 9,979 | -0.7% | 0.37% | -3.1% |
| Q1 2021 | $2,462,000 | 0.0% | 10,048 | 0.0% | 0.38% | 0.0% |
| Q4 2020 | $2,462,000 | +22.4% | 10,048 | -7.5% | 0.38% | +6.9% |
| Q3 2020 | $2,012,000 | -5.3% | 10,860 | -10.3% | 0.36% | -12.2% |
| Q2 2020 | $2,125,000 | -43.3% | 12,108 | -42.3% | 0.41% | +37.1% |
| Q1 2020 | $3,745,000 | +59.0% | 20,998 | +83.5% | 0.30% | +1.4% |
| Q4 2019 | $2,356,000 | -1.3% | 11,445 | -8.0% | 0.30% | -27.5% |
| Q3 2019 | $2,387,000 | -3.6% | 12,444 | -2.3% | 0.41% | -3.6% |
| Q2 2019 | $2,475,000 | +0.7% | 12,740 | -1.8% | 0.42% | +5.0% |
| Q1 2019 | $2,457,000 | +8.9% | 12,971 | -5.5% | 0.40% | -5.0% |
| Q4 2018 | $2,256,000 | -21.7% | 13,728 | -4.1% | 0.42% | -13.0% |
| Q3 2018 | $2,880,000 | +41.8% | 14,310 | +37.3% | 0.49% | +41.7% |
| Q2 2018 | $2,031,000 | +2.0% | 10,423 | -1.9% | 0.34% | +0.9% |
| Q1 2018 | $1,992,000 | +47.7% | 10,621 | +49.4% | 0.34% | +44.7% |
| Q4 2017 | $1,349,000 | +317.6% | 7,110 | +293.7% | 0.24% | +305.2% |
| Q3 2017 | $323,000 | +2.9% | 1,806 | 0.0% | 0.06% | -3.3% |
| Q2 2017 | $314,000 | -63.2% | 1,806 | -63.8% | 0.06% | -63.2% |
| Q1 2017 | $853,000 | -45.7% | 4,984 | -47.5% | 0.16% | -48.9% |
| Q4 2016 | $1,570,000 | +69.2% | 9,497 | +57.2% | 0.32% | +63.6% |
| Q3 2016 | $928,000 | -49.4% | 6,043 | -51.7% | 0.20% | -51.2% |
| Q2 2016 | $1,833,000 | +636.1% | 12,516 | +369.5% | 0.40% | +640.7% |
| Q1 2016 | $249,000 | +10.7% | 2,666 | +66.6% | 0.05% | +3.8% |
| Q4 2015 | $225,000 | +4.2% | 1,600 | 0.0% | 0.05% | -1.9% |
| Q3 2015 | $216,000 | -94.4% | 1,600 | -93.8% | 0.05% | -93.7% |
| Q2 2015 | $3,883,000 | +23.9% | 25,951 | +26.2% | 0.84% | +21.3% |
| Q1 2015 | $3,135,000 | -44.8% | 20,560 | -47.0% | 0.70% | -41.0% |
| Q4 2014 | $5,677,000 | -63.1% | 38,801 | -65.3% | 1.18% | -64.7% |
| Q3 2014 | $15,400,000 | -60.0% | 111,658 | -61.3% | 3.34% | -55.0% |
| Q4 2013 | $38,521,000 | – | 288,548 | – | 7.41% | – |
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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% |