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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $705,901 | +11.1% | 2,547 | 0.0% | 0.31% | +6.6% |
| Q3 2023 | $635,094 | -4.6% | 2,547 | 0.0% | 0.29% | +1.4% |
| Q2 2023 | $665,990 | +4.5% | 2,547 | 0.0% | 0.29% | +3.6% |
| Q1 2023 | $637,158 | +104868.4% | 2,547 | +1.5% | 0.28% | +8.2% |
| Q4 2022 | $607 | -99.9% | 2,509 | 0.0% | 0.26% | -0.4% |
| Q3 2022 | $550,000 | -3.2% | 2,509 | 0.0% | 0.26% | +2.8% |
| Q2 2022 | $568,000 | -15.6% | 2,509 | 0.0% | 0.25% | -4.2% |
| Q1 2022 | $673,000 | +2.3% | 2,509 | +8.0% | 0.26% | +8.3% |
| Q4 2021 | $658,000 | +7.7% | 2,324 | 0.0% | 0.24% | -4.0% |
| Q3 2021 | $611,000 | -3.9% | 2,324 | -1.8% | 0.25% | -3.8% |
| Q2 2021 | $636,000 | +6.9% | 2,367 | +3.5% | 0.26% | +1.6% |
| Q1 2021 | $595,000 | +16.7% | 2,287 | +3.2% | 0.26% | +10.3% |
| Q4 2020 | $510,000 | +20.3% | 2,217 | -3.1% | 0.23% | +8.9% |
| Q3 2020 | $424,000 | +4.2% | 2,287 | 0.0% | 0.21% | -1.8% |
| Q2 2020 | $407,000 | -40.1% | 2,287 | -51.5% | 0.22% | -51.2% |
| Q1 2020 | $679,000 | -39.4% | 4,720 | -13.3% | 0.44% | -19.7% |
| Q4 2019 | $1,120,000 | +3.4% | 5,441 | -2.9% | 0.55% | -3.1% |
| Q3 2019 | $1,083,000 | -17.1% | 5,603 | -16.6% | 0.57% | -15.0% |
| Q2 2019 | $1,306,000 | +0.5% | 6,721 | -2.0% | 0.67% | -1.5% |
| Q1 2019 | $1,299,000 | +13.7% | 6,859 | -0.3% | 0.68% | +2.9% |
| Q4 2018 | $1,142,000 | -17.5% | 6,879 | -0.1% | 0.66% | -2.9% |
| Q3 2018 | $1,385,000 | +3.2% | 6,883 | -0.1% | 0.68% | -5.1% |
| Q2 2018 | $1,342,000 | +2.2% | 6,888 | -1.6% | 0.72% | +6.3% |
| Q1 2018 | $1,313,000 | -1.0% | 6,999 | +0.1% | 0.68% | +2.4% |
| Q4 2017 | $1,326,000 | +4.7% | 6,989 | -1.3% | 0.66% | -1.5% |
| Q3 2017 | $1,267,000 | +4.0% | 7,084 | +1.1% | 0.67% | +1.2% |
| Q2 2017 | $1,218,000 | +2.0% | 7,004 | +0.4% | 0.66% | -0.9% |
| Q1 2017 | $1,194,000 | +3.6% | 6,973 | +0.0% | 0.67% | -2.0% |
| Q4 2016 | $1,153,000 | +3.3% | 6,971 | -3.3% | 0.68% | +2.9% |
| Q3 2016 | $1,116,000 | +3.6% | 7,212 | +0.0% | 0.66% | 0.0% |
| Q2 2016 | $1,077,000 | +31.3% | 7,209 | +26.8% | 0.66% | +22.2% |
| Q1 2016 | $820,000 | +2.5% | 5,684 | -1.0% | 0.54% | +3.4% |
| Q4 2015 | $800,000 | +1.5% | 5,743 | -0.4% | 0.53% | -5.1% |
| Q3 2015 | $788,000 | -3.0% | 5,767 | +6.5% | 0.55% | +3.9% |
| Q2 2015 | $812,000 | +0.1% | 5,414 | +1.4% | 0.53% | -0.4% |
| Q1 2015 | $811,000 | +6.0% | 5,339 | +1.1% | 0.54% | +5.1% |
| Q4 2014 | $765,000 | +5.5% | 5,282 | -0.4% | 0.51% | +0.6% |
| Q3 2014 | $725,000 | -4.5% | 5,304 | 0.0% | 0.51% | -5.9% |
| Q2 2014 | $759,000 | +3.3% | 5,304 | -0.7% | 0.54% | -3.9% |
| Q1 2014 | $735,000 | +2.5% | 5,344 | -0.2% | 0.56% | +2.8% |
| Q4 2013 | $717,000 | – | 5,355 | – | 0.54% | – |
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% |