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 | $664,767 | -5.0% | 2,666 | -0.4% | 0.03% | -6.2% |
| Q2 2023 | $699,720 | -1.2% | 2,676 | -5.5% | 0.03% | -8.6% |
| Q1 2023 | $708,202 | -1.5% | 2,831 | -4.8% | 0.04% | -7.9% |
| Q4 2022 | $719,138 | +8.0% | 2,973 | -2.1% | 0.04% | -2.6% |
| Q3 2022 | $666,000 | -6.9% | 3,038 | -4.0% | 0.04% | -7.1% |
| Q2 2022 | $715,000 | -27.9% | 3,164 | -14.4% | 0.04% | -19.2% |
| Q1 2022 | $991,000 | -6.5% | 3,696 | -1.3% | 0.05% | -35.0% |
| Q4 2021 | $1,060,000 | +117.7% | 3,745 | +102.0% | 0.08% | +100.0% |
| Q3 2021 | $487,000 | -5.4% | 1,854 | -3.4% | 0.04% | -13.0% |
| Q2 2021 | $515,000 | +15.0% | 1,919 | +11.4% | 0.05% | -8.0% |
| Q1 2021 | $448,000 | +0.9% | 1,722 | -10.8% | 0.05% | -5.7% |
| Q4 2020 | $444,000 | +29.8% | 1,930 | +4.4% | 0.05% | +12.8% |
| Q3 2020 | $342,000 | +1.2% | 1,848 | -2.6% | 0.05% | -2.1% |
| Q2 2020 | $338,000 | +2.7% | 1,898 | -17.0% | 0.05% | -14.3% |
| Q1 2020 | $329,000 | -30.6% | 2,287 | -0.6% | 0.06% | -23.3% |
| Q4 2019 | $474,000 | +2.2% | 2,301 | -4.2% | 0.07% | -5.2% |
| Q3 2019 | $464,000 | -2.5% | 2,401 | -2.0% | 0.08% | -4.9% |
| Q2 2019 | $476,000 | -1.9% | 2,451 | -4.3% | 0.08% | -5.8% |
| Q1 2019 | $485,000 | +16.0% | 2,561 | +1.8% | 0.09% | +1.2% |
| Q4 2018 | $418,000 | -19.5% | 2,516 | -2.3% | 0.08% | -9.6% |
| Q3 2018 | $519,000 | +1.2% | 2,576 | -2.3% | 0.09% | -3.1% |
| Q2 2018 | $513,000 | -1.7% | 2,636 | -5.2% | 0.10% | -4.9% |
| Q1 2018 | $522,000 | +13.5% | 2,781 | +14.9% | 0.10% | +10.9% |
| Q4 2017 | $460,000 | +3.1% | 2,421 | -2.8% | 0.09% | -1.1% |
| Q3 2017 | $446,000 | +0.9% | 2,491 | -2.0% | 0.09% | -28.5% |
| Q2 2017 | $442,000 | +1.6% | 2,543 | 0.0% | 0.13% | -3.7% |
| Q1 2017 | $435,000 | +22.2% | 2,543 | +18.3% | 0.14% | +19.5% |
| Q4 2016 | $356,000 | +6.9% | 2,150 | 0.0% | 0.11% | +3.7% |
| Q3 2016 | $333,000 | +3.7% | 2,150 | 0.0% | 0.11% | -2.7% |
| Q2 2016 | $321,000 | -24.1% | 2,150 | -26.7% | 0.11% | +558.8% |
| Q1 2016 | $423,000 | -6.0% | 2,932 | -9.1% | 0.02% | -88.9% |
| Q4 2015 | $450,000 | -0.2% | 3,226 | -2.2% | 0.15% | -6.7% |
| Q3 2015 | $451,000 | -8.9% | 3,298 | 0.0% | 0.16% | +15.5% |
| Q2 2015 | $495,000 | +63.9% | 3,298 | +65.8% | 0.14% | +56.0% |
| Q1 2015 | $302,000 | +224.7% | 1,989 | +193.8% | 0.09% | +175.8% |
| Q3 2014 | $93,000 | – | 677 | – | 0.03% | – |
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% |