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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $285,275 | -83.0% | 1,091 | -83.7% | 0.06% | -83.7% |
| Q1 2023 | $1,673,320 | +16.8% | 6,689 | +13.0% | 0.36% | +4.7% |
| Q4 2022 | $1,432,473 | +487.1% | 5,922 | +431.1% | 0.34% | +415.2% |
| Q3 2022 | $244,000 | +0.8% | 1,115 | +4.2% | 0.07% | +3.1% |
| Q2 2022 | $242,000 | -19.6% | 1,070 | -4.5% | 0.06% | 0.0% |
| Q1 2022 | $301,000 | -5.0% | 1,120 | 0.0% | 0.06% | +6.7% |
| Q4 2021 | $317,000 | +10.8% | 1,120 | +3.1% | 0.06% | +1.7% |
| Q3 2021 | $286,000 | -2.1% | 1,086 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $292,000 | +3.2% | 1,086 | 0.0% | 0.06% | -4.8% |
| Q1 2021 | $283,000 | +13.2% | 1,086 | 0.0% | 0.06% | +3.3% |
| Q4 2020 | $250,000 | +24.4% | 1,086 | 0.0% | 0.06% | +10.9% |
| Q3 2020 | $201,000 | -11.5% | 1,086 | -14.9% | 0.06% | -19.1% |
| Q2 2020 | $227,000 | -92.4% | 1,276 | -93.8% | 0.07% | -93.9% |
| Q1 2020 | $2,970,000 | -80.5% | 20,644 | -72.2% | 1.11% | -72.2% |
| Q4 2019 | $15,257,000 | +6.4% | 74,127 | -0.1% | 3.99% | -4.3% |
| Q3 2019 | $14,336,000 | -24.9% | 74,194 | -24.5% | 4.17% | -25.6% |
| Q2 2019 | $19,079,000 | +2.7% | 98,211 | +0.1% | 5.60% | -1.2% |
| Q1 2019 | $18,579,000 | +17.9% | 98,096 | +3.4% | 5.67% | -1.1% |
| Q4 2018 | $15,755,000 | -20.7% | 94,873 | -3.8% | 5.74% | -9.6% |
| Q3 2018 | $19,857,000 | +41.0% | 98,649 | +36.5% | 6.34% | -0.3% |
| Q2 2018 | $14,080,000 | -18.6% | 72,289 | -21.6% | 6.36% | +3.7% |
| Q1 2018 | $17,292,000 | -0.9% | 92,188 | +0.2% | 6.14% | +0.1% |
| Q4 2017 | $17,453,000 | +12.9% | 91,964 | +6.5% | 6.13% | +1.3% |
| Q3 2017 | $15,454,000 | +35.6% | 86,384 | +31.9% | 6.06% | +20.1% |
| Q2 2017 | $11,393,000 | +18.7% | 65,496 | +16.8% | 5.04% | +6.4% |
| Q1 2017 | $9,601,000 | +14.5% | 56,073 | +10.5% | 4.74% | +5.9% |
| Q4 2016 | $8,387,000 | +26.3% | 50,723 | +18.1% | 4.48% | +26.3% |
| Q3 2016 | $6,642,000 | +15.6% | 42,932 | +11.6% | 3.54% | +10.9% |
| Q2 2016 | $5,747,000 | +3.5% | 38,467 | -0.1% | 3.20% | +19.6% |
| Q1 2016 | $5,554,000 | -0.3% | 38,518 | -3.6% | 2.67% | -17.6% |
| Q4 2015 | $5,569,000 | +15.4% | 39,971 | +13.2% | 3.24% | +2.4% |
| Q3 2015 | $4,824,000 | +18.9% | 35,310 | +30.6% | 3.17% | +33.1% |
| Q2 2015 | $4,056,000 | +1062.2% | 27,043 | +1078.3% | 2.38% | +879.4% |
| Q1 2015 | $349,000 | – | 2,295 | – | 0.24% | – |
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% |