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 | $13,875,305 | -4.9% | 55,646 | -0.3% | 1.94% | +0.9% |
| Q2 2023 | $14,586,596 | +11.0% | 55,787 | +6.2% | 1.93% | +8.4% |
| Q1 2023 | $13,140,625 | +9.6% | 52,529 | +5.9% | 1.78% | +6.3% |
| Q4 2022 | $11,993,119 | +30.0% | 49,581 | +17.8% | 1.67% | +18.6% |
| Q3 2022 | $9,225,000 | +6.9% | 42,072 | +10.3% | 1.41% | +14.0% |
| Q2 2022 | $8,630,000 | -15.9% | 38,150 | -0.3% | 1.24% | -2.5% |
| Q1 2022 | $10,267,000 | -4.0% | 38,263 | +1.3% | 1.27% | +2.8% |
| Q4 2021 | $10,690,000 | +8.5% | 37,765 | +0.8% | 1.23% | +2.8% |
| Q3 2021 | $9,851,000 | -13.2% | 37,447 | -11.3% | 1.20% | -10.4% |
| Q2 2021 | $11,349,000 | +0.2% | 42,234 | -2.9% | 1.34% | -5.3% |
| Q1 2021 | $11,324,000 | +3.5% | 43,511 | -8.6% | 1.42% | -4.8% |
| Q4 2020 | $10,938,000 | +23.3% | 47,594 | -0.6% | 1.49% | +10.9% |
| Q3 2020 | $8,872,000 | +2.5% | 47,878 | -1.6% | 1.34% | -7.7% |
| Q2 2020 | $8,653,000 | +63.0% | 48,664 | +31.8% | 1.45% | +26.7% |
| Q1 2020 | $5,310,000 | -27.7% | 36,914 | +3.4% | 1.15% | -11.2% |
| Q4 2019 | $7,345,000 | +3.7% | 35,684 | -2.7% | 1.29% | -3.9% |
| Q3 2019 | $7,084,000 | -0.7% | 36,660 | -0.2% | 1.34% | -2.0% |
| Q2 2019 | $7,134,000 | +2.1% | 36,727 | -0.4% | 1.37% | -2.8% |
| Q1 2019 | $6,984,000 | +8.8% | 36,875 | -4.6% | 1.41% | -1.1% |
| Q4 2018 | $6,419,000 | -17.4% | 38,654 | +0.1% | 1.43% | -6.5% |
| Q3 2018 | $7,769,000 | -41.6% | 38,599 | -43.5% | 1.53% | -38.6% |
| Q2 2018 | $13,314,000 | +3.7% | 68,354 | -0.2% | 2.49% | +3.2% |
| Q1 2018 | $12,843,000 | -1.6% | 68,474 | -0.4% | 2.41% | +72.6% |
| Q4 2017 | $13,050,000 | -0.0% | 68,764 | -5.8% | 1.40% | -3.0% |
| Q3 2017 | $13,053,000 | +2.4% | 72,961 | -0.4% | 1.44% | +4.5% |
| Q2 2017 | $12,743,000 | +1.3% | 73,256 | -0.3% | 1.38% | -48.0% |
| Q1 2017 | $12,582,000 | +3.0% | 73,486 | -0.5% | 2.65% | -1.2% |
| Q4 2016 | $12,215,000 | +31.5% | 73,879 | +23.1% | 2.68% | +26.4% |
| Q3 2016 | $9,286,000 | +1.8% | 60,022 | -1.7% | 2.12% | -1.5% |
| Q2 2016 | $9,122,000 | +2.7% | 61,066 | -0.8% | 2.15% | +0.4% |
| Q1 2016 | $8,880,000 | +5.9% | 61,586 | +2.3% | 2.14% | +5.7% |
| Q4 2015 | $8,384,000 | +0.9% | 60,176 | -1.0% | 2.03% | -5.6% |
| Q3 2015 | $8,307,000 | -10.5% | 60,810 | -1.8% | 2.15% | -2.4% |
| Q2 2015 | $9,285,000 | -1.3% | 61,910 | -0.0% | 2.20% | +0.4% |
| Q1 2015 | $9,411,000 | +6.6% | 61,920 | +1.6% | 2.19% | +9.5% |
| Q4 2014 | $8,826,000 | – | 60,955 | – | 2.00% | – |
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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% |