ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $729,099 | -18.9% | 2,924 | -14.9% | 0.09% | -17.1% |
| Q2 2023 | $898,707 | -14.3% | 3,437 | -18.0% | 0.11% | -21.8% |
| Q1 2023 | $1,049,171 | -8.0% | 4,194 | -11.0% | 0.14% | -12.3% |
| Q4 2022 | $1,140,028 | -8.1% | 4,713 | -16.7% | 0.16% | -15.2% |
| Q3 2022 | $1,241,000 | -0.1% | 5,659 | +3.0% | 0.19% | +2.1% |
| Q2 2022 | $1,242,000 | -19.6% | 5,492 | -4.6% | 0.19% | -11.8% |
| Q1 2022 | $1,544,000 | -2.2% | 5,755 | +3.2% | 0.21% | -0.5% |
| Q4 2021 | $1,578,000 | +5.5% | 5,574 | -2.0% | 0.21% | -2.3% |
| Q3 2021 | $1,496,000 | -0.9% | 5,688 | -0.4% | 0.22% | -3.5% |
| Q2 2021 | $1,509,000 | +1.3% | 5,710 | -0.2% | 0.23% | -4.6% |
| Q1 2021 | $1,489,000 | 0.0% | 5,720 | -11.7% | 0.24% | -10.9% |
| Q4 2020 | $1,489,000 | +31.5% | 6,479 | +6.0% | 0.27% | +16.2% |
| Q3 2020 | $1,132,000 | +1.6% | 6,110 | -2.5% | 0.23% | -5.0% |
| Q2 2020 | $1,114,000 | +24.5% | 6,264 | +0.7% | 0.24% | +0.8% |
| Q1 2020 | $895,000 | -42.4% | 6,222 | -17.6% | 0.24% | -29.9% |
| Q4 2019 | $1,554,000 | +14.0% | 7,551 | +7.0% | 0.34% | +4.3% |
| Q3 2019 | $1,363,000 | -9.7% | 7,054 | -9.2% | 0.33% | -10.2% |
| Q2 2019 | $1,510,000 | -0.2% | 7,773 | -2.7% | 0.36% | -2.9% |
| Q1 2019 | $1,513,000 | -18.7% | 7,988 | -28.7% | 0.38% | -26.3% |
| Q4 2018 | $1,862,000 | +2.7% | 11,210 | +24.4% | 0.51% | +9.7% |
| Q3 2018 | $1,813,000 | +1.3% | 9,008 | -1.9% | 0.46% | -5.1% |
| Q2 2018 | $1,789,000 | +2.2% | 9,185 | -1.6% | 0.49% | -5.2% |
| Q1 2018 | $1,751,000 | +147.7% | 9,335 | +150.7% | 0.52% | +142.3% |
| Q4 2017 | $707,000 | +5.2% | 3,724 | -0.9% | 0.21% | -4.1% |
| Q3 2017 | $672,000 | +2.1% | 3,757 | -0.6% | 0.22% | -4.7% |
| Q2 2017 | $658,000 | +1.5% | 3,780 | -0.1% | 0.23% | -6.8% |
| Q1 2017 | $648,000 | +0.2% | 3,784 | -3.3% | 0.25% | -11.0% |
| Q4 2016 | $647,000 | +6.4% | 3,914 | -0.4% | 0.28% | -4.7% |
| Q3 2016 | $608,000 | -3.6% | 3,928 | -7.0% | 0.30% | -13.5% |
| Q2 2016 | $631,000 | +3.6% | 4,225 | 0.0% | 0.34% | -4.7% |
| Q1 2016 | $609,000 | +2.4% | 4,225 | -1.1% | 0.36% | -10.9% |
| Q4 2015 | $595,000 | -1.7% | 4,273 | -3.5% | 0.40% | -11.8% |
| Q3 2015 | $605,000 | -7.9% | 4,428 | +1.1% | 0.46% | -5.2% |
| Q2 2015 | $657,000 | +8.1% | 4,378 | +9.2% | 0.48% | -0.8% |
| Q1 2015 | $608,000 | +10.5% | 4,008 | +6.9% | 0.48% | +5.7% |
| Q4 2014 | $550,000 | – | 3,750 | – | 0.46% | – |
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% |