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 | $12,573,091 | -5.5% | 50,423 | -0.9% | 2.45% | -1.3% |
| Q2 2023 | $13,300,096 | +22.7% | 50,865 | +17.3% | 2.48% | +9.8% |
| Q1 2023 | $10,843,233 | +1.2% | 43,345 | -2.2% | 2.26% | -4.9% |
| Q4 2022 | $10,718,644 | +9.3% | 44,312 | -0.9% | 2.37% | +3.4% |
| Q3 2022 | $9,806,000 | +5.9% | 44,722 | +9.3% | 2.29% | +10.8% |
| Q2 2022 | $9,258,000 | -14.9% | 40,921 | +0.9% | 2.07% | -2.4% |
| Q1 2022 | $10,880,000 | -6.3% | 40,547 | -1.1% | 2.12% | -0.1% |
| Q4 2021 | $11,610,000 | +10.7% | 41,016 | +2.9% | 2.12% | +6.8% |
| Q3 2021 | $10,489,000 | +4.6% | 39,861 | +6.8% | 1.99% | +2.4% |
| Q2 2021 | $10,029,000 | +15.0% | 37,321 | +11.4% | 1.94% | +4.1% |
| Q1 2021 | $8,718,000 | +7.0% | 33,488 | -5.6% | 1.86% | +1.8% |
| Q4 2020 | $8,151,000 | +24.8% | 35,456 | +0.7% | 1.83% | +14.2% |
| Q3 2020 | $6,533,000 | -7.7% | 35,227 | -11.4% | 1.60% | -13.3% |
| Q2 2020 | $7,076,000 | +50.3% | 39,767 | +21.7% | 1.85% | +30.9% |
| Q1 2020 | $4,709,000 | -28.9% | 32,685 | +1.5% | 1.41% | -16.5% |
| Q4 2019 | $6,624,000 | +9.1% | 32,188 | +2.5% | 1.69% | +0.5% |
| Q3 2019 | $6,069,000 | -0.2% | 31,405 | +0.3% | 1.68% | -2.3% |
| Q2 2019 | $6,084,000 | -15.2% | 31,323 | -17.3% | 1.72% | -16.7% |
| Q1 2019 | $7,175,000 | +28.3% | 37,887 | +12.5% | 2.07% | +15.1% |
| Q4 2018 | $5,592,000 | -12.5% | 33,676 | +6.1% | 1.80% | -4.9% |
| Q3 2018 | $6,389,000 | +2.1% | 31,739 | -1.2% | 1.89% | -4.3% |
| Q2 2018 | $6,259,000 | +6.2% | 32,135 | +2.3% | 1.97% | -51.6% |
| Q1 2018 | $5,894,000 | +2.4% | 31,422 | +3.6% | 4.08% | -2.6% |
| Q4 2017 | $5,758,000 | -18.6% | 30,341 | -23.3% | 4.19% | -22.7% |
| Q3 2017 | $7,074,000 | +3.1% | 39,543 | +0.3% | 5.42% | +0.9% |
| Q2 2017 | $6,860,000 | -10.7% | 39,439 | -7.5% | 5.37% | -16.1% |
| Q1 2017 | $7,681,000 | +1.4% | 42,645 | -6.9% | 6.40% | -3.0% |
| Q4 2016 | $7,576,000 | +5.6% | 45,821 | -1.2% | 6.60% | +3.5% |
| Q3 2016 | $7,174,000 | +7.6% | 46,369 | +3.9% | 6.38% | -0.5% |
| Q2 2016 | $6,667,000 | +11.5% | 44,630 | +7.7% | 6.41% | +1.3% |
| Q1 2016 | $5,977,000 | +2.2% | 41,453 | -1.2% | 6.32% | +0.2% |
| Q4 2015 | $5,847,000 | +3.7% | 41,971 | +1.7% | 6.32% | +1.6% |
| Q3 2015 | $5,639,000 | -4.9% | 41,281 | +4.4% | 6.22% | -0.7% |
| Q2 2015 | $5,928,000 | +0.6% | 39,524 | +0.5% | 6.26% | +1.6% |
| Q1 2015 | $5,893,000 | +7.3% | 39,335 | +3.7% | 6.16% | -3.2% |
| Q4 2014 | $5,491,000 | – | 37,924 | – | 6.36% | – |
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% |