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 | $3,394,581 | -5.2% | 13,614 | -0.6% | 0.39% | +1.6% |
| Q2 2023 | $3,580,432 | -13.7% | 13,693 | -17.4% | 0.38% | -5.2% |
| Q1 2023 | $4,147,419 | +2.2% | 16,579 | -1.2% | 0.40% | +3.1% |
| Q4 2022 | $4,058,064 | +12.5% | 16,776 | +2.0% | 0.39% | -8.8% |
| Q3 2022 | $3,606,000 | -3.9% | 16,445 | -0.9% | 0.43% | +15.5% |
| Q2 2022 | $3,754,000 | -99.9% | 16,595 | +0.2% | 0.37% | +2.2% |
| Q1 2022 | $4,442,065,000 | -5.2% | 16,554 | -0.0% | 0.36% | -3.4% |
| Q4 2021 | $4,687,021,000 | +7.5% | 16,557 | -0.1% | 0.38% | -0.3% |
| Q3 2021 | $4,360,758,000 | +120864.2% | 16,576 | +23.6% | 0.38% | -16.3% |
| Q2 2021 | $3,605,000 | -17.6% | 13,414 | -20.2% | 0.45% | -2.2% |
| Q1 2021 | $4,374,000 | +5.6% | 16,805 | -6.8% | 0.46% | -11.8% |
| Q4 2020 | $4,143,000 | +10.2% | 18,024 | -4.0% | 0.52% | +4.0% |
| Q3 2020 | $3,759,000 | +16.1% | 18,774 | +3.1% | 0.50% | -3.8% |
| Q2 2020 | $3,238,000 | +34.5% | 18,211 | +8.9% | 0.52% | +3.8% |
| Q1 2020 | $2,407,000 | -32.9% | 16,729 | -4.2% | 0.51% | -18.1% |
| Q4 2019 | $3,589,000 | +36.4% | 17,455 | +28.1% | 0.62% | -66.2% |
| Q3 2019 | $2,632,000 | +12.6% | 13,622 | +13.2% | 1.83% | +92.1% |
| Q2 2019 | $2,337,000 | -14.0% | 12,030 | -16.2% | 0.95% | +30.6% |
| Q1 2019 | $2,719,000 | +15.9% | 14,354 | +1.6% | 0.73% | +26.4% |
| Q4 2018 | $2,345,000 | -39.2% | 14,122 | -26.3% | 0.58% | +4.9% |
| Q3 2018 | $3,857,000 | +90.5% | 19,162 | +84.3% | 0.55% | -11.2% |
| Q2 2018 | $2,025,000 | +1.6% | 10,397 | -2.2% | 0.62% | -0.3% |
| Q1 2018 | $1,994,000 | -4.4% | 10,628 | -3.3% | 0.62% | +18.8% |
| Q4 2017 | $2,085,000 | +35.6% | 10,988 | +27.8% | 0.52% | +3.4% |
| Q3 2017 | $1,538,000 | 0.0% | 8,598 | -2.8% | 0.50% | -10.0% |
| Q2 2017 | $1,538,000 | -2.5% | 8,844 | -4.0% | 0.56% | -9.2% |
| Q1 2017 | $1,577,000 | +6.6% | 9,212 | +2.9% | 0.62% | -15.8% |
| Q4 2016 | $1,480,000 | +15.6% | 8,952 | +8.2% | 0.73% | +15.4% |
| Q3 2016 | $1,280,000 | +5.7% | 8,276 | +2.1% | 0.64% | -3.8% |
| Q2 2016 | $1,211,000 | – | 8,107 | – | 0.66% | – |
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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% |