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 2022 | $1,189,000 | -18.7% | 5,257 | -3.6% | 0.36% | +28.1% |
| Q1 2022 | $1,463,000 | -5.2% | 5,452 | +0.0% | 0.28% | -1.4% |
| Q4 2021 | $1,543,000 | +7.3% | 5,451 | -0.3% | 0.28% | +15.9% |
| Q3 2021 | $1,438,000 | -4.8% | 5,465 | -2.8% | 0.25% | -7.9% |
| Q2 2021 | $1,511,000 | +10.0% | 5,622 | +6.5% | 0.27% | -4.0% |
| Q1 2021 | $1,374,000 | +33.8% | 5,278 | +18.1% | 0.28% | +23.0% |
| Q4 2020 | $1,027,000 | +17.9% | 4,470 | -4.9% | 0.23% | -3.8% |
| Q3 2020 | $871,000 | +4.7% | 4,701 | +0.4% | 0.24% | -12.3% |
| Q2 2020 | $832,000 | +24.2% | 4,682 | +0.5% | 0.27% | +0.8% |
| Q1 2020 | $670,000 | -30.7% | 4,658 | -0.9% | 0.27% | -17.6% |
| Q4 2019 | $967,000 | +10.3% | 4,700 | +3.5% | 0.32% | -1.2% |
| Q3 2019 | $877,000 | -0.2% | 4,539 | +0.3% | 0.33% | -3.8% |
| Q2 2019 | $879,000 | +3.3% | 4,526 | +0.7% | 0.34% | -5.3% |
| Q1 2019 | $851,000 | +14.8% | 4,494 | +0.7% | 0.36% | +1.1% |
| Q4 2018 | $741,000 | +16.5% | 4,463 | +41.3% | 0.36% | +27.7% |
| Q3 2018 | $636,000 | +14.6% | 3,159 | +10.9% | 0.28% | +4.1% |
| Q2 2018 | $555,000 | +2.4% | 2,849 | -1.4% | 0.27% | -7.0% |
| Q1 2018 | $542,000 | -37.6% | 2,888 | -37.0% | 0.29% | -38.8% |
| Q4 2017 | $869,000 | +6.9% | 4,581 | +0.8% | 0.47% | +1.7% |
| Q3 2017 | $813,000 | +2.9% | 4,545 | +0.1% | 0.46% | -2.7% |
| Q2 2017 | $790,000 | +31.7% | 4,539 | +29.5% | 0.47% | -9.4% |
| Q1 2017 | $600,000 | -5.1% | 3,505 | -8.3% | 0.52% | +10.6% |
| Q4 2016 | $632,000 | +7.1% | 3,822 | +0.2% | 0.47% | +1.5% |
| Q3 2016 | $590,000 | +16.6% | 3,814 | +12.7% | 0.47% | +52.8% |
| Q2 2016 | $506,000 | +2.6% | 3,384 | -1.1% | 0.30% | -1.6% |
| Q1 2016 | $493,000 | -7.2% | 3,420 | -10.3% | 0.31% | -32.0% |
| Q4 2015 | $531,000 | -0.6% | 3,811 | -2.5% | 0.46% | -6.9% |
| Q3 2015 | $534,000 | -34.7% | 3,908 | -28.3% | 0.49% | -29.4% |
| Q2 2015 | $818,000 | +64.9% | 5,454 | +64.7% | 0.69% | +81.7% |
| Q1 2015 | $496,000 | +136.2% | 3,311 | +128.8% | 0.38% | +117.0% |
| Q4 2014 | $210,000 | – | 1,447 | – | 0.18% | – |
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% |