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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $19,338,369 | +3.6% | 77,304 | +0.1% | 4.49% | -4.0% |
| Q4 2022 | $18,675,000 | +11.8% | 77,204 | +1.3% | 4.67% | -4.6% |
| Q3 2022 | $16,711,000 | -3.3% | 76,215 | -0.2% | 4.90% | +3.7% |
| Q2 2022 | $17,279,000 | -16.2% | 76,377 | -0.6% | 4.72% | +5.8% |
| Q1 2022 | $20,620,000 | -5.5% | 76,842 | -0.3% | 4.46% | +4.4% |
| Q4 2021 | $21,819,000 | +5.0% | 77,076 | -2.5% | 4.27% | -1.7% |
| Q3 2021 | $20,787,000 | -2.6% | 79,016 | -0.5% | 4.35% | +1.0% |
| Q2 2021 | $21,349,000 | +2.0% | 79,445 | -1.2% | 4.31% | +6.8% |
| Q1 2021 | $20,930,000 | +12.0% | 80,414 | -1.1% | 4.03% | +6.2% |
| Q4 2020 | $18,680,000 | +24.4% | 81,276 | +0.3% | 3.80% | +15.1% |
| Q3 2020 | $15,017,000 | +5.0% | 81,035 | +0.8% | 3.30% | -1.3% |
| Q2 2020 | $14,300,000 | +33.3% | 80,418 | +7.9% | 3.34% | +16.6% |
| Q1 2020 | $10,724,000 | +1839.2% | 74,548 | +2675.4% | 2.87% | +1466.1% |
| Q4 2019 | $553,000 | +8.2% | 2,686 | +1.7% | 0.18% | -1.1% |
| Q3 2019 | $511,000 | -0.4% | 2,642 | 0.0% | 0.18% | -3.1% |
| Q2 2019 | $513,000 | +2.6% | 2,642 | 0.0% | 0.19% | -5.0% |
| Q1 2019 | $500,000 | +5.9% | 2,642 | -7.0% | 0.20% | -8.6% |
| Q4 2018 | $472,000 | -17.5% | 2,842 | 0.0% | 0.22% | -10.2% |
| Q3 2018 | $572,000 | -7.4% | 2,842 | -10.5% | 0.24% | -13.7% |
| Q2 2018 | $618,000 | +3.9% | 3,174 | 0.0% | 0.28% | +11.4% |
| Q1 2018 | $595,000 | +1.7% | 3,174 | +3.1% | 0.26% | -0.8% |
| Q4 2017 | $585,000 | -20.3% | 3,080 | -24.9% | 0.26% | -18.7% |
| Q3 2017 | $734,000 | -18.5% | 4,102 | -20.8% | 0.32% | -14.8% |
| Q2 2017 | $901,000 | +3.0% | 5,180 | +1.4% | 0.37% | +4.5% |
| Q1 2017 | $875,000 | -7.6% | 5,111 | -10.8% | 0.36% | -7.1% |
| Q4 2016 | $947,000 | -19.5% | 5,727 | -24.6% | 0.38% | -14.5% |
| Q3 2016 | $1,176,000 | -11.4% | 7,600 | -14.5% | 0.45% | -13.2% |
| Q2 2016 | $1,327,000 | -26.4% | 8,886 | -28.9% | 0.52% | -24.4% |
| Q1 2016 | $1,802,000 | +15.5% | 12,498 | +11.6% | 0.68% | +11.6% |
| Q4 2015 | $1,560,000 | – | 11,199 | – | 0.61% | – |
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% |