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 | $736,153 | -8.5% | 2,952 | -4.1% | 0.16% | -5.5% |
| Q2 2023 | $804,649 | -2.7% | 3,077 | -6.9% | 0.16% | -7.3% |
| Q1 2023 | $826,733 | +2.2% | 3,305 | -1.1% | 0.18% | -3.8% |
| Q4 2022 | $808,553 | +9.6% | 3,343 | -0.6% | 0.18% | -8.9% |
| Q3 2022 | $738,000 | -2.9% | 3,364 | +0.1% | 0.20% | -1.0% |
| Q2 2022 | $760,000 | -0.9% | 3,361 | +17.6% | 0.20% | -41.5% |
| Q1 2022 | $767,000 | -18.3% | 2,857 | -13.9% | 0.35% | +32.2% |
| Q4 2021 | $939,000 | +4.7% | 3,319 | -2.6% | 0.26% | -12.6% |
| Q3 2021 | $897,000 | -2.0% | 3,408 | +0.1% | 0.30% | -9.0% |
| Q2 2021 | $915,000 | +0.1% | 3,406 | -3.0% | 0.33% | -15.9% |
| Q1 2021 | $914,000 | +10.1% | 3,510 | -2.8% | 0.40% | +5.6% |
| Q4 2020 | $830,000 | +11.6% | 3,610 | -10.1% | 0.37% | -2.9% |
| Q3 2020 | $744,000 | +2.6% | 4,017 | -1.4% | 0.38% | -3.5% |
| Q2 2020 | $725,000 | +21.0% | 4,075 | -2.1% | 0.40% | +2.0% |
| Q1 2020 | $599,000 | -35.5% | 4,161 | -7.8% | 0.39% | -18.4% |
| Q4 2019 | $929,000 | +2.9% | 4,512 | -3.4% | 0.48% | -2.0% |
| Q3 2019 | $903,000 | -1.5% | 4,672 | -1.0% | 0.49% | -2.0% |
| Q2 2019 | $917,000 | +1.6% | 4,720 | -1.0% | 0.50% | -0.6% |
| Q1 2019 | $903,000 | +14.4% | 4,770 | +0.4% | 0.50% | +1.6% |
| Q4 2018 | $789,000 | -20.3% | 4,750 | -3.4% | 0.49% | -10.3% |
| Q3 2018 | $990,000 | +1.4% | 4,919 | -1.9% | 0.55% | -2.8% |
| Q2 2018 | $976,000 | +2.3% | 5,013 | -1.5% | 0.57% | +0.2% |
| Q1 2018 | $954,000 | -3.0% | 5,087 | -1.8% | 0.57% | -0.7% |
| Q4 2017 | $983,000 | +5.1% | 5,181 | -0.8% | 0.57% | +0.2% |
| Q3 2017 | $935,000 | +2.2% | 5,224 | -0.7% | 0.57% | -8.7% |
| Q2 2017 | $915,000 | 0.0% | 5,260 | -1.6% | 0.62% | -3.4% |
| Q1 2017 | $915,000 | -3.8% | 5,346 | -7.1% | 0.64% | -8.6% |
| Q4 2016 | $951,000 | +2.9% | 5,754 | -3.7% | 0.71% | +0.6% |
| Q3 2016 | $924,000 | -4.2% | 5,973 | -7.5% | 0.70% | -10.9% |
| Q2 2016 | $965,000 | -49.9% | 6,458 | -51.7% | 0.79% | -1.3% |
| Q1 2016 | $1,928,000 | +90.3% | 13,366 | +83.8% | 0.80% | -8.3% |
| Q4 2015 | $1,013,000 | – | 7,272 | – | 0.87% | – |
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% |