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 | $4,101,972 | +84.2% | 16,376 | +92.3% | 0.14% | +90.8% |
| Q2 2023 | $2,227,262 | +7.9% | 8,518 | +3.2% | 0.08% | +4.1% |
| Q1 2023 | $2,064,146 | +129.0% | 8,251 | +121.4% | 0.07% | +62.2% |
| Q4 2022 | $901,449 | +9.7% | 3,727 | -0.6% | 0.04% | -4.3% |
| Q3 2022 | $822,000 | -2.8% | 3,750 | +0.3% | 0.05% | 0.0% |
| Q2 2022 | $846,000 | -26.2% | 3,740 | -12.5% | 0.05% | -19.0% |
| Q1 2022 | $1,146,000 | -3.0% | 4,272 | +2.3% | 0.06% | 0.0% |
| Q4 2021 | $1,182,000 | -14.9% | 4,175 | -20.9% | 0.06% | -21.6% |
| Q3 2021 | $1,389,000 | -5.8% | 5,279 | -3.8% | 0.07% | -7.5% |
| Q2 2021 | $1,475,000 | +1.4% | 5,488 | -1.8% | 0.08% | -14.0% |
| Q1 2021 | $1,454,000 | +13.3% | 5,588 | +0.1% | 0.09% | +2.2% |
| Q4 2020 | $1,283,000 | +21.0% | 5,584 | -2.4% | 0.09% | +2.2% |
| Q3 2020 | $1,060,000 | -1.7% | 5,720 | -5.6% | 0.09% | -14.4% |
| Q2 2020 | $1,078,000 | +21.4% | 6,060 | -1.8% | 0.10% | -4.6% |
| Q1 2020 | $888,000 | -33.0% | 6,173 | -4.2% | 0.11% | -17.4% |
| Q4 2019 | $1,326,000 | +12.6% | 6,443 | +5.7% | 0.13% | -2.9% |
| Q3 2019 | $1,178,000 | +2.7% | 6,097 | +3.2% | 0.14% | +1.5% |
| Q2 2019 | $1,147,000 | +2.7% | 5,906 | +0.2% | 0.13% | -2.2% |
| Q1 2019 | $1,117,000 | +14.2% | 5,896 | +0.2% | 0.14% | -2.1% |
| Q4 2018 | $978,000 | -21.7% | 5,887 | -4.7% | 0.14% | -14.1% |
| Q3 2018 | $1,249,000 | -35.3% | 6,179 | -37.3% | 0.16% | -36.8% |
| Q2 2018 | $1,929,000 | +0.6% | 9,862 | -3.5% | 0.26% | +12.7% |
| Q1 2018 | $1,917,000 | +1.3% | 10,219 | +2.5% | 0.23% | 0.0% |
| Q4 2017 | $1,892,000 | +4.7% | 9,970 | -1.3% | 0.23% | -3.4% |
| Q3 2017 | $1,807,000 | -4.9% | 10,098 | -7.6% | 0.24% | -11.6% |
| Q2 2017 | $1,900,000 | -14.5% | 10,924 | -15.8% | 0.27% | -17.0% |
| Q1 2017 | $2,221,000 | +81.9% | 12,970 | +75.7% | 0.32% | +66.5% |
| Q4 2016 | $1,221,000 | -17.4% | 7,382 | -22.7% | 0.19% | -24.8% |
| Q3 2016 | $1,478,000 | -2.4% | 9,551 | -5.8% | 0.26% | -11.3% |
| Q2 2016 | $1,514,000 | +7.8% | 10,136 | +4.0% | 0.29% | +2.8% |
| Q1 2016 | $1,405,000 | +4.1% | 9,742 | +0.5% | 0.28% | -11.0% |
| Q4 2015 | $1,350,000 | +1.8% | 9,691 | +0.2% | 0.32% | -8.6% |
| Q3 2015 | $1,326,000 | -8.7% | 9,672 | -0.1% | 0.35% | -4.1% |
| Q2 2015 | $1,452,000 | -3.9% | 9,684 | -2.6% | 0.36% | -5.7% |
| Q1 2015 | $1,511,000 | -1.8% | 9,941 | -6.5% | 0.38% | -6.8% |
| Q4 2014 | $1,539,000 | +12.8% | 10,629 | +6.6% | 0.41% | +3.5% |
| Q3 2014 | $1,364,000 | -4.3% | 9,973 | +0.1% | 0.40% | -1.0% |
| Q2 2014 | $1,425,000 | +3.1% | 9,960 | -0.9% | 0.40% | -0.7% |
| Q1 2014 | $1,382,000 | – | 10,052 | – | 0.41% | – |
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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% |