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 | $6,040,098 | -2.9% | 24,222 | +1.9% | 0.07% | +1.5% |
| Q2 2023 | $6,217,572 | +0.8% | 23,778 | -3.5% | 0.07% | -1.4% |
| Q1 2023 | $6,166,827 | +7.9% | 24,652 | +4.3% | 0.07% | +6.2% |
| Q4 2022 | $5,717,003 | +28.4% | 23,635 | +16.4% | 0.06% | +20.4% |
| Q3 2022 | $4,451,000 | -1.6% | 20,301 | +1.5% | 0.05% | +1.9% |
| Q2 2022 | $4,522,000 | -5.0% | 20,001 | +12.7% | 0.05% | +3.9% |
| Q1 2022 | $4,762,000 | -4.8% | 17,752 | +0.5% | 0.05% | +2.0% |
| Q4 2021 | $5,000,000 | +13.4% | 17,655 | +5.4% | 0.05% | +6.4% |
| Q3 2021 | $4,408,000 | +21.0% | 16,749 | +23.4% | 0.05% | +30.6% |
| Q2 2021 | $3,644,000 | +70.8% | 13,575 | +65.7% | 0.04% | +50.0% |
| Q1 2021 | $2,134,000 | +8.4% | 8,193 | -4.4% | 0.02% | +4.3% |
| Q4 2020 | $1,968,000 | -13.6% | 8,570 | -30.3% | 0.02% | -23.3% |
| Q3 2020 | $2,279,000 | +18.8% | 12,302 | +14.0% | 0.03% | +7.1% |
| Q2 2020 | $1,918,000 | -2.1% | 10,788 | -20.9% | 0.03% | +3.7% |
| Q1 2020 | $1,960,000 | +7.6% | 13,634 | +53.8% | 0.03% | +8.0% |
| Q4 2019 | $1,821,000 | +6.9% | 8,865 | +0.5% | 0.02% | -3.8% |
| Q3 2019 | $1,703,000 | +1.4% | 8,825 | +2.0% | 0.03% | +4.0% |
| Q2 2019 | $1,680,000 | +23.2% | 8,649 | +20.1% | 0.02% | +13.6% |
| Q1 2019 | $1,364,000 | +16.9% | 7,204 | +2.8% | 0.02% | +4.8% |
| Q4 2018 | $1,167,000 | -20.6% | 7,009 | -4.0% | 0.02% | -8.7% |
| Q3 2018 | $1,469,000 | +2.9% | 7,304 | -0.3% | 0.02% | -4.2% |
| Q2 2018 | $1,428,000 | +7.3% | 7,325 | +3.3% | 0.02% | +4.3% |
| Q1 2018 | $1,331,000 | -1.5% | 7,093 | -0.5% | 0.02% | -4.2% |
| Q4 2017 | $1,351,000 | +6.0% | 7,126 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $1,275,000 | -0.3% | 7,126 | -3.2% | 0.02% | -7.7% |
| Q2 2017 | $1,279,000 | +923.2% | 7,361 | +916.7% | 0.03% | +766.7% |
| Q1 2017 | $125,000 | -40.2% | 724 | -42.6% | 0.00% | -40.0% |
| Q4 2016 | $209,000 | +40.3% | 1,261 | +30.7% | 0.01% | +25.0% |
| Q3 2016 | $149,000 | -14.4% | 965 | -17.5% | 0.00% | 0.0% |
| Q2 2016 | $174,000 | +95.5% | 1,169 | +88.9% | 0.00% | +100.0% |
| Q1 2016 | $89,000 | -45.4% | 619 | -47.2% | 0.00% | -50.0% |
| Q4 2015 | $163,000 | +715.0% | 1,172 | +681.3% | 0.00% | +300.0% |
| Q3 2015 | $20,000 | -9.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $22,000 | -68.6% | 150 | -67.3% | 0.00% | -50.0% |
| Q1 2015 | $70,000 | -9.1% | 459 | -13.6% | 0.00% | 0.0% |
| Q4 2014 | $77,000 | +16.7% | 531 | +10.6% | 0.00% | 0.0% |
| Q3 2014 | $66,000 | -2.9% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $68,000 | -1.4% | 480 | -5.0% | 0.00% | 0.0% |
| Q1 2014 | $69,000 | -36.1% | 505 | -37.7% | 0.00% | -33.3% |
| Q4 2013 | $108,000 | +285.7% | 810 | +260.0% | 0.00% | +200.0% |
| Q3 2013 | $28,000 | +64.7% | 225 | +50.0% | 0.00% | 0.0% |
| Q2 2013 | $17,000 | – | 150 | – | 0.00% | – |
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% |