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 | $45,632 | -12.3% | 182,942 | -8.1% | 0.11% | -9.2% |
| Q2 2023 | $52,010 | +121.6% | 198,996 | +111.5% | 0.12% | +108.8% |
| Q1 2023 | $23,471 | -0.2% | 94,078 | -3.2% | 0.06% | -6.6% |
| Q4 2022 | $23,514 | -99.9% | 97,142 | -5.9% | 0.06% | -1.6% |
| Q3 2022 | $22,660,000 | -11.4% | 103,217 | -8.5% | 0.06% | -8.8% |
| Q2 2022 | $25,576,000 | -16.5% | 112,762 | -1.7% | 0.07% | +13.3% |
| Q1 2022 | $30,639,000 | -57.0% | 114,668 | -56.8% | 0.06% | -56.2% |
| Q4 2021 | $71,272,000 | +152.8% | 265,217 | +147.6% | 0.14% | +140.4% |
| Q3 2021 | $28,188,000 | -60.5% | 107,119 | -59.6% | 0.06% | -60.7% |
| Q2 2021 | $71,312,000 | +6.6% | 265,365 | +3.2% | 0.14% | -1.4% |
| Q1 2021 | $66,899,000 | +24.5% | 257,026 | +9.9% | 0.15% | +18.5% |
| Q4 2020 | $53,745,000 | +63.0% | 233,849 | +31.4% | 0.12% | +40.9% |
| Q3 2020 | $32,969,000 | +60.5% | 177,914 | +24.5% | 0.09% | +44.3% |
| Q2 2020 | $20,543,000 | 0.0% | 142,889 | 0.0% | 0.06% | -17.6% |
| Q1 2020 | $20,543,000 | -21.6% | 142,889 | +12.3% | 0.07% | -1.3% |
| Q4 2019 | $26,188,000 | +44.7% | 127,242 | +35.9% | 0.08% | +33.9% |
| Q3 2019 | $18,096,000 | -16.1% | 93,651 | -15.7% | 0.06% | -15.2% |
| Q2 2019 | $21,574,000 | +8.3% | 111,063 | +5.6% | 0.07% | +4.8% |
| Q1 2019 | $19,916,000 | +91.4% | 105,147 | +103.4% | 0.06% | +65.8% |
| Q4 2018 | $10,407,000 | -10.6% | 51,702 | -10.6% | 0.04% | +2.7% |
| Q3 2018 | $11,645,000 | +30.1% | 57,852 | +25.9% | 0.04% | +27.6% |
| Q2 2018 | $8,950,000 | +6.4% | 45,948 | +2.5% | 0.03% | +3.6% |
| Q1 2018 | $8,410,000 | +10.4% | 44,836 | +11.7% | 0.03% | +7.7% |
| Q4 2017 | $7,615,000 | +16.9% | 40,129 | +10.2% | 0.03% | +13.0% |
| Q3 2017 | $6,513,000 | +386.8% | 36,404 | +373.8% | 0.02% | +283.3% |
| Q2 2017 | $1,338,000 | +32.9% | 7,683 | +27.7% | 0.01% | +50.0% |
| Q1 2017 | $1,007,000 | 0.0% | 6,016 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,007,000 | -11.0% | 6,016 | -18.6% | 0.00% | -20.0% |
| Q3 2016 | $1,131,000 | -17.7% | 7,394 | -18.5% | 0.01% | -28.6% |
| Q2 2016 | $1,375,000 | -11.4% | 9,069 | -16.8% | 0.01% | -12.5% |
| Q1 2016 | $1,552,000 | -26.3% | 10,898 | -27.9% | 0.01% | -20.0% |
| Q4 2015 | $2,105,000 | -28.6% | 15,108 | -26.3% | 0.01% | -33.3% |
| Q3 2015 | $2,947,000 | -8.6% | 20,507 | -5.7% | 0.02% | -16.7% |
| Q2 2015 | $3,225,000 | -6.1% | 21,743 | -3.3% | 0.02% | -5.3% |
| Q1 2015 | $3,435,000 | -11.4% | 22,478 | -16.0% | 0.02% | -9.5% |
| Q4 2014 | $3,875,000 | +12.1% | 26,745 | +5.2% | 0.02% | +5.0% |
| Q3 2014 | $3,458,000 | -4.3% | 25,426 | +0.7% | 0.02% | 0.0% |
| Q2 2014 | $3,612,000 | +51.6% | 25,245 | +45.6% | 0.02% | +33.3% |
| Q1 2014 | $2,383,000 | +39.1% | 17,338 | +35.4% | 0.02% | +50.0% |
| Q4 2013 | $1,713,000 | +49.6% | 12,807 | +38.9% | 0.01% | +42.9% |
| Q3 2013 | $1,145,000 | -3.4% | 9,221 | -10.1% | 0.01% | -12.5% |
| Q2 2013 | $1,185,000 | – | 10,261 | – | 0.01% | – |
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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% |