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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $17,520 | -99.9% | 72,431 | -0.7% | 0.45% | -0.4% |
| Q3 2022 | $15,988,000 | +20.7% | 72,920 | +24.6% | 0.45% | +28.4% |
| Q2 2022 | $13,244,000 | -15.3% | 58,543 | +0.5% | 0.35% | -1.1% |
| Q1 2022 | $15,628,000 | -6.5% | 58,241 | -1.3% | 0.36% | -1.4% |
| Q4 2021 | $16,710,000 | +8.5% | 59,031 | +0.8% | 0.36% | 0.0% |
| Q3 2021 | $15,403,000 | -2.5% | 58,550 | -0.4% | 0.36% | -3.7% |
| Q2 2021 | $15,801,000 | +3.1% | 58,800 | -0.1% | 0.38% | -4.6% |
| Q1 2021 | $15,323,000 | +16.6% | 58,872 | +3.0% | 0.39% | +9.2% |
| Q4 2020 | $13,136,000 | +27.8% | 57,156 | +3.1% | 0.36% | +13.9% |
| Q3 2020 | $10,275,000 | -11.9% | 55,450 | -15.4% | 0.32% | -19.2% |
| Q2 2020 | $11,660,000 | +15.4% | 65,574 | -6.7% | 0.39% | -1.3% |
| Q1 2020 | $10,108,000 | +3.9% | 70,261 | +48.6% | 0.40% | +28.2% |
| Q4 2019 | $9,728,000 | +7.3% | 47,267 | +0.7% | 0.31% | +1.0% |
| Q3 2019 | $9,067,000 | +0.1% | 46,924 | +0.7% | 0.31% | -1.3% |
| Q2 2019 | $9,056,000 | +0.5% | 46,619 | -2.0% | 0.31% | -2.8% |
| Q1 2019 | $9,009,000 | +16.2% | 47,566 | +1.9% | 0.32% | +3.9% |
| Q4 2018 | $7,753,000 | -17.8% | 46,690 | -0.4% | 0.31% | -5.2% |
| Q3 2018 | $9,434,000 | +3.5% | 46,865 | +0.1% | 0.32% | -4.1% |
| Q2 2018 | $9,119,000 | +8.0% | 46,814 | +4.0% | 0.34% | +7.0% |
| Q1 2018 | $8,440,000 | +18.0% | 44,996 | +19.3% | 0.32% | +23.4% |
| Q4 2017 | $7,155,000 | +42.7% | 37,701 | +34.5% | 0.26% | +37.6% |
| Q3 2017 | $5,014,000 | +2.9% | 28,027 | +0.0% | 0.19% | +0.5% |
| Q2 2017 | $4,874,000 | +1.4% | 28,017 | -0.2% | 0.18% | -1.6% |
| Q1 2017 | $4,805,000 | +2.4% | 28,063 | -1.2% | 0.19% | -2.1% |
| Q4 2016 | $4,694,000 | +6.7% | 28,392 | -0.1% | 0.19% | +4.9% |
| Q3 2016 | $4,399,000 | +0.2% | 28,431 | -3.3% | 0.18% | -0.5% |
| Q2 2016 | $4,391,000 | +4.6% | 29,391 | +0.9% | 0.18% | +2.8% |
| Q1 2016 | $4,199,000 | +2.0% | 29,118 | -1.5% | 0.18% | 0.0% |
| Q4 2015 | $4,117,000 | +4.8% | 29,548 | +2.8% | 0.18% | 0.0% |
| Q3 2015 | $3,927,000 | -7.6% | 28,747 | +1.4% | 0.18% | 0.0% |
| Q2 2015 | $4,251,000 | +0.2% | 28,345 | +1.5% | 0.18% | -2.2% |
| Q1 2015 | $4,244,000 | +5.5% | 27,923 | +0.5% | 0.18% | +5.8% |
| Q4 2014 | $4,022,000 | +5.2% | 27,775 | -0.7% | 0.17% | +2.4% |
| Q3 2014 | $3,823,000 | -5.5% | 27,961 | -1.2% | 0.17% | -5.6% |
| Q2 2014 | $4,047,000 | +2.0% | 28,288 | -2.0% | 0.18% | -3.2% |
| Q1 2014 | $3,968,000 | +3.5% | 28,876 | +0.8% | 0.18% | +2.8% |
| Q4 2013 | $3,835,000 | +15.2% | 28,659 | +6.9% | 0.18% | +5.3% |
| Q3 2013 | $3,328,000 | +6.8% | 26,812 | -0.6% | 0.17% | +1.2% |
| Q2 2013 | $3,116,000 | – | 26,980 | – | 0.17% | – |
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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% |