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 | $5,234,583 | -6.0% | 20,983 | -1.5% | 0.15% | -2.6% |
| Q2 2023 | $5,567,982 | -10.6% | 21,294 | -14.4% | 0.16% | -14.8% |
| Q1 2023 | $6,226,026 | +2.2% | 24,888 | -1.1% | 0.18% | -3.2% |
| Q4 2022 | $6,089,904 | +9.5% | 25,176 | -0.7% | 0.19% | -1.6% |
| Q3 2022 | $5,560,000 | +4.8% | 25,357 | +8.1% | 0.19% | +9.1% |
| Q2 2022 | $5,305,000 | -22.9% | 23,452 | -8.6% | 0.18% | -11.2% |
| Q1 2022 | $6,882,000 | +27.7% | 25,648 | +34.7% | 0.20% | +29.6% |
| Q4 2021 | $5,390,000 | -51.5% | 19,042 | -54.9% | 0.15% | -61.6% |
| Q3 2021 | $11,104,000 | +7.8% | 42,210 | +10.1% | 0.40% | +5.9% |
| Q2 2021 | $10,301,000 | +113.7% | 38,332 | +107.0% | 0.37% | +97.9% |
| Q1 2021 | $4,820,000 | +25.7% | 18,517 | +11.0% | 0.19% | +20.4% |
| Q4 2020 | $3,835,000 | +69.8% | 16,688 | +36.9% | 0.16% | +53.9% |
| Q3 2020 | $2,259,000 | +2.4% | 12,191 | -1.7% | 0.10% | -8.1% |
| Q2 2020 | $2,206,000 | +18.3% | 12,405 | -4.3% | 0.11% | -2.6% |
| Q1 2020 | $1,865,000 | -45.9% | 12,960 | -22.6% | 0.11% | -35.2% |
| Q4 2019 | $3,448,000 | +11.9% | 16,753 | +5.0% | 0.18% | +1.1% |
| Q3 2019 | $3,082,000 | +0.9% | 15,952 | +1.2% | 0.17% | 0.0% |
| Q2 2019 | $3,055,000 | +9.3% | 15,766 | +6.8% | 0.17% | +4.2% |
| Q1 2019 | $2,796,000 | +15.1% | 14,760 | +0.9% | 0.17% | +3.7% |
| Q4 2018 | $2,429,000 | -22.8% | 14,624 | -6.4% | 0.16% | -12.0% |
| Q3 2018 | $3,146,000 | +5.6% | 15,630 | +2.2% | 0.18% | -3.7% |
| Q2 2018 | $2,978,000 | +2.4% | 15,292 | -1.4% | 0.19% | +2.7% |
| Q1 2018 | $2,909,000 | -7.6% | 15,505 | -6.5% | 0.18% | -3.6% |
| Q4 2017 | $3,148,000 | +20.8% | 16,590 | +13.9% | 0.19% | +14.3% |
| Q3 2017 | $2,605,000 | -4.3% | 14,564 | -6.9% | 0.17% | -6.7% |
| Q2 2017 | $2,722,000 | +12.5% | 15,650 | +10.7% | 0.18% | +11.8% |
| Q1 2017 | $2,420,000 | +26.2% | 14,136 | +22.0% | 0.16% | +22.0% |
| Q4 2016 | $1,917,000 | +3.5% | 11,591 | -3.2% | 0.13% | -2.2% |
| Q3 2016 | $1,853,000 | +7.2% | 11,978 | +3.5% | 0.14% | +4.7% |
| Q2 2016 | $1,729,000 | +139.1% | 11,573 | +130.6% | 0.13% | +126.3% |
| Q1 2016 | $723,000 | +16.8% | 5,018 | +13.0% | 0.06% | +11.8% |
| Q4 2015 | $619,000 | -13.2% | 4,439 | -15.0% | 0.05% | -17.7% |
| Q3 2015 | $713,000 | +1.6% | 5,224 | +11.6% | 0.06% | +12.7% |
| Q2 2015 | $702,000 | +2.0% | 4,683 | +3.4% | 0.06% | 0.0% |
| Q1 2015 | $688,000 | -6.3% | 4,528 | -10.7% | 0.06% | -8.3% |
| Q4 2014 | $734,000 | -27.4% | 5,069 | -31.4% | 0.06% | -25.0% |
| Q3 2014 | $1,011,000 | -33.4% | 7,391 | -30.4% | 0.08% | -33.3% |
| Q2 2014 | $1,519,000 | +5.1% | 10,616 | +1.0% | 0.12% | +0.8% |
| Q1 2014 | $1,445,000 | +9.8% | 10,512 | +6.9% | 0.12% | +8.2% |
| Q4 2013 | $1,316,000 | +7.5% | 9,835 | -0.3% | 0.11% | -0.9% |
| Q3 2013 | $1,224,000 | +11.8% | 9,865 | +4.0% | 0.11% | +6.7% |
| Q2 2013 | $1,095,000 | – | 9,482 | – | 0.10% | – |
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% |