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 | $171,134,851 | -3.9% | 686,326 | +0.7% | 1.72% | +3.9% |
| Q2 2023 | $178,125,980 | +9.5% | 681,225 | +4.8% | 1.65% | +2.2% |
| Q1 2023 | $162,634,966 | +9.4% | 650,125 | +5.8% | 1.62% | +4.4% |
| Q4 2022 | $148,633,586 | +19.1% | 614,467 | +7.9% | 1.55% | +8.8% |
| Q3 2022 | $124,835,000 | -1.7% | 569,347 | +1.4% | 1.42% | +4.1% |
| Q2 2022 | $127,025,000 | -11.3% | 561,489 | +5.2% | 1.37% | +3.1% |
| Q1 2022 | $143,263,000 | -0.7% | 533,887 | +4.8% | 1.33% | +1.1% |
| Q4 2021 | $144,270,000 | +8.5% | 509,644 | +0.9% | 1.31% | -1.2% |
| Q3 2021 | $132,926,000 | -1.3% | 505,283 | +0.8% | 1.33% | -1.5% |
| Q2 2021 | $134,726,000 | +6.6% | 501,343 | +3.3% | 1.35% | -11.3% |
| Q1 2021 | $126,328,000 | +11.9% | 485,359 | -1.2% | 1.52% | +2.8% |
| Q4 2020 | $112,908,000 | +19.5% | 491,266 | -3.7% | 1.48% | +7.0% |
| Q3 2020 | $94,485,000 | -5.0% | 509,880 | -8.9% | 1.38% | -12.1% |
| Q2 2020 | $99,482,000 | -5.7% | 559,454 | -23.7% | 1.57% | -20.5% |
| Q1 2020 | $105,465,000 | -46.1% | 733,113 | -22.9% | 1.98% | -33.0% |
| Q4 2019 | $195,798,000 | -7.2% | 951,306 | -12.8% | 2.95% | -13.3% |
| Q3 2019 | $210,877,000 | -6.9% | 1,091,329 | -6.4% | 3.40% | -6.8% |
| Q2 2019 | $226,606,000 | +9.7% | 1,166,510 | +7.0% | 3.65% | +6.9% |
| Q1 2019 | $206,522,000 | +26.0% | 1,090,401 | +10.4% | 3.41% | +16.6% |
| Q4 2018 | $163,946,000 | +9.7% | 987,273 | +33.0% | 2.93% | +25.2% |
| Q3 2018 | $149,415,000 | +14.1% | 742,284 | +10.4% | 2.34% | +7.4% |
| Q2 2018 | $130,966,000 | +3.8% | 672,380 | -0.0% | 2.18% | +3.6% |
| Q1 2018 | $126,155,000 | -4.4% | 672,571 | -3.3% | 2.10% | -0.5% |
| Q4 2017 | $132,028,000 | +15.0% | 695,693 | +8.4% | 2.11% | +9.0% |
| Q3 2017 | $114,774,000 | +13.3% | 641,552 | +10.1% | 1.94% | +8.8% |
| Q2 2017 | $101,329,000 | +11.1% | 582,514 | +9.3% | 1.78% | +9.6% |
| Q1 2017 | $91,224,000 | +25.0% | 532,781 | +20.7% | 1.62% | +22.3% |
| Q4 2016 | $73,006,000 | +17.7% | 441,551 | +10.1% | 1.33% | +15.3% |
| Q3 2016 | $62,036,000 | +8.3% | 400,983 | +4.6% | 1.15% | -19.6% |
| Q2 2016 | $57,272,000 | +29.1% | 383,371 | +31.4% | 1.43% | +32.1% |
| Q1 2016 | $44,357,000 | -14.8% | 291,863 | -21.9% | 1.08% | -17.9% |
| Q4 2015 | $52,087,000 | +9.1% | 373,868 | +7.0% | 1.32% | +5.4% |
| Q3 2015 | $47,740,000 | -6.7% | 349,462 | +2.4% | 1.25% | +1.1% |
| Q2 2015 | $51,164,000 | +18.6% | 341,133 | +20.2% | 1.24% | +17.5% |
| Q1 2015 | $43,124,000 | +8.8% | 283,748 | +3.6% | 1.05% | +11.3% |
| Q4 2014 | $39,640,000 | +10.3% | 273,759 | +4.2% | 0.95% | +28.5% |
| Q3 2014 | $35,938,000 | +1.9% | 262,817 | +6.7% | 0.74% | +5.9% |
| Q2 2014 | $35,257,000 | +23.9% | 246,416 | +19.0% | 0.70% | +27.1% |
| Q1 2014 | $28,460,000 | +23.3% | 207,023 | +20.0% | 0.55% | -10.3% |
| Q4 2013 | $23,082,000 | +31.3% | 172,501 | +21.8% | 0.61% | +16.4% |
| Q3 2013 | $17,579,000 | +34.9% | 141,611 | +25.5% | 0.52% | +29.1% |
| Q2 2013 | $13,030,000 | +17.5% | 112,813 | +17.1% | 0.41% | +15.0% |
| Q1 2013 | $11,085,000 | +36.8% | 96,336 | +20.9% | 0.35% | +23.4% |
| Q4 2012 | $8,103,000 | +13.4% | 79,668 | +10.0% | 0.29% | +14.9% |
| Q3 2012 | $7,146,000 | +8.6% | 72,419 | +3.6% | 0.25% | +3.3% |
| Q2 2012 | $6,582,000 | -7.4% | 69,898 | -2.5% | 0.24% | -4.7% |
| Q1 2012 | $7,110,000 | +22.6% | 71,662 | +8.3% | 0.25% | +9.5% |
| Q4 2011 | $5,797,000 | +47.3% | 66,166 | +31.1% | 0.23% | +32.8% |
| Q3 2011 | $3,935,000 | -25.4% | 50,456 | -6.5% | 0.17% | -13.4% |
| Q2 2011 | $5,275,000 | +4.4% | 53,986 | +5.4% | 0.20% | +5.8% |
| Q1 2011 | $5,054,000 | +12.3% | 51,204 | +3.2% | 0.19% | +8.0% |
| Q4 2010 | $4,500,000 | +18.9% | 49,627 | +5.0% | 0.18% | +10.0% |
| Q3 2010 | $3,784,000 | +18.1% | 47,255 | +4.9% | 0.16% | +6.7% |
| Q2 2010 | $3,204,000 | -2.5% | 45,054 | +7.9% | 0.15% | +11.1% |
| Q1 2010 | $3,287,000 | +22.8% | 41,762 | +13.0% | 0.14% | +18.4% |
| Q4 2009 | $2,677,000 | +10.3% | 36,970 | +5.0% | 0.11% | +4.6% |
| Q3 2009 | $2,427,000 | +23.1% | 35,207 | +3.2% | 0.11% | +9.0% |
| Q2 2009 | $1,972,000 | +29.6% | 34,118 | +9.1% | 0.10% | +12.4% |
| Q1 2009 | $1,522,000 | – | 31,278 | – | 0.09% | – |
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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% |