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 | $3,113,839 | -2.4% | 12,488 | +2.3% | 0.56% | +1.1% |
| Q2 2023 | $3,190,668 | +14.2% | 12,203 | +9.3% | 0.55% | +9.4% |
| Q1 2023 | $2,793,736 | -1.1% | 11,168 | -4.3% | 0.50% | -4.7% |
| Q4 2022 | $2,823,515 | +5.6% | 11,673 | -4.3% | 0.53% | -0.6% |
| Q3 2022 | $2,674,000 | -10.3% | 12,195 | -7.5% | 0.53% | -5.5% |
| Q2 2022 | $2,982,000 | -15.7% | 13,180 | -0.0% | 0.56% | -2.1% |
| Q1 2022 | $3,538,000 | -0.6% | 13,185 | -1.6% | 0.57% | -3.5% |
| Q4 2021 | $3,560,000 | -2.7% | 13,400 | -3.7% | 0.59% | -5.0% |
| Q3 2021 | $3,659,000 | +3.8% | 13,910 | +6.0% | 0.62% | +0.8% |
| Q2 2021 | $3,526,000 | +12.1% | 13,122 | +8.6% | 0.62% | +3.5% |
| Q1 2021 | $3,146,000 | +28.0% | 12,088 | +13.0% | 0.60% | +16.5% |
| Q4 2020 | $2,458,000 | +33.3% | 10,693 | +7.4% | 0.51% | +22.4% |
| Q3 2020 | $1,844,000 | +13.3% | 9,953 | +8.7% | 0.42% | +4.0% |
| Q2 2020 | $1,628,000 | +36.9% | 9,155 | +10.8% | 0.40% | +12.5% |
| Q1 2020 | $1,189,000 | -25.7% | 8,263 | +6.3% | 0.36% | -5.3% |
| Q4 2019 | $1,600,000 | +12.8% | 7,773 | +5.9% | 0.38% | +3.3% |
| Q3 2019 | $1,419,000 | +6.0% | 7,343 | +6.5% | 0.37% | +1.1% |
| Q2 2019 | $1,339,000 | +99.3% | 6,892 | +94.3% | 0.36% | +92.1% |
| Q1 2019 | $672,000 | +51.4% | 3,547 | +32.8% | 0.19% | +30.3% |
| Q4 2018 | $444,000 | -12.3% | 2,671 | +6.2% | 0.14% | 0.0% |
| Q3 2018 | $506,000 | -1.0% | 2,516 | -4.1% | 0.14% | -7.6% |
| Q2 2018 | $511,000 | -14.0% | 2,623 | -17.2% | 0.16% | -16.9% |
| Q1 2018 | $594,000 | -1.2% | 3,166 | 0.0% | 0.19% | -0.5% |
| Q4 2017 | $601,000 | +7.1% | 3,166 | +1.0% | 0.19% | +1.1% |
| Q3 2017 | $561,000 | +3.3% | 3,136 | +0.5% | 0.19% | -1.6% |
| Q2 2017 | $543,000 | +1.7% | 3,121 | 0.0% | 0.19% | -4.5% |
| Q1 2017 | $534,000 | +3.5% | 3,121 | 0.0% | 0.20% | -0.5% |
| Q4 2016 | $516,000 | +7.5% | 3,121 | +0.6% | 0.20% | -3.4% |
| Q3 2016 | $480,000 | +3.7% | 3,102 | 0.0% | 0.21% | +1.0% |
| Q2 2016 | $463,000 | +3.6% | 3,102 | 0.0% | 0.21% | -8.0% |
| Q1 2016 | $447,000 | +3.5% | 3,102 | 0.0% | 0.22% | +0.4% |
| Q4 2015 | $432,000 | +52.7% | 3,102 | +50.0% | 0.22% | +43.9% |
| Q3 2015 | $283,000 | -8.7% | 2,068 | 0.0% | 0.16% | -1.9% |
| Q2 2015 | $310,000 | -1.3% | 2,068 | 0.0% | 0.16% | -1.2% |
| Q1 2015 | $314,000 | +5.0% | 2,068 | 0.0% | 0.16% | +1.9% |
| Q4 2014 | $299,000 | +5.7% | 2,068 | 0.0% | 0.16% | 0.0% |
| Q3 2014 | $283,000 | 0.0% | 2,068 | 0.0% | 0.16% | -3.7% |
| Q2 2014 | $283,000 | -0.4% | 2,068 | +0.2% | 0.16% | -5.8% |
| Q1 2014 | $284,000 | +4.0% | 2,063 | +1.0% | 0.17% | +0.6% |
| Q4 2013 | $273,000 | – | 2,043 | – | 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% |