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 | $897,009,446 | -3.2% | 3,597,391 | +1.5% | 0.17% | -2.2% |
| Q2 2023 | $926,604,323 | +5.6% | 3,543,691 | +1.0% | 0.18% | +2.3% |
| Q1 2023 | $877,283,602 | +5.5% | 3,506,890 | +2.0% | 0.17% | 0.0% |
| Q4 2022 | $831,243,375 | +16.6% | 3,436,452 | +5.7% | 0.17% | +6.7% |
| Q3 2022 | $712,832,000 | -0.1% | 3,251,082 | +3.1% | 0.16% | +6.5% |
| Q2 2022 | $713,633,000 | -14.9% | 3,154,455 | +1.0% | 0.15% | +3.4% |
| Q1 2022 | $838,483,000 | -0.0% | 3,124,704 | +5.5% | 0.15% | +8.0% |
| Q4 2021 | $838,694,000 | +12.5% | 2,962,746 | +4.6% | 0.14% | +3.8% |
| Q3 2021 | $745,371,000 | -0.5% | 2,833,357 | +1.6% | 0.13% | 0.0% |
| Q2 2021 | $749,082,000 | +6.2% | 2,787,489 | +2.9% | 0.13% | +0.8% |
| Q1 2021 | $705,213,000 | +17.1% | 2,709,439 | +3.4% | 0.13% | +12.0% |
| Q4 2020 | $602,198,000 | +24.1% | 2,620,189 | +0.1% | 0.12% | +10.4% |
| Q3 2020 | $485,103,000 | +0.7% | 2,617,790 | -3.3% | 0.11% | -7.0% |
| Q2 2020 | $481,562,000 | +20.7% | 2,708,145 | -2.4% | 0.11% | -0.9% |
| Q1 2020 | $399,107,000 | -29.4% | 2,774,273 | +1.0% | 0.12% | -9.4% |
| Q4 2019 | $565,383,000 | +9.9% | 2,746,976 | +3.2% | 0.13% | +3.3% |
| Q3 2019 | $514,370,000 | +2.8% | 2,661,959 | +3.4% | 0.12% | +3.4% |
| Q2 2019 | $500,257,000 | +5.5% | 2,575,197 | +2.9% | 0.12% | +1.7% |
| Q1 2019 | $474,136,000 | +20.8% | 2,503,359 | +5.9% | 0.12% | +6.4% |
| Q4 2018 | $392,512,000 | -15.0% | 2,363,674 | +3.0% | 0.11% | -2.7% |
| Q3 2018 | $461,854,000 | +7.9% | 2,294,472 | +4.4% | 0.11% | +3.7% |
| Q2 2018 | $427,947,000 | +5.5% | 2,197,076 | +1.6% | 0.11% | +2.8% |
| Q1 2018 | $405,794,000 | +1.5% | 2,163,429 | +2.7% | 0.11% | +5.0% |
| Q4 2017 | $399,919,000 | +5.6% | 2,107,274 | -0.4% | 0.10% | +2.0% |
| Q3 2017 | $378,616,000 | +4.4% | 2,116,357 | +1.5% | 0.10% | -2.0% |
| Q2 2017 | $362,794,000 | +3.1% | 2,085,624 | +1.5% | 0.10% | 0.0% |
| Q1 2017 | $351,993,000 | +14.3% | 2,055,793 | +10.4% | 0.10% | +7.4% |
| Q4 2016 | $307,835,000 | +15.8% | 1,861,832 | +8.4% | 0.09% | +13.3% |
| Q3 2016 | $265,755,000 | +14.3% | 1,717,761 | +10.4% | 0.08% | +10.7% |
| Q2 2016 | $232,447,000 | +12.8% | 1,555,973 | +8.9% | 0.08% | +10.3% |
| Q1 2016 | $206,096,000 | +1.0% | 1,429,331 | -2.4% | 0.07% | 0.0% |
| Q4 2015 | $203,963,000 | +19.6% | 1,463,987 | +17.3% | 0.07% | +19.3% |
| Q3 2015 | $170,533,000 | +5.6% | 1,248,318 | +15.9% | 0.06% | +16.3% |
| Q2 2015 | $161,565,000 | +10.5% | 1,077,248 | +12.0% | 0.05% | +11.4% |
| Q1 2015 | $146,176,000 | +22.8% | 961,814 | +17.0% | 0.04% | +22.2% |
| Q4 2014 | $119,048,000 | +11.1% | 822,154 | +4.9% | 0.04% | +5.9% |
| Q3 2014 | $107,138,000 | -1.9% | 783,518 | +2.6% | 0.03% | 0.0% |
| Q2 2014 | $109,229,000 | +16.3% | 763,414 | +11.8% | 0.03% | +13.3% |
| Q1 2014 | $93,896,000 | +13.8% | 683,026 | +10.7% | 0.03% | +15.4% |
| Q4 2013 | $82,535,000 | +17.2% | 616,804 | +8.7% | 0.03% | +4.0% |
| Q3 2013 | $70,434,000 | +21.0% | 567,379 | +12.6% | 0.02% | +19.0% |
| Q2 2013 | $58,219,000 | – | 504,067 | – | 0.02% | – |
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% |