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 | $15,775,902 | +24.8% | 63,268 | +30.9% | 0.52% | +18.3% |
| Q2 2023 | $12,636,310 | +4.7% | 48,326 | +0.2% | 0.44% | +2.3% |
| Q1 2023 | $12,064,743 | +1.7% | 48,228 | -1.6% | 0.43% | -4.4% |
| Q4 2022 | $11,859,167 | +7.7% | 49,027 | -2.4% | 0.45% | -0.7% |
| Q3 2022 | $11,013,000 | -4.0% | 50,228 | -0.9% | 0.46% | +0.9% |
| Q2 2022 | $11,468,000 | -15.5% | 50,693 | +0.3% | 0.45% | -1.1% |
| Q1 2022 | $13,568,000 | -3.8% | 50,562 | +1.5% | 0.46% | +1.3% |
| Q4 2021 | $14,100,000 | +10.3% | 49,810 | +2.5% | 0.45% | +3.0% |
| Q3 2021 | $12,789,000 | -1.5% | 48,615 | +0.6% | 0.44% | -2.7% |
| Q2 2021 | $12,982,000 | +1.0% | 48,310 | -2.1% | 0.45% | -5.7% |
| Q1 2021 | $12,848,000 | +10.2% | 49,362 | -2.7% | 0.48% | -10.5% |
| Q4 2020 | $11,664,000 | +24.6% | 50,752 | +0.5% | 0.53% | +9.7% |
| Q3 2020 | $9,361,000 | +3.2% | 50,516 | -1.0% | 0.48% | -4.3% |
| Q2 2020 | $9,073,000 | +19.2% | 51,023 | -3.5% | 0.51% | -6.5% |
| Q1 2020 | $7,609,000 | -32.6% | 52,891 | -3.6% | 0.54% | -14.8% |
| Q4 2019 | $11,287,000 | -0.4% | 54,841 | -6.5% | 0.64% | -7.3% |
| Q3 2019 | $11,338,000 | -3.5% | 58,674 | -3.0% | 0.69% | -4.5% |
| Q2 2019 | $11,751,000 | +2.3% | 60,489 | -0.3% | 0.72% | +0.7% |
| Q1 2019 | $11,492,000 | +13.0% | 60,675 | -0.9% | 0.71% | +3.8% |
| Q4 2018 | $10,170,000 | -18.9% | 61,245 | -1.7% | 0.69% | -6.3% |
| Q3 2018 | $12,539,000 | +4.4% | 62,294 | +1.0% | 0.73% | +2.4% |
| Q2 2018 | $12,013,000 | +2.3% | 61,673 | -1.5% | 0.72% | -4.4% |
| Q1 2018 | $11,738,000 | -5.5% | 62,581 | -4.4% | 0.75% | -4.2% |
| Q4 2017 | $12,419,000 | +2.0% | 65,437 | -3.9% | 0.78% | -17.1% |
| Q3 2017 | $12,179,000 | +2.2% | 68,077 | -0.6% | 0.94% | -2.5% |
| Q2 2017 | $11,913,000 | +2.0% | 68,483 | +0.4% | 0.97% | -0.2% |
| Q1 2017 | $11,681,000 | +2.2% | 68,222 | -1.3% | 0.97% | -8.5% |
| Q4 2016 | $11,427,000 | +10.1% | 69,114 | +3.0% | 1.06% | +10.7% |
| Q3 2016 | $10,376,000 | +58.5% | 67,069 | +53.0% | 0.96% | +22.7% |
| Q2 2016 | $6,547,000 | – | 43,826 | – | 0.78% | – |
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% |