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 | $9,401,880 | -4.6% | 37,534 | -0.4% | 0.59% | -2.1% |
| Q2 2023 | $9,857,070 | +5.1% | 37,697 | +0.5% | 0.61% | -1.0% |
| Q1 2023 | $9,380,205 | +6.4% | 37,497 | +2.8% | 0.61% | +3.7% |
| Q4 2022 | $8,820,030 | +58.7% | 36,463 | +43.9% | 0.59% | +53.5% |
| Q3 2022 | $5,556,000 | +13.2% | 25,339 | +16.8% | 0.38% | +21.1% |
| Q2 2022 | $4,909,000 | -17.4% | 21,697 | -2.0% | 0.32% | +1.0% |
| Q1 2022 | $5,942,000 | -11.5% | 22,143 | -6.6% | 0.32% | -4.8% |
| Q4 2021 | $6,715,000 | +14.0% | 23,720 | +5.9% | 0.33% | +4.7% |
| Q3 2021 | $5,891,000 | -1.6% | 22,391 | +0.5% | 0.32% | -0.6% |
| Q2 2021 | $5,989,000 | -1.4% | 22,287 | -4.5% | 0.32% | -7.0% |
| Q1 2021 | $6,075,000 | +23.2% | 23,339 | +8.7% | 0.34% | +12.9% |
| Q4 2020 | $4,933,000 | -21.1% | 21,465 | -36.4% | 0.30% | -39.9% |
| Q3 2020 | $6,253,000 | +4.4% | 33,743 | +0.2% | 0.50% | -3.8% |
| Q2 2020 | $5,991,000 | +109.6% | 33,691 | +69.6% | 0.52% | +83.9% |
| Q1 2020 | $2,858,000 | -31.1% | 19,864 | -1.4% | 0.28% | -13.9% |
| Q4 2019 | $4,147,000 | +12.9% | 20,149 | +6.0% | 0.33% | +3.8% |
| Q3 2019 | $3,672,000 | +9.8% | 19,005 | +10.4% | 0.32% | +7.0% |
| Q2 2019 | $3,343,000 | +2.8% | 17,209 | +0.3% | 0.30% | -1.0% |
| Q1 2019 | $3,251,000 | +17.6% | 17,163 | +3.1% | 0.30% | +1.3% |
| Q4 2018 | $2,764,000 | -14.2% | 16,643 | +4.0% | 0.30% | +5.3% |
| Q3 2018 | $3,222,000 | +3.3% | 16,009 | 0.0% | 0.28% | -11.9% |
| Q2 2018 | $3,118,000 | +3.8% | 16,009 | 0.0% | 0.32% | +3.6% |
| Q1 2018 | $3,003,000 | -1.6% | 16,009 | -0.4% | 0.31% | +4.7% |
| Q4 2017 | $3,051,000 | +6.0% | 16,079 | 0.0% | 0.30% | -4.5% |
| Q3 2017 | $2,877,000 | +2.9% | 16,079 | 0.0% | 0.31% | -1.3% |
| Q2 2017 | $2,797,000 | +2.3% | 16,079 | +0.6% | 0.31% | +2.3% |
| Q1 2017 | $2,735,000 | +3.6% | 15,976 | 0.0% | 0.31% | -1.9% |
| Q4 2016 | $2,641,000 | +4.6% | 15,976 | -2.1% | 0.31% | -2.8% |
| Q3 2016 | $2,526,000 | +3.6% | 16,326 | 0.0% | 0.32% | -0.3% |
| Q2 2016 | $2,439,000 | +2.8% | 16,326 | -0.8% | 0.32% | -3.6% |
| Q1 2016 | $2,373,000 | -0.7% | 16,456 | -4.1% | 0.33% | -4.6% |
| Q4 2015 | $2,390,000 | -8.8% | 17,156 | -10.5% | 0.35% | -14.6% |
| Q3 2015 | $2,620,000 | -8.9% | 19,176 | 0.0% | 0.41% | -2.1% |
| Q2 2015 | $2,876,000 | -4.8% | 19,176 | -3.5% | 0.42% | -4.1% |
| Q1 2015 | $3,021,000 | +3.5% | 19,876 | -1.4% | 0.44% | -0.5% |
| Q4 2014 | $2,919,000 | +5.9% | 20,160 | 0.0% | 0.44% | -3.5% |
| Q3 2014 | $2,757,000 | -7.9% | 20,160 | -3.6% | 0.46% | -6.8% |
| Q2 2014 | $2,992,000 | +2.4% | 20,910 | -1.6% | 0.49% | -1.2% |
| Q1 2014 | $2,923,000 | +1.9% | 21,260 | -0.8% | 0.49% | +0.2% |
| Q4 2013 | $2,869,000 | +8.6% | 21,440 | +0.7% | 0.49% | 0.0% |
| Q3 2013 | $2,643,000 | +24.3% | 21,290 | +15.6% | 0.49% | +13.6% |
| Q2 2013 | $2,127,000 | – | 18,414 | – | 0.43% | – |
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% |