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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $233,000 | +3.6% | 869 | +9.4% | 0.01% | 0.0% |
| Q4 2021 | $225,000 | -86.4% | 794 | -87.4% | 0.01% | -86.8% |
| Q3 2021 | $1,656,000 | -1.8% | 6,294 | +0.3% | 0.05% | -3.6% |
| Q2 2021 | $1,687,000 | +2.6% | 6,277 | -0.6% | 0.06% | -3.5% |
| Q1 2021 | $1,644,000 | -75.0% | 6,316 | -78.0% | 0.06% | -64.6% |
| Q4 2020 | $6,584,000 | +24.1% | 28,644 | +0.1% | 0.16% | +10.3% |
| Q3 2020 | $5,304,000 | +39.8% | 28,620 | +34.1% | 0.15% | +25.9% |
| Q2 2020 | $3,794,000 | +23.4% | 21,336 | -0.2% | 0.12% | +0.9% |
| Q1 2020 | $3,075,000 | -37.2% | 21,376 | -10.2% | 0.12% | -20.1% |
| Q4 2019 | $4,897,000 | +6.3% | 23,796 | -0.2% | 0.14% | -2.0% |
| Q3 2019 | $4,607,000 | -6.2% | 23,841 | -5.7% | 0.15% | -9.8% |
| Q2 2019 | $4,912,000 | -2.6% | 25,283 | -5.0% | 0.16% | -5.2% |
| Q1 2019 | $5,042,000 | +19.0% | 26,623 | +4.3% | 0.17% | +5.5% |
| Q4 2018 | $4,238,000 | -20.9% | 25,523 | -4.1% | 0.16% | -7.4% |
| Q3 2018 | $5,359,000 | +3.0% | 26,623 | -0.4% | 0.18% | -3.3% |
| Q2 2018 | $5,204,000 | -2.3% | 26,718 | -5.9% | 0.18% | -3.7% |
| Q1 2018 | $5,325,000 | -19.5% | 28,388 | -18.5% | 0.19% | -17.1% |
| Q4 2017 | $6,613,000 | +5.3% | 34,848 | -0.8% | 0.23% | +0.4% |
| Q3 2017 | $6,283,000 | +2.5% | 35,118 | -0.4% | 0.23% | -1.3% |
| Q2 2017 | $6,132,000 | +0.4% | 35,251 | -1.2% | 0.23% | -2.1% |
| Q1 2017 | $6,106,000 | -6.1% | 35,663 | -9.3% | 0.24% | -11.3% |
| Q4 2016 | $6,501,000 | +194.0% | 39,320 | +175.1% | 0.26% | +178.9% |
| Q3 2016 | $2,211,000 | +2.6% | 14,293 | -0.9% | 0.10% | +4.4% |
| Q2 2016 | $2,155,000 | -16.3% | 14,428 | -19.3% | 0.09% | -17.3% |
| Q1 2016 | $2,576,000 | +4.9% | 17,868 | +1.3% | 0.11% | +8.9% |
| Q4 2015 | $2,456,000 | +1.7% | 17,630 | -0.3% | 0.10% | -5.6% |
| Q3 2015 | $2,415,000 | -10.5% | 17,675 | -1.8% | 0.11% | -4.5% |
| Q2 2015 | $2,699,000 | -4.1% | 17,997 | -2.8% | 0.11% | -3.4% |
| Q1 2015 | $2,814,000 | +5.0% | 18,518 | 0.0% | 0.12% | +7.4% |
| Q4 2014 | $2,681,000 | +7.1% | 18,518 | +1.2% | 0.11% | +0.9% |
| Q3 2014 | $2,503,000 | +3.5% | 18,303 | +8.3% | 0.11% | +4.9% |
| Q2 2014 | $2,419,000 | +26.1% | 16,905 | +21.2% | 0.10% | +18.6% |
| Q1 2014 | $1,918,000 | +11.8% | 13,950 | +8.8% | 0.09% | +11.7% |
| Q4 2013 | $1,715,000 | +13.5% | 12,820 | +5.3% | 0.08% | +2.7% |
| Q3 2013 | $1,511,000 | – | 12,170 | – | 0.08% | – |
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% |