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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,441,000 | +7.8% | 8,622 | +0.1% | 0.31% | -2.8% |
| Q3 2021 | $2,265,000 | -11.2% | 8,612 | -9.3% | 0.32% | -5.8% |
| Q2 2021 | $2,552,000 | +11.5% | 9,497 | +8.0% | 0.34% | +8.9% |
| Q1 2021 | $2,289,000 | +45.7% | 8,792 | +28.6% | 0.32% | +38.2% |
| Q4 2020 | $1,571,000 | +26.6% | 6,837 | +2.0% | 0.23% | +17.5% |
| Q3 2020 | $1,241,000 | +8.6% | 6,701 | +4.3% | 0.19% | +4.3% |
| Q2 2020 | $1,143,000 | -46.2% | 6,425 | -56.5% | 0.19% | -52.1% |
| Q1 2020 | $2,124,000 | -33.1% | 14,762 | -4.2% | 0.39% | -9.8% |
| Q4 2019 | $3,173,000 | +86.8% | 15,417 | +75.4% | 0.43% | +76.2% |
| Q3 2019 | $1,699,000 | -65.3% | 8,789 | -65.1% | 0.24% | -65.0% |
| Q2 2019 | $4,891,000 | -5.9% | 25,178 | -8.2% | 0.70% | -1.3% |
| Q1 2019 | $5,195,000 | -6.8% | 27,429 | -18.3% | 0.71% | -16.0% |
| Q4 2018 | $5,572,000 | -13.1% | 33,553 | +5.3% | 0.84% | -2.3% |
| Q3 2018 | $6,413,000 | +196.2% | 31,857 | +186.6% | 0.86% | +181.7% |
| Q2 2018 | $2,165,000 | +7.1% | 11,116 | +3.1% | 0.31% | +9.7% |
| Q1 2018 | $2,022,000 | -5.0% | 10,778 | -3.9% | 0.28% | +4.9% |
| Q4 2017 | $2,128,000 | -53.5% | 11,214 | -56.2% | 0.27% | -52.3% |
| Q3 2017 | $4,577,000 | +0.4% | 25,580 | -2.4% | 0.56% | -0.5% |
| Q2 2017 | $4,557,000 | -53.6% | 26,199 | -54.4% | 0.56% | -53.1% |
| Q1 2017 | $9,827,000 | -58.6% | 57,394 | -60.0% | 1.20% | -58.1% |
| Q4 2016 | $23,726,000 | +16.9% | 143,500 | +9.4% | 2.86% | +13.2% |
| Q3 2016 | $20,302,000 | +19.1% | 131,227 | +15.0% | 2.52% | +20.0% |
| Q2 2016 | $17,050,000 | +30.6% | 114,134 | +26.1% | 2.10% | +23.0% |
| Q1 2016 | $13,051,000 | +12.0% | 90,517 | +8.2% | 1.71% | -12.1% |
| Q4 2015 | $11,651,000 | -2.5% | 83,624 | -4.4% | 1.95% | -6.5% |
| Q3 2015 | $11,952,000 | -24.0% | 87,494 | -16.6% | 2.08% | -17.5% |
| Q2 2015 | $15,733,000 | -9.5% | 104,898 | -8.3% | 2.52% | -6.3% |
| Q1 2015 | $17,386,000 | +24.3% | 114,397 | +18.4% | 2.69% | +24.0% |
| Q4 2014 | $13,987,000 | +10.9% | 96,595 | +4.7% | 2.17% | +6.5% |
| Q3 2014 | $12,614,000 | -4.2% | 92,253 | +0.2% | 2.04% | -0.8% |
| Q2 2014 | $13,167,000 | +4.2% | 92,026 | +0.1% | 2.05% | -0.3% |
| Q1 2014 | $12,641,000 | +7.0% | 91,950 | +4.1% | 2.06% | -0.6% |
| Q4 2013 | $11,818,000 | +8.6% | 88,320 | +0.7% | 2.07% | -4.0% |
| Q3 2013 | $10,884,000 | +13.6% | 87,675 | +5.7% | 2.16% | +12.6% |
| Q2 2013 | $9,578,000 | – | 82,920 | – | 1.92% | – |
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% |