ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,745,265 | -1.5% | 27,051 | +3.3% | 0.05% | +2.0% |
| Q2 2023 | $6,846,546 | +10.2% | 26,184 | +5.4% | 0.05% | +2.0% |
| Q1 2023 | $6,213,572 | +1.2% | 24,838 | -2.1% | 0.05% | -2.0% |
| Q4 2022 | $6,138,000 | +11.4% | 25,374 | +1.0% | 0.05% | +4.2% |
| Q3 2022 | $5,508,000 | +0.9% | 25,122 | +4.1% | 0.05% | +6.7% |
| Q2 2022 | $5,460,000 | -17.6% | 24,133 | -2.3% | 0.04% | 0.0% |
| Q1 2022 | $6,626,000 | +4.0% | 24,693 | +9.7% | 0.04% | +7.1% |
| Q4 2021 | $6,374,000 | +9.6% | 22,516 | +1.8% | 0.04% | +2.4% |
| Q3 2021 | $5,817,000 | +14.7% | 22,110 | +17.2% | 0.04% | +5.1% |
| Q2 2021 | $5,070,000 | +10.5% | 18,866 | +7.0% | 0.04% | -9.3% |
| Q1 2021 | $4,588,000 | +25.0% | 17,629 | +10.4% | 0.04% | +19.4% |
| Q4 2020 | $3,669,000 | +45.9% | 15,965 | +17.6% | 0.04% | +28.6% |
| Q3 2020 | $2,515,000 | -3.1% | 13,570 | -7.0% | 0.03% | -12.5% |
| Q2 2020 | $2,595,000 | +21.7% | 14,596 | -1.5% | 0.03% | +3.2% |
| Q1 2020 | $2,132,000 | -29.5% | 14,820 | +0.9% | 0.03% | -3.1% |
| Q4 2019 | $3,023,000 | +9.3% | 14,688 | +3.1% | 0.03% | -3.0% |
| Q3 2019 | $2,767,000 | -0.6% | 14,243 | -0.6% | 0.03% | 0.0% |
| Q2 2019 | $2,784,000 | +3.2% | 14,331 | +0.6% | 0.03% | -2.9% |
| Q1 2019 | $2,698,000 | +18.6% | 14,247 | +4.0% | 0.03% | +9.7% |
| Q4 2018 | $2,274,000 | -18.8% | 13,695 | -1.5% | 0.03% | -3.1% |
| Q3 2018 | $2,799,000 | +27.2% | 13,907 | +23.1% | 0.03% | +18.5% |
| Q2 2018 | $2,200,000 | -99.9% | 11,296 | +5.1% | 0.03% | +8.0% |
| Q1 2018 | $2,015,815,000 | -2.8% | 10,747 | -1.7% | 0.02% | 0.0% |
| Q4 2017 | $2,073,916,000 | +12.2% | 10,928 | +5.8% | 0.02% | +8.7% |
| Q3 2017 | $1,847,679,000 | -0.6% | 10,328 | -3.4% | 0.02% | -8.0% |
| Q2 2017 | $1,859,526,000 | +38.4% | 10,690 | +31.6% | 0.02% | +31.6% |
| Q1 2017 | $1,343,387,000 | +99116.2% | 8,125 | -0.8% | 0.02% | 0.0% |
| Q4 2016 | $1,354,000 | -99.9% | 8,192 | +2.3% | 0.02% | +5.6% |
| Q3 2016 | $1,238,917,000 | +17.2% | 8,008 | +13.2% | 0.02% | +12.5% |
| Q2 2016 | $1,057,233,000 | +41.5% | 7,077 | +36.5% | 0.02% | +33.3% |
| Q1 2016 | $747,337,000 | -18.1% | 5,183 | -20.8% | 0.01% | -20.0% |
| Q4 2015 | $912,128,000 | +65.0% | 6,547 | +61.8% | 0.02% | +66.7% |
| Q3 2015 | $552,724,000 | -18.1% | 4,046 | -10.1% | 0.01% | -10.0% |
| Q2 2015 | $675,059,000 | +61.5% | 4,501 | +63.6% | 0.01% | +66.7% |
| Q1 2015 | $418,097,000 | +8.3% | 2,751 | +3.2% | 0.01% | 0.0% |
| Q4 2014 | $386,037,000 | +1.9% | 2,666 | -3.8% | 0.01% | -14.3% |
| Q3 2014 | $378,907,000 | -6.6% | 2,771 | -2.3% | 0.01% | 0.0% |
| Q2 2014 | $405,775,000 | +17.6% | 2,836 | +12.9% | 0.01% | +16.7% |
| Q1 2014 | $345,187,000 | +13.8% | 2,511 | +10.8% | 0.01% | 0.0% |
| Q4 2013 | $303,213,000 | +9.4% | 2,266 | +1.5% | 0.01% | 0.0% |
| Q3 2013 | $277,080,000 | +8.5% | 2,232 | +0.9% | 0.01% | 0.0% |
| Q2 2013 | $255,486,000 | – | 2,212 | – | 0.01% | – |
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% |