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 | $14,051 | +5.5% | 56,092 | +10.1% | 0.98% | +8.6% |
| Q2 2023 | $13,322 | +7.0% | 50,947 | +2.4% | 0.90% | +1.9% |
| Q1 2023 | $12,450 | +4.7% | 49,768 | +1.3% | 0.89% | -0.4% |
| Q4 2022 | $11,888 | -99.9% | 49,145 | +3.0% | 0.89% | +7.5% |
| Q3 2022 | $10,460,000 | -2.8% | 47,706 | +0.3% | 0.83% | +0.7% |
| Q2 2022 | $10,761,000 | -16.2% | 47,566 | -0.6% | 0.82% | -6.7% |
| Q1 2022 | $12,843,000 | -10.2% | 47,861 | -5.2% | 0.88% | -7.2% |
| Q4 2021 | $14,297,000 | +7.2% | 50,506 | -0.4% | 0.95% | -4.3% |
| Q3 2021 | $13,337,000 | -0.7% | 50,696 | -1.7% | 0.99% | -9.1% |
| Q2 2021 | $13,427,000 | 0.0% | 51,589 | 0.0% | 1.09% | 0.0% |
| Q1 2021 | $13,427,000 | +12.9% | 51,589 | -0.3% | 1.09% | +6.4% |
| Q4 2020 | $11,896,000 | +15.5% | 51,762 | -6.8% | 1.03% | +14.9% |
| Q3 2020 | $10,297,000 | -4.4% | 55,568 | -8.3% | 0.90% | -14.6% |
| Q2 2020 | $10,770,000 | +8.8% | 60,566 | -12.0% | 1.05% | -8.6% |
| Q1 2020 | $9,901,000 | -32.8% | 68,827 | -3.8% | 1.15% | -16.8% |
| Q4 2019 | $14,733,000 | +6.7% | 71,582 | +0.1% | 1.38% | -2.7% |
| Q3 2019 | $13,812,000 | -1.2% | 71,480 | -0.7% | 1.42% | -3.7% |
| Q2 2019 | $13,977,000 | +3.0% | 71,951 | +0.4% | 1.47% | -2.9% |
| Q1 2019 | $13,567,000 | +19.7% | 71,630 | +4.9% | 1.52% | +6.4% |
| Q4 2018 | $11,335,000 | -22.6% | 68,261 | -5.8% | 1.42% | -9.7% |
| Q3 2018 | $14,654,000 | +3.1% | 72,497 | -0.2% | 1.58% | -2.3% |
| Q2 2018 | $14,208,000 | +3.9% | 72,641 | -0.3% | 1.61% | +1.4% |
| Q1 2018 | $13,671,000 | -3.1% | 72,884 | -1.9% | 1.59% | -4.2% |
| Q4 2017 | $14,102,000 | +0.9% | 74,308 | -4.9% | 1.66% | -3.8% |
| Q3 2017 | $13,975,000 | -4.9% | 78,115 | -7.5% | 1.73% | -7.3% |
| Q2 2017 | $14,689,000 | +0.2% | 84,442 | -1.4% | 1.86% | -1.2% |
| Q1 2017 | $14,666,000 | -43.6% | 85,655 | -45.6% | 1.88% | +5.1% |
| Q4 2016 | $26,016,000 | +89.8% | 157,350 | +77.6% | 1.79% | -11.3% |
| Q3 2016 | $13,710,000 | +4.2% | 88,616 | +0.6% | 2.02% | +4.1% |
| Q2 2016 | $13,156,000 | +3.9% | 88,067 | +0.3% | 1.94% | +2.3% |
| Q1 2016 | $12,661,000 | +2.7% | 87,810 | -0.8% | 1.90% | +5.0% |
| Q4 2015 | $12,329,000 | +2.8% | 88,496 | +0.8% | 1.81% | -4.7% |
| Q3 2015 | $11,996,000 | -11.1% | 87,816 | -2.4% | 1.90% | -9.5% |
| Q2 2015 | $13,491,000 | -1.8% | 89,951 | -0.5% | 2.09% | +0.8% |
| Q1 2015 | $13,745,000 | +7.5% | 90,437 | +2.4% | 2.08% | +5.5% |
| Q4 2014 | $12,790,000 | -14.8% | 88,326 | -19.6% | 1.97% | -17.4% |
| Q3 2014 | $15,013,000 | -2.8% | 109,792 | +1.7% | 2.38% | -2.3% |
| Q2 2014 | $15,441,000 | -3.8% | 107,921 | -7.6% | 2.44% | -8.7% |
| Q1 2014 | $16,053,000 | +3.9% | 116,778 | +1.2% | 2.68% | +2.6% |
| Q4 2013 | $15,444,000 | +6.2% | 115,418 | -1.5% | 2.61% | -0.3% |
| Q3 2013 | $14,545,000 | +16.7% | 117,163 | +8.6% | 2.62% | +12.9% |
| Q2 2013 | $12,460,000 | +224.9% | 107,875 | +125.3% | 2.32% | +137.9% |
| Q3 2010 | $3,835,000 | +14.4% | 47,888 | +1.6% | 0.97% | +11.2% |
| Q2 2010 | $3,353,000 | – | 47,148 | – | 0.88% | – |
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% |