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 | $6,842,000 | -0.7% | 25,497 | +4.8% | 0.00% | 0.0% |
| Q4 2021 | $6,887,000 | +34.2% | 24,328 | +24.7% | 0.00% | +33.3% |
| Q3 2021 | $5,132,000 | -2.1% | 19,510 | -0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,243,000 | +7.9% | 19,512 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $4,858,000 | +81.2% | 18,663 | +60.0% | 0.00% | +50.0% |
| Q4 2020 | $2,681,000 | +28.8% | 11,663 | +3.8% | 0.00% | +100.0% |
| Q3 2020 | $2,082,000 | -12.5% | 11,234 | -16.1% | 0.00% | -50.0% |
| Q2 2020 | $2,380,000 | +36.9% | 13,385 | +10.7% | 0.00% | 0.0% |
| Q1 2020 | $1,739,000 | -46.3% | 12,091 | -23.1% | 0.00% | 0.0% |
| Q4 2019 | $3,237,000 | +2.2% | 15,729 | -4.0% | 0.00% | -33.3% |
| Q3 2019 | $3,166,000 | -20.1% | 16,382 | -19.6% | 0.00% | 0.0% |
| Q2 2019 | $3,960,000 | -1.7% | 20,384 | -4.2% | 0.00% | 0.0% |
| Q1 2019 | $4,030,000 | +5.2% | 21,277 | -7.7% | 0.00% | -25.0% |
| Q4 2018 | $3,829,000 | -90.3% | 23,056 | -88.2% | 0.00% | -88.2% |
| Q3 2018 | $39,426,000 | -3.4% | 195,869 | -6.5% | 0.03% | -12.8% |
| Q2 2018 | $40,814,000 | +3.5% | 209,539 | -0.3% | 0.04% | 0.0% |
| Q1 2018 | $39,428,000 | -21.1% | 210,202 | -20.2% | 0.04% | -22.0% |
| Q4 2017 | $49,975,000 | +477.8% | 263,331 | +444.7% | 0.05% | +455.6% |
| Q3 2017 | $8,649,000 | +2.6% | 48,345 | -0.3% | 0.01% | -10.0% |
| Q2 2017 | $8,432,000 | +28.0% | 48,471 | +26.0% | 0.01% | 0.0% |
| Q1 2017 | $6,587,000 | +19.9% | 38,473 | +15.8% | 0.01% | +25.0% |
| Q4 2016 | $5,495,000 | +71.9% | 33,232 | +60.8% | 0.01% | +60.0% |
| Q3 2016 | $3,197,000 | +49.3% | 20,666 | +44.1% | 0.01% | +66.7% |
| Q2 2016 | $2,142,000 | -23.4% | 14,339 | -26.1% | 0.00% | -40.0% |
| Q1 2016 | $2,796,000 | -5.0% | 19,391 | -8.2% | 0.01% | 0.0% |
| Q4 2015 | $2,943,000 | +8.7% | 21,122 | +6.5% | 0.01% | 0.0% |
| Q3 2015 | $2,708,000 | -9.1% | 19,825 | -0.2% | 0.01% | -16.7% |
| Q2 2015 | $2,979,000 | -1.8% | 19,860 | -0.6% | 0.01% | 0.0% |
| Q1 2015 | $3,035,000 | +26.1% | 19,970 | +20.2% | 0.01% | +20.0% |
| Q4 2014 | $2,407,000 | +894.6% | 16,620 | +819.2% | 0.01% | +400.0% |
| Q4 2013 | $242,000 | -70.4% | 1,808 | -72.5% | 0.00% | -50.0% |
| Q3 2013 | $817,000 | – | 6,584 | – | 0.00% | – |
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% |