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 | $48,241,073 | -4.2% | 193,467 | +0.4% | 1.35% | -4.4% |
| Q2 2023 | $50,367,698 | +4.6% | 192,625 | +0.0% | 1.41% | -0.6% |
| Q1 2023 | $48,164,600 | +1.2% | 192,535 | -2.1% | 1.42% | -19.7% |
| Q4 2022 | $47,582,183 | +4.9% | 196,710 | -1.9% | 1.77% | -6.1% |
| Q2 2022 | $45,381,000 | -15.8% | 200,596 | -0.1% | 1.88% | -2.0% |
| Q1 2022 | $53,877,000 | -2.3% | 200,778 | +3.1% | 1.92% | -4.3% |
| Q4 2021 | $55,132,000 | +10.7% | 194,759 | +2.8% | 2.01% | +3.1% |
| Q3 2021 | $49,817,000 | -0.4% | 189,369 | +1.7% | 1.95% | -4.9% |
| Q2 2021 | $50,041,000 | +3.1% | 186,214 | -0.2% | 2.05% | -10.6% |
| Q1 2021 | $48,553,000 | +4.1% | 186,541 | -8.1% | 2.29% | +0.2% |
| Q4 2020 | $46,641,000 | +20.1% | 202,935 | -3.2% | 2.29% | +4.5% |
| Q3 2020 | $38,850,000 | +0.8% | 209,649 | -3.3% | 2.19% | -6.8% |
| Q2 2020 | $38,556,000 | -13.9% | 216,825 | -0.4% | 2.35% | -33.9% |
| Q4 2019 | $44,794,000 | +12.4% | 217,637 | +5.5% | 3.56% | +2.3% |
| Q3 2019 | $39,848,000 | +11.4% | 206,219 | +12.0% | 3.48% | -3.0% |
| Q2 2019 | $35,778,000 | +7.1% | 184,175 | +4.4% | 3.59% | -1.8% |
| Q1 2019 | $33,411,000 | +19.3% | 176,405 | +4.6% | 3.65% | +31.1% |
| Q4 2018 | $27,997,000 | -19.6% | 168,597 | -2.6% | 2.79% | -14.1% |
| Q3 2018 | $34,829,000 | +7.2% | 173,028 | +3.7% | 3.25% | +2.2% |
| Q2 2018 | $32,497,000 | +5.2% | 166,839 | +1.3% | 3.18% | +2.9% |
| Q1 2018 | $30,891,000 | +4.0% | 164,689 | +5.2% | 3.09% | +1.2% |
| Q4 2017 | $29,697,000 | +7.5% | 156,479 | +1.4% | 3.05% | +4.4% |
| Q3 2017 | $27,616,000 | +5.2% | 154,366 | +2.3% | 2.92% | -0.3% |
| Q2 2017 | $26,261,000 | +2.2% | 150,969 | +0.6% | 2.93% | +2.0% |
| Q1 2017 | $25,687,000 | +1.5% | 150,023 | -2.0% | 2.87% | -0.8% |
| Q4 2016 | $25,315,000 | +10.5% | 153,108 | +3.4% | 2.90% | +3.6% |
| Q3 2016 | $22,907,000 | +6.2% | 148,066 | +2.5% | 2.80% | -10.4% |
| Q2 2016 | $21,575,000 | +6.3% | 144,423 | +2.6% | 3.12% | -2.1% |
| Q1 2016 | $20,305,000 | +28.1% | 140,822 | +23.7% | 3.19% | +19.6% |
| Q4 2015 | $15,857,000 | +41.0% | 113,815 | +38.2% | 2.66% | +26.1% |
| Q3 2015 | $11,247,000 | +78.2% | 82,327 | +95.7% | 2.11% | +67.8% |
| Q2 2015 | $6,311,000 | +41.5% | 42,077 | +43.4% | 1.26% | +26.8% |
| Q1 2015 | $4,461,000 | +3.3% | 29,351 | -1.6% | 0.99% | +6.2% |
| Q4 2014 | $4,319,000 | -7.8% | 29,827 | -12.9% | 0.94% | -6.6% |
| Q3 2014 | $4,682,000 | -10.2% | 34,237 | -6.0% | 1.00% | -2.4% |
| Q2 2014 | $5,211,000 | -21.7% | 36,420 | -24.8% | 1.03% | -30.3% |
| Q1 2014 | $6,657,000 | +3.7% | 48,424 | +0.9% | 1.47% | -8.5% |
| Q4 2013 | $6,419,000 | +6.1% | 47,974 | -1.5% | 1.61% | -2.0% |
| Q3 2013 | $6,048,000 | +317.7% | 48,720 | +288.5% | 1.64% | -58.6% |
| Q2 2013 | $1,448,000 | – | 12,541 | – | 3.96% | – |
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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% |