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 | $76,257,028 | -10.3% | 323,123 | -0.6% | 1.68% | -2.9% |
| Q2 2023 | $84,985,445 | -0.2% | 325,017 | -4.5% | 1.73% | -2.9% |
| Q1 2023 | $85,147,710 | +0.2% | 340,373 | -3.1% | 1.78% | +13.6% |
| Q4 2022 | $84,996,532 | +8.4% | 351,385 | -1.7% | 1.57% | -1.1% |
| Q3 2022 | $78,379,000 | -4.1% | 357,467 | -1.0% | 1.59% | +1.3% |
| Q2 2022 | $81,704,000 | -15.0% | 361,157 | +0.9% | 1.57% | -1.1% |
| Q1 2022 | $96,072,000 | -12.5% | 358,023 | -7.7% | 1.58% | -6.9% |
| Q4 2021 | $109,854,000 | +11.9% | 388,068 | +4.0% | 1.70% | +0.7% |
| Q3 2021 | $98,158,000 | +9.6% | 373,123 | +8.4% | 1.69% | +3.6% |
| Q1 2021 | $89,577,000 | +17.6% | 344,157 | +3.9% | 1.63% | +12.1% |
| Q4 2020 | $76,143,000 | +26.5% | 331,302 | +2.0% | 1.45% | +9.8% |
| Q3 2020 | $60,208,000 | +1.4% | 324,904 | -2.7% | 1.32% | -5.2% |
| Q2 2020 | $59,362,000 | -7.8% | 333,832 | -25.4% | 1.40% | -24.7% |
| Q1 2020 | $64,362,000 | -22.9% | 447,395 | +10.3% | 1.85% | -1.7% |
| Q4 2019 | $83,454,000 | +6.9% | 405,471 | +0.4% | 1.89% | +0.3% |
| Q3 2019 | $78,050,000 | +0.1% | 403,918 | +0.7% | 1.88% | +0.4% |
| Q2 2019 | $77,951,000 | -15.3% | 401,269 | -17.4% | 1.87% | -15.0% |
| Q1 2019 | $92,010,000 | +11.9% | 485,796 | -1.9% | 2.20% | -6.3% |
| Q4 2018 | $82,213,000 | -19.2% | 495,079 | -2.1% | 2.35% | -7.9% |
| Q3 2018 | $101,805,000 | +6.1% | 505,762 | +2.7% | 2.56% | -1.0% |
| Q2 2018 | $95,953,000 | +4.0% | 492,620 | +0.1% | 2.58% | -1.5% |
| Q1 2018 | $92,293,000 | +0.6% | 492,045 | +1.8% | 2.62% | +3.7% |
| Q4 2017 | $91,768,000 | +4.9% | 483,549 | -1.1% | 2.53% | -0.5% |
| Q3 2017 | $87,473,000 | +6.4% | 488,950 | +3.4% | 2.54% | -1.8% |
| Q2 2017 | $82,247,000 | +4.7% | 472,824 | +3.1% | 2.59% | +5.5% |
| Q1 2017 | $78,536,000 | +4.2% | 458,687 | +0.6% | 2.45% | -1.2% |
| Q4 2016 | $75,392,000 | +11.0% | 455,981 | +3.9% | 2.48% | +10.3% |
| Q3 2016 | $67,913,000 | +3.5% | 438,969 | -0.1% | 2.25% | -2.8% |
| Q2 2016 | $65,637,000 | +5.7% | 439,372 | +2.0% | 2.31% | +3.0% |
| Q1 2016 | $62,118,000 | +3.4% | 430,806 | -0.1% | 2.24% | +3.4% |
| Q4 2015 | $60,063,000 | +1.4% | 431,115 | -0.6% | 2.17% | -2.6% |
| Q3 2015 | $59,236,000 | -10.0% | 433,614 | -1.2% | 2.23% | -0.2% |
| Q2 2015 | $65,794,000 | -1.0% | 438,688 | +0.3% | 2.23% | -0.2% |
| Q1 2015 | $66,486,000 | +4.6% | 437,466 | -0.4% | 2.24% | +2.0% |
| Q4 2014 | $63,572,000 | +0.5% | 439,037 | -5.1% | 2.19% | +3.7% |
| Q3 2014 | $63,272,000 | -4.7% | 462,716 | -0.2% | 2.12% | -0.7% |
| Q2 2014 | $66,359,000 | -1.1% | 463,791 | -5.0% | 2.13% | -4.3% |
| Q1 2014 | $67,122,000 | +4.5% | 488,266 | +1.7% | 2.22% | +3.4% |
| Q4 2013 | $64,226,000 | +13.4% | 479,979 | +5.2% | 2.15% | +4.7% |
| Q3 2013 | $56,633,000 | +15.1% | 456,203 | +7.1% | 2.06% | +10.6% |
| Q2 2013 | $49,192,000 | – | 425,901 | – | 1.86% | – |
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% |