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 | $5,340,993 | -5.0% | 21,420 | -0.4% | 2.22% | -8.2% |
| Q2 2023 | $5,624,869 | +16.1% | 21,512 | +11.1% | 2.41% | +3.0% |
| Q1 2023 | $4,843,245 | +5.3% | 19,361 | +6.8% | 2.34% | -3.4% |
| Q4 2022 | $4,597,349 | +10.1% | 18,135 | -4.8% | 2.43% | +5.0% |
| Q3 2022 | $4,177,000 | -0.4% | 19,050 | +2.8% | 2.31% | +4.2% |
| Q2 2022 | $4,194,000 | -21.2% | 18,537 | -6.6% | 2.22% | -2.5% |
| Q1 2022 | $5,325,000 | -5.8% | 19,843 | -0.6% | 2.27% | +17.5% |
| Q4 2021 | $5,651,000 | -0.8% | 19,961 | -2.4% | 1.93% | -24.0% |
| Q3 2021 | $5,699,000 | -0.0% | 20,445 | -3.2% | 2.54% | -9.2% |
| Q2 2021 | $5,700,000 | +21.6% | 21,124 | +17.3% | 2.80% | +1.7% |
| Q1 2021 | $4,689,000 | +12.6% | 18,013 | +4.6% | 2.75% | +1.2% |
| Q4 2020 | $4,163,000 | +4.8% | 17,217 | -16.0% | 2.72% | -12.5% |
| Q3 2020 | $3,974,000 | -7.3% | 20,500 | -36.4% | 3.11% | -43.7% |
| Q1 2020 | $4,289,000 | -39.5% | 32,209 | -6.5% | 5.53% | -17.8% |
| Q4 2019 | $7,092,000 | – | 34,459 | – | 6.72% | – |
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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% |