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 | $724 | -4.1% | 2,903 | 0.0% | 0.31% | -1.0% |
| Q2 2023 | $755 | +4.0% | 2,903 | 0.0% | 0.32% | -4.0% |
| Q1 2023 | $726 | +3.6% | 2,903 | +0.1% | 0.33% | +1.9% |
| Q4 2022 | $701 | -99.9% | 2,901 | -2.5% | 0.32% | -0.6% |
| Q3 2022 | $653,000 | -15.5% | 2,976 | -12.9% | 0.32% | -16.5% |
| Q2 2022 | $773,000 | -22.7% | 3,417 | -6.9% | 0.39% | -22.7% |
| Q1 2022 | $1,000,000 | -3.8% | 3,670 | 0.0% | 0.50% | +8.9% |
| Q4 2021 | $1,039,000 | +7.1% | 3,670 | -0.5% | 0.46% | -1.1% |
| Q3 2021 | $970,000 | -3.7% | 3,689 | -1.5% | 0.47% | -1.9% |
| Q2 2021 | $1,007,000 | +96.7% | 3,745 | +90.5% | 0.48% | +88.5% |
| Q1 2021 | $512,000 | +2.4% | 1,966 | -9.3% | 0.25% | -13.1% |
| Q4 2020 | $500,000 | +28.5% | 2,167 | +3.3% | 0.29% | +26.1% |
| Q3 2020 | $389,000 | -20.6% | 2,097 | -24.4% | 0.23% | -31.8% |
| Q2 2020 | $490,000 | -77.4% | 2,772 | -81.6% | 0.34% | -81.3% |
| Q1 2020 | $2,165,000 | +226.1% | 15,032 | +366.0% | 1.80% | +265.1% |
| Q4 2019 | $664,000 | +21.6% | 3,226 | +14.2% | 0.49% | +12.3% |
| Q3 2019 | $546,000 | -0.5% | 2,824 | 0.0% | 0.44% | +7.3% |
| Q2 2019 | $549,000 | +2.8% | 2,824 | +0.1% | 0.41% | -1.2% |
| Q1 2019 | $534,000 | -4.1% | 2,822 | -15.6% | 0.41% | -19.8% |
| Q4 2018 | $557,000 | – | 3,344 | – | 0.52% | – |
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% |