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 2023 | $212,048 | -4.9% | 848 | -8.0% | 0.17% | -11.2% |
| Q4 2022 | $223,083 | +10.4% | 922 | 0.0% | 0.19% | +54.5% |
| Q3 2022 | $202,000 | -3.3% | 922 | 0.0% | 0.12% | -10.4% |
| Q2 2022 | $209,000 | -15.4% | 922 | 0.0% | 0.14% | +9.8% |
| Q1 2022 | $247,000 | -5.4% | 922 | 0.0% | 0.12% | -4.7% |
| Q4 2021 | $261,000 | +7.4% | 922 | 0.0% | 0.13% | +5.7% |
| Q3 2021 | $243,000 | -2.0% | 922 | 0.0% | 0.12% | -14.1% |
| Q2 2021 | $248,000 | -2.7% | 922 | -5.7% | 0.14% | +30.3% |
| Q1 2021 | $255,000 | +4.9% | 978 | -2.6% | 0.11% | -19.9% |
| Q4 2020 | $243,000 | – | 1,004 | – | 0.14% | – |
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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% |