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 | $27,037,293 | +216753.5% | 108,080 | +109.7% | 0.27% | +41.8% |
| Q4 2022 | $12,468 | -99.7% | 51,543 | +178.6% | 0.19% | +190.8% |
| Q3 2022 | $4,056,000 | -37.9% | 18,499 | -35.9% | 0.06% | -37.5% |
| Q2 2022 | $6,529,000 | +42.7% | 28,860 | +69.3% | 0.10% | +67.7% |
| Q1 2022 | $4,575,000 | +128.1% | 17,048 | +140.6% | 0.06% | +148.0% |
| Q4 2021 | $2,006,000 | -34.7% | 7,085 | -39.3% | 0.02% | -34.2% |
| Q3 2021 | $3,071,000 | -45.3% | 11,675 | -44.1% | 0.04% | -41.5% |
| Q2 2021 | $5,616,000 | +93.1% | 20,900 | +87.0% | 0.06% | +80.6% |
| Q1 2021 | $2,909,000 | +214.8% | 11,175 | +177.9% | 0.04% | +200.0% |
| Q4 2020 | $924,000 | -50.7% | 4,021 | -60.3% | 0.01% | -52.0% |
| Q3 2020 | $1,875,000 | – | 10,119 | – | 0.02% | – |
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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% |