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 | $50,490,133 | -10.7% | 202,487 | -6.4% | 0.74% | -10.2% |
| Q2 2023 | $56,536,421 | +0.7% | 216,217 | -3.7% | 0.82% | -3.3% |
| Q1 2023 | $56,158,669 | +98151.6% | 224,491 | -5.0% | 0.85% | -4.9% |
| Q4 2022 | $57,158 | -99.9% | 236,298 | +2.7% | 0.90% | +5.4% |
| Q3 2022 | $50,464,000 | +1.4% | 230,157 | +4.7% | 0.85% | +9.5% |
| Q2 2022 | $49,750,000 | -15.6% | 219,907 | +0.1% | 0.78% | -7.9% |
| Q1 2022 | $58,966,000 | -4.8% | 219,743 | +0.4% | 0.84% | +3.9% |
| Q4 2021 | $61,956,000 | +3.6% | 218,863 | -3.8% | 0.81% | -1.3% |
| Q3 2021 | $59,824,000 | -6.5% | 227,407 | -4.5% | 0.82% | -4.6% |
| Q2 2021 | $63,988,000 | +6.5% | 238,114 | +3.1% | 0.86% | +3.0% |
| Q1 2021 | $60,094,000 | +9.8% | 230,884 | -3.1% | 0.84% | +4.1% |
| Q4 2020 | $54,741,000 | +23.5% | 238,179 | -0.4% | 0.80% | +8.8% |
| Q3 2020 | $44,309,000 | +5.1% | 239,110 | +0.8% | 0.74% | 0.0% |
| Q2 2020 | $42,167,000 | +13.8% | 237,134 | -7.9% | 0.74% | -2.8% |
| Q1 2020 | $37,051,000 | -58.6% | 257,548 | -40.8% | 0.76% | -44.6% |
| Q4 2019 | $89,479,000 | – | 434,742 | – | 1.37% | – |
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% |