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 | $459,303 | -4.5% | 1,842 | +0.2% | 0.04% | 0.0% |
Q2 2023 | $480,862 | +8.1% | 1,839 | +3.4% | 0.04% | 0.0% |
Q1 2023 | $444,784 | +75.8% | 1,778 | +61.6% | 0.04% | +63.0% |
Q4 2020 | $253,000 | +24.0% | 1,100 | 0.0% | 0.03% | +12.5% |
Q3 2020 | $204,000 | -24.2% | 1,100 | -16.0% | 0.02% | -35.1% |
Q4 2019 | $269,000 | +6.3% | 1,309 | 0.0% | 0.04% | -5.1% |
Q3 2019 | $253,000 | -1.6% | 1,309 | -1.1% | 0.04% | -2.5% |
Q2 2019 | $257,000 | – | 1,323 | – | 0.04% | – |
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% |