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 | $5,901,589 | -3.4% | 23,668 | +1.3% | 0.44% | -0.2% |
| Q2 2023 | $6,111,661 | +8.1% | 23,373 | +3.4% | 0.44% | +8.5% |
| Q1 2023 | $5,653,590 | +7.1% | 22,600 | +3.6% | 0.40% | -1.0% |
| Q4 2022 | $5,276,934 | +4.4% | 21,815 | -5.4% | 0.41% | -3.8% |
| Q3 2022 | $5,055,000 | -4.7% | 23,054 | -1.7% | 0.42% | -0.2% |
| Q2 2022 | $5,305,000 | -18.8% | 23,449 | -3.7% | 0.42% | -3.4% |
| Q1 2022 | $6,533,000 | -6.1% | 24,345 | -0.9% | 0.44% | -3.3% |
| Q4 2021 | $6,956,000 | +6.1% | 24,572 | +0.7% | 0.45% | -12.2% |
| Q2 2021 | $6,556,000 | -8.5% | 24,396 | -11.4% | 0.52% | -25.2% |
| Q1 2021 | $7,163,000 | +3.3% | 27,520 | -8.7% | 0.69% | -4.2% |
| Q4 2020 | $6,931,000 | +122.5% | 30,156 | +79.4% | 0.72% | +201.3% |
| Q3 2020 | $3,115,000 | -49.7% | 16,809 | -51.7% | 0.24% | -74.3% |
| Q2 2020 | $6,194,000 | -17.0% | 34,832 | -3.9% | 0.93% | -1.1% |
| Q4 2019 | $7,462,000 | – | 36,256 | – | 0.94% | – |
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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% |