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 | $2,742,102 | +0.2% | 10,997 | +5.1% | 0.33% | +5.0% |
| Q2 2023 | $2,735,342 | +16.6% | 10,461 | +11.6% | 0.32% | +10.5% |
| Q1 2023 | $2,345,500 | +6.8% | 9,376 | +3.3% | 0.29% | +14.3% |
| Q4 2022 | $2,195,877 | +77.8% | 9,078 | +61.2% | 0.25% | +48.5% |
| Q3 2022 | $1,235,000 | +7.5% | 5,633 | +10.9% | 0.17% | +14.2% |
| Q2 2022 | $1,149,000 | -19.4% | 5,080 | -4.3% | 0.15% | -9.2% |
| Q1 2022 | $1,425,000 | +7.0% | 5,310 | +12.9% | 0.16% | +9.4% |
| Q4 2021 | $1,332,000 | +14.8% | 4,705 | +6.7% | 0.15% | +5.7% |
| Q3 2021 | $1,160,000 | +2.7% | 4,411 | +5.0% | 0.14% | +6.0% |
| Q2 2021 | $1,129,000 | +7.5% | 4,200 | +4.1% | 0.13% | -1.5% |
| Q1 2021 | $1,050,000 | +13.0% | 4,036 | -0.2% | 0.14% | +6.3% |
| Q4 2020 | $929,000 | +27.8% | 4,044 | +3.1% | 0.13% | +16.5% |
| Q3 2020 | $727,000 | +2.0% | 3,924 | -2.2% | 0.11% | -4.4% |
| Q2 2020 | $713,000 | +27.1% | 4,012 | +2.9% | 0.11% | +11.8% |
| Q1 2020 | $561,000 | – | 3,899 | – | 0.10% | – |
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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% |