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 | $291,186 | -16.5% | 1,164 | -19.2% | 0.03% | -17.9% |
| Q4 2022 | $348,563 | -36.4% | 1,441 | -25.6% | 0.04% | +14.7% |
| Q4 2021 | $548,000 | +145.7% | 1,937 | +129.0% | 0.03% | +142.9% |
| Q3 2021 | $223,000 | -57.0% | 846 | -56.2% | 0.01% | -54.8% |
| Q2 2021 | $519,000 | -81.8% | 1,930 | -87.5% | 0.03% | -83.2% |
| Q3 2020 | $2,858,000 | +536.5% | 15,424 | +591.7% | 0.18% | +143.4% |
| Q3 2018 | $449,000 | -3.4% | 2,230 | -27.1% | 0.08% | -87.4% |
| Q1 2015 | $465,000 | -62.9% | 3,057 | -66.6% | 0.60% | -44.6% |
| Q3 2014 | $1,252,000 | -58.0% | 9,159 | -56.0% | 1.09% | -42.5% |
| Q2 2014 | $2,978,000 | – | 20,814 | – | 1.90% | – |
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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% |