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 | $25,798,421 | -6.5% | 103,463 | -2.0% | 5.31% | -2.5% |
| Q2 2023 | $27,602,531 | +7.3% | 105,563 | +2.6% | 5.45% | +5.0% |
| Q1 2023 | $25,728,523 | +102465.4% | 102,848 | -0.8% | 5.19% | -2.4% |
| Q4 2022 | $25,085 | -99.9% | 103,705 | -1.3% | 5.32% | +2.6% |
| Q3 2022 | $23,026,000 | -0.4% | 105,019 | +2.7% | 5.19% | +5.6% |
| Q2 2022 | $23,130,000 | -11.8% | 102,239 | +4.6% | 4.92% | -3.5% |
| Q1 2022 | $26,234,000 | +1.0% | 97,765 | +6.6% | 5.09% | -0.4% |
| Q4 2021 | $25,971,000 | +7.6% | 91,743 | -0.0% | 5.12% | -4.2% |
| Q3 2021 | $24,139,000 | +0.3% | 91,760 | +2.4% | 5.34% | -7.2% |
| Q2 2021 | $24,076,000 | +2.0% | 89,592 | -1.2% | 5.76% | -4.7% |
| Q1 2021 | $23,594,000 | +5.9% | 90,647 | -6.5% | 6.04% | +4.0% |
| Q4 2020 | $22,290,000 | +33.1% | 96,984 | +7.3% | 5.81% | +7.3% |
| Q3 2020 | $16,751,000 | +25.6% | 90,395 | +20.5% | 5.41% | +18.0% |
| Q2 2020 | $13,340,000 | +27.5% | 75,020 | +3.2% | 4.58% | +34.3% |
| Q1 2020 | $10,460,000 | +8.0% | 72,708 | +54.5% | 3.41% | +34.3% |
| Q4 2019 | $9,687,000 | – | 47,064 | – | 2.54% | – |
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% |