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 | $884,694 | +0.3% | 3,548 | +5.2% | 0.37% | -4.1% |
| Q2 2023 | $881,711 | -35.9% | 3,372 | -38.7% | 0.39% | -40.0% |
| Q1 2023 | $1,376,380 | +2.8% | 5,502 | -0.6% | 0.64% | -6.0% |
| Q4 2022 | $1,339,345 | +17.6% | 5,537 | +6.6% | 0.68% | +12.1% |
| Q3 2022 | $1,139,000 | +1.2% | 5,196 | +4.4% | 0.61% | +9.1% |
| Q2 2022 | $1,126,000 | -12.3% | 4,978 | +4.1% | 0.56% | +11.6% |
| Q1 2022 | $1,284,000 | -3.3% | 4,784 | +2.0% | 0.50% | -4.4% |
| Q4 2021 | $1,328,000 | +8.2% | 4,692 | +0.6% | 0.52% | +5.4% |
| Q3 2021 | $1,227,000 | -1.2% | 4,663 | +0.9% | 0.50% | +0.8% |
| Q2 2021 | $1,242,000 | +3.9% | 4,623 | +0.7% | 0.49% | -4.6% |
| Q1 2021 | $1,195,000 | +25.3% | 4,593 | +10.6% | 0.52% | +39.4% |
| Q4 2020 | $954,000 | – | 4,152 | – | 0.37% | – |
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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% |