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 | $375,521 | -6.2% | 1,506 | -1.6% | 0.08% | 0.0% |
| Q2 2023 | $400,326 | +3.6% | 1,531 | -0.8% | 0.08% | -3.4% |
| Q1 2023 | $386,247 | -2.6% | 1,544 | -5.8% | 0.09% | -4.4% |
| Q4 2022 | $396,458 | +13.6% | 1,639 | +2.9% | 0.09% | -1.1% |
| Q3 2022 | $349,000 | -3.1% | 1,593 | 0.0% | 0.09% | -14.0% |
| Q2 2022 | $360,000 | +23.7% | 1,593 | +46.8% | 0.11% | +55.1% |
| Q1 2022 | $291,000 | -5.2% | 1,085 | 0.0% | 0.07% | -4.2% |
| Q4 2021 | $307,000 | +7.7% | 1,085 | 0.0% | 0.07% | -6.5% |
| Q3 2021 | $285,000 | -2.4% | 1,085 | 0.0% | 0.08% | -3.8% |
| Q2 2021 | $292,000 | +3.5% | 1,085 | 0.0% | 0.08% | -5.9% |
| Q1 2021 | $282,000 | +11.9% | 1,085 | -1.2% | 0.08% | +2.4% |
| Q4 2020 | $252,000 | +15.1% | 1,098 | -6.9% | 0.08% | +1.2% |
| Q3 2020 | $219,000 | +4.3% | 1,180 | 0.0% | 0.08% | -2.4% |
| Q2 2020 | $210,000 | -21.1% | 1,180 | -8.8% | 0.08% | -13.4% |
| Q4 2019 | $266,000 | +29.1% | 1,294 | +21.3% | 0.10% | +16.9% |
| Q3 2019 | $206,000 | -0.5% | 1,067 | 0.0% | 0.08% | +2.5% |
| Q2 2019 | $207,000 | +2.5% | 1,067 | 0.0% | 0.08% | -5.8% |
| Q1 2019 | $202,000 | -54.3% | 1,067 | -51.5% | 0.09% | -5.5% |
| Q3 2018 | $442,000 | +106.5% | 2,198 | +100.0% | 0.09% | +1.1% |
| Q2 2018 | $214,000 | +7.0% | 1,099 | +3.0% | 0.09% | +4.7% |
| Q1 2018 | $200,000 | -1.5% | 1,067 | 0.0% | 0.09% | +2.4% |
| Q4 2017 | $203,000 | – | 1,067 | – | 0.08% | – |
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% |