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 | $4,663,443 | +101.1% | 18,702 | +110.9% | 0.15% | +104.0% |
| Q2 2023 | $2,318,871 | +3.7% | 8,868 | -0.8% | 0.08% | -7.4% |
| Q1 2023 | $2,236,539 | +0.2% | 8,940 | -3.1% | 0.08% | 0.0% |
| Q4 2022 | $2,232,228 | +78.0% | 9,228 | +61.3% | 0.08% | +50.0% |
| Q3 2022 | $1,254,000 | +1.9% | 5,720 | +5.1% | 0.05% | +42.1% |
| Q2 2022 | $1,231,000 | -13.0% | 5,444 | +3.2% | 0.04% | -55.3% |
| Q1 2022 | $1,415,000 | -5.4% | 5,273 | -0.2% | 0.08% | -42.2% |
| Q4 2021 | $1,495,000 | +2.5% | 5,283 | -4.7% | 0.15% | -3.9% |
| Q3 2021 | $1,459,000 | -3.2% | 5,546 | -1.1% | 0.15% | +7.7% |
| Q2 2021 | $1,508,000 | +2.0% | 5,610 | -1.3% | 0.14% | -8.4% |
| Q1 2021 | $1,479,000 | -2.1% | 5,683 | -13.6% | 0.16% | +6.2% |
| Q4 2020 | $1,511,000 | +8.2% | 6,575 | -12.8% | 0.15% | +14.1% |
| Q3 2020 | $1,396,000 | -12.8% | 7,536 | -16.3% | 0.13% | -19.5% |
| Q2 2020 | $1,601,000 | -29.4% | 9,005 | -42.9% | 0.16% | -37.4% |
| Q1 2020 | $2,269,000 | -32.8% | 15,772 | -3.9% | 0.25% | -15.1% |
| Q4 2019 | $3,378,000 | – | 16,412 | – | 0.30% | – |
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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% |