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 | $1,975,458 | +1.2% | 7,922 | -1.8% | 0.44% | -6.0% |
| Q2 2023 | $1,952,060 | 0.0% | 8,070 | 0.0% | 0.47% | -1.3% |
| Q1 2023 | $1,952,060 | 0.0% | 8,070 | 0.0% | 0.47% | +0.2% |
| Q4 2022 | $1,952,060 | -2.6% | 8,070 | -6.1% | 0.47% | -8.7% |
| Q3 2022 | $2,005,000 | -3.1% | 8,596 | -0.7% | 0.52% | -0.2% |
| Q2 2022 | $2,070,000 | -22.7% | 8,654 | -13.3% | 0.52% | -15.8% |
| Q1 2022 | $2,678,000 | -7.8% | 9,978 | -2.8% | 0.62% | -11.4% |
| Q4 2021 | $2,905,000 | +5.8% | 10,261 | -1.7% | 0.69% | -4.1% |
| Q3 2021 | $2,747,000 | -3.3% | 10,442 | -1.2% | 0.72% | -2.8% |
| Q2 2021 | $2,842,000 | -6.7% | 10,574 | -9.6% | 0.74% | -15.1% |
| Q1 2021 | $3,045,000 | +12.6% | 11,699 | -0.6% | 0.88% | +2.2% |
| Q4 2020 | $2,704,000 | +22.1% | 11,764 | -1.5% | 0.86% | +98.8% |
| Q3 2020 | $2,214,000 | +43.5% | 11,948 | +37.7% | 0.43% | -25.9% |
| Q2 2020 | $1,543,000 | +38.1% | 8,677 | +11.8% | 0.58% | +8.0% |
| Q1 2020 | $1,117,000 | +47.6% | 7,764 | +111.2% | 0.54% | +76.5% |
| Q4 2019 | $757,000 | +307.0% | 3,677 | +281.8% | 0.31% | +378.1% |
| Q3 2019 | $186,000 | +8.1% | 963 | +8.8% | 0.06% | -7.2% |
| Q2 2019 | $172,000 | +17.0% | 885 | +14.6% | 0.07% | +11.3% |
| Q1 2019 | $147,000 | -33.5% | 772 | -42.0% | 0.06% | -43.1% |
| Q4 2018 | $221,000 | – | 1,332 | – | 0.11% | – |
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% |