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 | $28,963,669 | -6.5% | 116,156 | -1.9% | 3.56% | -3.9% |
| Q2 2023 | $30,964,737 | +1.0% | 118,421 | -3.4% | 3.70% | -7.0% |
| Q1 2023 | $30,672,566 | -0.6% | 122,611 | -3.9% | 3.98% | +0.3% |
| Q4 2022 | $30,847,464 | +6.4% | 127,526 | -3.6% | 3.97% | -2.1% |
| Q3 2022 | $29,005,000 | -4.2% | 132,288 | -1.2% | 4.06% | -11.2% |
| Q2 2022 | $30,282,000 | -22.7% | 133,859 | -3.2% | 4.57% | -24.0% |
| Q1 2022 | $39,158,000 | 0.0% | 138,331 | 0.0% | 6.01% | 0.0% |
| Q4 2021 | $39,158,000 | +8.5% | 138,331 | +0.8% | 6.01% | -1.4% |
| Q3 2021 | $36,106,000 | -3.4% | 137,250 | -1.4% | 6.09% | -4.8% |
| Q2 2021 | $37,394,000 | -1.7% | 139,152 | -4.7% | 6.40% | -10.0% |
| Q1 2021 | $38,023,000 | +13.8% | 146,087 | +0.5% | 7.10% | -0.6% |
| Q4 2020 | $33,407,000 | +25.1% | 145,357 | +0.9% | 7.15% | +8.1% |
| Q3 2020 | $26,697,000 | +11.2% | 144,067 | +6.7% | 6.61% | +8.2% |
| Q2 2020 | $24,013,000 | -4.4% | 135,041 | +10.6% | 6.11% | -15.1% |
| Q4 2019 | $25,131,000 | +7.7% | 122,105 | +1.1% | 7.20% | -7.7% |
| Q3 2019 | $23,330,000 | +3.5% | 120,737 | +4.1% | 7.80% | -8.4% |
| Q2 2019 | $22,535,000 | +6.0% | 116,005 | +3.3% | 8.52% | +6.0% |
| Q1 2019 | $21,262,000 | +19.7% | 112,259 | +4.9% | 8.03% | +10.4% |
| Q4 2018 | $17,766,000 | +90.4% | 106,988 | +56.6% | 7.28% | -56.9% |
| Q3 2015 | $9,333,000 | – | 68,322 | – | 16.90% | – |
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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% |