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 | $411,426 | +6.2% | 1,650 | +11.4% | 0.35% | +9.5% |
| Q2 2023 | $387,251 | -65.4% | 1,481 | -66.9% | 0.32% | -63.7% |
| Q1 2023 | $1,119,715 | +95.2% | 4,476 | +88.7% | 0.87% | +100.9% |
| Q4 2022 | $573,762 | -14.6% | 2,372 | -22.6% | 0.43% | -27.0% |
| Q3 2022 | $672,000 | -40.8% | 3,066 | -39.0% | 0.59% | -36.0% |
| Q2 2022 | $1,136,000 | -22.2% | 5,025 | -7.6% | 0.93% | -5.7% |
| Q1 2022 | $1,460,000 | -4.4% | 5,441 | +0.9% | 0.98% | -5.4% |
| Q4 2021 | $1,527,000 | +76.1% | 5,394 | +63.6% | 1.04% | +51.2% |
| Q3 2021 | $867,000 | -1.6% | 3,297 | +0.6% | 0.69% | +3.0% |
| Q2 2021 | $881,000 | +4.5% | 3,278 | +1.2% | 0.67% | -1.6% |
| Q1 2021 | $843,000 | +24.2% | 3,238 | +9.6% | 0.68% | +21.9% |
| Q4 2020 | $679,000 | – | 2,955 | – | 0.56% | – |
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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% |