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 | $611,406 | +9.9% | 2,452 | +15.2% | 0.02% | +30.8% |
| Q2 2023 | $556,429 | +10.8% | 2,128 | +6.0% | 0.01% | 0.0% |
| Q1 2023 | $502,202 | -21.7% | 2,008 | -24.3% | 0.01% | -35.0% |
| Q4 2022 | $641,492 | +0.9% | 2,652 | -8.6% | 0.02% | +33.3% |
| Q3 2022 | $636,000 | -5.6% | 2,900 | -2.7% | 0.02% | -16.7% |
| Q2 2022 | $674,000 | -15.9% | 2,981 | -0.2% | 0.02% | -10.0% |
| Q1 2022 | $801,000 | +212.9% | 2,986 | +229.9% | 0.02% | +150.0% |
| Q4 2021 | $256,000 | +14.3% | 905 | +6.3% | 0.01% | +33.3% |
| Q3 2021 | $224,000 | +115.4% | 851 | +119.3% | 0.01% | +100.0% |
| Q2 2021 | $104,000 | +352.2% | 388 | +340.9% | 0.00% | +200.0% |
| Q1 2021 | $23,000 | +64.3% | 88 | +35.4% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | -88.6% | 65 | -90.2% | 0.00% | -85.7% |
| Q3 2020 | $123,000 | +92.2% | 665 | +82.2% | 0.01% | +75.0% |
| Q2 2020 | $64,000 | +39.1% | 365 | +12.0% | 0.00% | 0.0% |
| Q1 2020 | $46,000 | -31.3% | 326 | -0.3% | 0.00% | -20.0% |
| Q4 2019 | $67,000 | – | 327 | – | 0.01% | – |
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% |