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 | $1,035,417 | -3.4% | 4,152 | +1.3% | 0.24% | -2.0% |
| Q2 2023 | $1,071,666 | -9.0% | 4,098 | -13.0% | 0.24% | +1.2% |
| Q1 2023 | $1,178,035 | +2.9% | 4,709 | -0.5% | 0.24% | -3.6% |
| Q4 2022 | $1,144,350 | +48.2% | 4,731 | +34.3% | 0.25% | +11.1% |
| Q3 2022 | $772,000 | +5.3% | 3,523 | +8.8% | 0.23% | +10.2% |
| Q2 2022 | $733,000 | -5.3% | 3,238 | +12.2% | 0.20% | +4.1% |
| Q1 2022 | $774,000 | -3.6% | 2,885 | +1.7% | 0.20% | +2.6% |
| Q4 2021 | $803,000 | +9.4% | 2,836 | +1.7% | 0.19% | +1.1% |
| Q3 2021 | $734,000 | -3.5% | 2,789 | -1.5% | 0.19% | -3.6% |
| Q2 2021 | $761,000 | +4.8% | 2,831 | +1.4% | 0.20% | +11.3% |
| Q1 2021 | $726,000 | +104.5% | 2,791 | +80.9% | 0.18% | +78.8% |
| Q4 2020 | $355,000 | +24.1% | 1,543 | 0.0% | 0.10% | +3.1% |
| Q3 2020 | $286,000 | +8.3% | 1,543 | +4.0% | 0.10% | +6.7% |
| Q2 2020 | $264,000 | +18.9% | 1,483 | -4.1% | 0.09% | +11.1% |
| Q1 2020 | $222,000 | -30.8% | 1,546 | -0.9% | 0.08% | -15.6% |
| Q4 2019 | $321,000 | +5.6% | 1,560 | -0.7% | 0.10% | +1.1% |
| Q3 2019 | $304,000 | -52.7% | 1,571 | -52.5% | 0.10% | -57.6% |
| Q2 2019 | $643,000 | +52.7% | 3,309 | +48.9% | 0.22% | +40.9% |
| Q1 2019 | $421,000 | +14.7% | 2,222 | +0.5% | 0.16% | 0.0% |
| Q4 2018 | $367,000 | -17.5% | 2,210 | 0.0% | 0.16% | -43.6% |
| Q3 2018 | $445,000 | +12.1% | 2,210 | +8.4% | 0.28% | +6.8% |
| Q2 2018 | $397,000 | – | 2,039 | – | 0.26% | – |
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% |