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 | $237,927 | -40.4% | 951 | -37.7% | 0.02% | -30.6% |
| Q2 2023 | $399,175 | -9.4% | 1,526 | -13.3% | 0.04% | -14.3% |
| Q1 2023 | $440,434 | +73.5% | 1,760 | +67.8% | 0.04% | +50.0% |
| Q4 2022 | $253,818 | -69.2% | 1,049 | -71.2% | 0.03% | -77.2% |
| Q2 2022 | $824,000 | -15.6% | 3,644 | +0.1% | 0.12% | +12.8% |
| Q1 2022 | $976,000 | -9.0% | 3,639 | -3.9% | 0.11% | -2.7% |
| Q4 2021 | $1,072,000 | +7.2% | 3,788 | -0.4% | 0.11% | -2.6% |
| Q3 2021 | $1,000,000 | -72.0% | 3,803 | -71.3% | 0.12% | -73.6% |
| Q2 2021 | $3,566,000 | -0.5% | 13,268 | -3.6% | 0.44% | -39.5% |
| Q1 2021 | $3,584,000 | +833.3% | 13,769 | +723.5% | 0.72% | +798.8% |
| Q4 2020 | $384,000 | -4.5% | 1,672 | -23.0% | 0.08% | +23.1% |
| Q3 2020 | $402,000 | -35.9% | 2,172 | -38.4% | 0.06% | -39.3% |
| Q2 2020 | $627,000 | +18.3% | 3,524 | -4.4% | 0.11% | -5.3% |
| Q1 2020 | $530,000 | -2.0% | 3,687 | +40.4% | 0.11% | +31.4% |
| Q4 2019 | $541,000 | – | 2,626 | – | 0.09% | – |
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% |