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 | $256,831 | -4.6% | 1,030 | 0.0% | 0.18% | +1.7% |
| Q2 2023 | $269,325 | +169.2% | 1,030 | +157.5% | 0.18% | +157.1% |
| Q1 2023 | $100,064 | +3.4% | 400 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $96,756 | +10.0% | 400 | 0.0% | 0.07% | -1.4% |
| Q3 2022 | $88,000 | -2.2% | 400 | 0.0% | 0.07% | +6.1% |
| Q2 2022 | $90,000 | -15.9% | 400 | 0.0% | 0.07% | +4.8% |
| Q1 2022 | $107,000 | -5.3% | 400 | 0.0% | 0.06% | +6.8% |
| Q4 2021 | $113,000 | +7.6% | 400 | 0.0% | 0.06% | -3.3% |
| Q3 2021 | $105,000 | +94.4% | 400 | +100.0% | 0.06% | +96.8% |
| Q2 2021 | $54,000 | +3.8% | 200 | 0.0% | 0.03% | -8.8% |
| Q1 2021 | $52,000 | +13.0% | 200 | 0.0% | 0.03% | +3.0% |
| Q4 2020 | $46,000 | +24.3% | 200 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $37,000 | +2.8% | 200 | 0.0% | 0.03% | -15.0% |
| Q2 2020 | $36,000 | +24.1% | 200 | 0.0% | 0.04% | +8.1% |
| Q1 2020 | $29,000 | -61.8% | 200 | -46.1% | 0.04% | -41.3% |
| Q4 2019 | $76,000 | +5.6% | 371 | 0.0% | 0.06% | -8.7% |
| Q3 2019 | $72,000 | 0.0% | 371 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $72,000 | +2.9% | 371 | 0.0% | 0.07% | -4.2% |
| Q1 2019 | $70,000 | +12.9% | 371 | 0.0% | 0.07% | -6.5% |
| Q4 2018 | $62,000 | – | 371 | – | 0.08% | – |
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% |