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 | $5,671,783 | -3.6% | 22,746 | +1.1% | 2.02% | +0.2% |
| Q2 2023 | $5,885,202 | +5.7% | 22,507 | +1.1% | 2.01% | -1.6% |
| Q1 2023 | $5,568,981 | +103954.2% | 22,262 | +0.6% | 2.04% | -0.7% |
| Q4 2022 | $5,352 | -99.9% | 22,124 | -0.1% | 2.06% | -1.8% |
| Q3 2022 | $4,857,000 | -3.5% | 22,151 | -0.4% | 2.10% | +1.3% |
| Q2 2022 | $5,031,000 | -22.1% | 22,238 | -6.3% | 2.07% | -7.6% |
| Q1 2022 | $6,456,000 | -0.4% | 23,742 | +3.7% | 2.24% | -2.2% |
| Q4 2021 | $6,480,000 | +9.6% | 22,891 | +1.9% | 2.29% | -3.0% |
| Q3 2021 | $5,910,000 | -2.7% | 22,465 | -0.6% | 2.36% | -14.7% |
| Q2 2021 | $6,074,000 | +3.3% | 22,603 | +0.0% | 2.77% | -2.7% |
| Q1 2021 | $5,880,000 | +13.4% | 22,593 | +0.1% | 2.85% | -10.8% |
| Q4 2020 | $5,186,000 | +21.2% | 22,565 | -2.3% | 3.19% | +5.9% |
| Q3 2020 | $4,278,000 | -0.3% | 23,088 | -4.3% | 3.02% | -5.5% |
| Q2 2020 | $4,289,000 | +27.8% | 24,119 | +3.4% | 3.19% | +11.2% |
| Q1 2020 | $3,357,000 | -27.4% | 23,334 | +3.9% | 2.87% | -10.5% |
| Q4 2019 | $4,624,000 | +1.3% | 22,464 | -4.9% | 3.20% | +22.9% |
| Q3 2019 | $4,566,000 | -11.2% | 23,630 | -10.7% | 2.61% | -9.8% |
| Q2 2019 | $5,139,000 | +2.6% | 26,455 | +0.0% | 2.89% | -0.6% |
| Q1 2019 | $5,009,000 | +16.0% | 26,445 | +1.7% | 2.90% | +9.4% |
| Q4 2018 | $4,317,000 | +26.3% | 25,996 | +30.2% | 2.66% | +9.8% |
| Q1 2017 | $3,419,000 | – | 19,967 | – | 2.42% | – |
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% |