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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,912,103 | +2.3% | 11,137 | -2.1% | 0.85% | -2.1% |
| Q1 2023 | $2,845,320 | +1.6% | 11,374 | -1.7% | 0.87% | -0.1% |
| Q4 2022 | $2,799,635 | +4.8% | 11,574 | -5.0% | 0.87% | -6.1% |
| Q3 2022 | $2,672,000 | -10.5% | 12,186 | -7.7% | 0.93% | -6.7% |
| Q2 2022 | $2,985,000 | -15.7% | 13,196 | 0.0% | 1.00% | +0.1% |
| Q1 2022 | $3,541,000 | -6.9% | 13,196 | -1.8% | 0.99% | -6.0% |
| Q4 2021 | $3,804,000 | +7.5% | 13,437 | -0.1% | 1.06% | +1.3% |
| Q3 2021 | $3,538,000 | -4.1% | 13,448 | -2.0% | 1.04% | -4.0% |
| Q2 2021 | $3,689,000 | -11.1% | 13,729 | -13.8% | 1.09% | -16.3% |
| Q1 2021 | $4,148,000 | +3.6% | 15,936 | -8.5% | 1.30% | -2.5% |
| Q4 2020 | $4,005,000 | +13.8% | 17,425 | -2.1% | 1.33% | +3.4% |
| Q3 2020 | $3,519,000 | -24.2% | 17,798 | -31.3% | 1.29% | -30.1% |
| Q2 2020 | $4,645,000 | -33.3% | 25,902 | -49.1% | 1.84% | -43.0% |
| Q1 2020 | $6,960,000 | -35.8% | 50,850 | -3.4% | 3.23% | -25.5% |
| Q4 2019 | $10,839,000 | +8.1% | 52,663 | +1.5% | 4.34% | +2.0% |
| Q3 2019 | $10,027,000 | -2.7% | 51,893 | -2.2% | 4.25% | +0.1% |
| Q2 2019 | $10,310,000 | +3.2% | 53,066 | +0.6% | 4.25% | -6.0% |
| Q1 2019 | $9,987,000 | +67.8% | 52,732 | +47.1% | 4.52% | +12.7% |
| Q4 2018 | $5,951,000 | – | 35,839 | – | 4.01% | – |
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% |