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 | $2,113,561 | -4.1% | 8,476 | +0.5% | 0.13% | -6.4% |
| Q2 2023 | $2,204,873 | +4.5% | 8,432 | 0.0% | 0.14% | -0.7% |
| Q1 2023 | $2,109,411 | +3.2% | 8,432 | -0.2% | 0.14% | -0.7% |
| Q4 2022 | $2,043,294 | +10.3% | 8,447 | +0.0% | 0.14% | -8.4% |
| Q3 2022 | $1,852,000 | -2.9% | 8,446 | +0.2% | 0.16% | -7.2% |
| Q2 2022 | $1,907,000 | -14.4% | 8,428 | +1.5% | 0.17% | -12.6% |
| Q1 2022 | $2,228,000 | -5.2% | 8,301 | 0.0% | 0.19% | -9.9% |
| Q4 2021 | $2,350,000 | +7.4% | 8,301 | -0.2% | 0.21% | -4.9% |
| Q3 2021 | $2,188,000 | -1.9% | 8,319 | +0.3% | 0.22% | -8.6% |
| Q2 2021 | $2,230,000 | +4.0% | 8,297 | +0.7% | 0.24% | -18.4% |
| Q1 2021 | $2,144,000 | +13.3% | 8,237 | +0.0% | 0.30% | -14.8% |
| Q4 2020 | $1,893,000 | +24.2% | 8,236 | +0.1% | 0.35% | +3.8% |
| Q3 2020 | $1,524,000 | +4.2% | 8,224 | -0.0% | 0.34% | -1.7% |
| Q2 2020 | $1,463,000 | +24.7% | 8,225 | +0.9% | 0.34% | +7.5% |
| Q1 2020 | $1,173,000 | -19.2% | 8,155 | +15.7% | 0.32% | -31.0% |
| Q4 2019 | $1,451,000 | +145000.0% | 7,048 | +100585.7% | 0.46% | +46300.0% |
| Q1 2018 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,000 | – | 7 | – | 0.00% | – |
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% |