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 | $579,917 | -5.9% | 2,318 | -1.6% | 0.16% | +3.8% |
| Q2 2023 | $616,047 | +5.8% | 2,356 | +1.2% | 0.16% | +1.3% |
| Q1 2023 | $582,372 | -18.0% | 2,328 | -20.7% | 0.16% | -18.8% |
| Q4 2022 | $710,189 | +54.7% | 2,936 | +40.3% | 0.19% | +49.2% |
| Q3 2022 | $459,000 | -1.3% | 2,092 | +1.7% | 0.13% | -0.8% |
| Q2 2022 | $465,000 | -13.6% | 2,057 | +2.6% | 0.13% | +4.9% |
| Q1 2022 | $538,000 | +5.3% | 2,005 | +11.1% | 0.12% | +6.0% |
| Q4 2021 | $511,000 | +1.6% | 1,805 | -5.6% | 0.12% | -7.9% |
| Q3 2021 | $503,000 | +105.3% | 1,912 | +109.6% | 0.13% | +96.9% |
| Q2 2021 | $245,000 | +3.4% | 912 | 0.0% | 0.06% | -8.6% |
| Q1 2021 | $237,000 | +12.9% | 912 | 0.0% | 0.07% | +4.5% |
| Q4 2020 | $210,000 | -45.7% | 912 | -51.4% | 0.07% | -61.0% |
| Q4 2019 | $387,000 | +6.6% | 1,878 | 0.0% | 0.17% | +0.6% |
| Q3 2019 | $363,000 | +3.7% | 1,878 | +4.2% | 0.17% | -1.2% |
| Q2 2019 | $350,000 | +16.3% | 1,802 | +13.5% | 0.17% | +10.9% |
| Q1 2019 | $301,000 | – | 1,588 | – | 0.16% | – |
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% |