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 | $889,972 | -7.9% | 3,569 | -3.4% | 0.51% | -5.2% |
| Q2 2023 | $966,213 | +4.5% | 3,695 | 0.0% | 0.54% | +5.5% |
| Q1 2023 | $924,383 | -6.4% | 3,695 | -9.5% | 0.51% | -6.4% |
| Q4 2022 | $987,436 | -0.6% | 4,082 | -9.9% | 0.54% | -7.8% |
| Q3 2022 | $993,000 | -14.5% | 4,531 | -11.7% | 0.59% | -10.7% |
| Q2 2022 | $1,161,000 | -22.0% | 5,132 | -7.5% | 0.66% | -11.7% |
| Q1 2022 | $1,489,000 | -5.2% | 5,548 | -0.0% | 0.75% | -9.9% |
| Q4 2021 | $1,571,000 | +3.0% | 5,550 | -4.2% | 0.83% | -7.6% |
| Q3 2021 | $1,525,000 | -4.7% | 5,796 | -2.7% | 0.90% | -6.6% |
| Q2 2021 | $1,600,000 | +3.4% | 5,956 | +0.2% | 0.96% | -7.5% |
| Q1 2021 | $1,548,000 | +13.4% | 5,946 | +0.1% | 1.04% | +7.8% |
| Q4 2020 | $1,365,000 | +5.4% | 5,940 | -15.0% | 0.97% | -2.1% |
| Q3 2020 | $1,295,000 | +3.5% | 6,989 | -0.6% | 0.99% | -4.9% |
| Q2 2020 | $1,251,000 | +15.5% | 7,032 | -6.6% | 1.04% | -8.3% |
| Q1 2020 | $1,083,000 | -32.7% | 7,527 | -3.8% | 1.13% | -22.2% |
| Q4 2019 | $1,610,000 | – | 7,824 | – | 1.46% | – |
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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% |