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 2022 | $4,689,000 | -0.4% | 21,385 | +2.8% | 0.13% | -0.8% |
| Q2 2022 | $4,706,000 | -34.6% | 20,801 | -22.4% | 0.13% | -22.4% |
| Q1 2022 | $7,195,000 | -0.3% | 26,813 | +5.2% | 0.17% | -7.6% |
| Q4 2021 | $7,217,000 | +26.8% | 25,494 | +17.8% | 0.18% | +8.2% |
| Q3 2021 | $5,692,000 | +26.5% | 21,637 | +29.2% | 0.17% | +6.9% |
| Q2 2021 | $4,501,000 | +67.1% | 16,750 | +61.9% | 0.16% | +17.8% |
| Q1 2021 | $2,693,000 | +104.2% | 10,345 | +80.3% | 0.14% | +37.8% |
| Q4 2020 | $1,319,000 | +90.9% | 5,738 | +53.8% | 0.10% | +58.1% |
| Q3 2020 | $691,000 | +25.6% | 3,731 | +20.7% | 0.06% | -25.3% |
| Q2 2020 | $550,000 | +94.3% | 3,092 | +125.0% | 0.08% | -31.4% |
| Q4 2019 | $283,000 | – | 1,374 | – | 0.12% | – |
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% |