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 2022 | $740,000 | -14.8% | 3,271 | +1.0% | 0.37% | -5.4% |
| Q1 2022 | $869,000 | -6.5% | 3,238 | -1.3% | 0.39% | -6.2% |
| Q4 2021 | $929,000 | +8.1% | 3,282 | +0.4% | 0.42% | -7.3% |
| Q3 2021 | $859,000 | +47.6% | 3,268 | +50.8% | 0.45% | +42.7% |
| Q2 2021 | $582,000 | +1.4% | 2,167 | -1.8% | 0.32% | -5.7% |
| Q1 2021 | $574,000 | +13.7% | 2,207 | +0.4% | 0.34% | +8.1% |
| Q4 2020 | $505,000 | +25.6% | 2,199 | +1.5% | 0.31% | +8.0% |
| Q3 2020 | $402,000 | +6.9% | 2,167 | +2.5% | 0.29% | -3.0% |
| Q2 2020 | $376,000 | +24.5% | 2,115 | +0.8% | 0.30% | +3.9% |
| Q1 2020 | $302,000 | – | 2,099 | – | 0.28% | – |
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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% |