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 | $67,561,000 | -17.9% | 298,638 | -2.7% | 4.86% | -8.3% |
| Q1 2022 | $82,334,000 | -3.7% | 306,829 | +1.6% | 5.31% | -3.7% |
| Q4 2021 | $85,502,000 | +11.4% | 302,041 | +3.5% | 5.51% | +0.5% |
| Q3 2021 | $76,782,000 | +4.5% | 291,869 | +6.8% | 5.48% | +1.9% |
| Q2 2021 | $73,447,000 | +9.9% | 273,310 | +6.4% | 5.38% | +0.4% |
| Q1 2021 | $66,852,000 | +17.4% | 256,848 | +3.7% | 5.36% | +6.5% |
| Q4 2020 | $56,929,000 | +30.1% | 247,702 | +4.9% | 5.03% | +10.6% |
| Q3 2020 | $43,769,000 | +7.6% | 236,191 | +3.2% | 4.55% | -0.5% |
| Q2 2020 | $40,683,000 | +27.8% | 228,786 | +3.4% | 4.57% | +4.7% |
| Q1 2020 | $31,831,000 | -30.6% | 221,264 | -0.7% | 4.36% | -20.4% |
| Q4 2019 | $45,846,000 | +16.0% | 222,748 | +8.9% | 5.48% | +3.0% |
| Q3 2019 | $39,525,000 | +10.5% | 204,551 | +11.1% | 5.32% | +2.7% |
| Q2 2019 | $35,768,000 | +17.5% | 184,122 | +14.6% | 5.19% | +6.8% |
| Q1 2019 | $30,435,000 | +38.4% | 160,691 | +21.3% | 4.86% | +15.5% |
| Q4 2018 | $21,993,000 | -25.9% | 132,439 | -10.1% | 4.20% | -26.1% |
| Q3 2018 | $29,663,000 | +50.8% | 147,364 | +45.9% | 5.69% | +8.3% |
| Q2 2018 | $19,675,000 | +35.1% | 101,011 | +30.1% | 5.25% | -8.3% |
| Q1 2018 | $14,560,000 | +17.5% | 77,626 | +18.9% | 5.73% | +1.1% |
| Q4 2017 | $12,391,000 | – | 65,291 | – | 5.67% | – |
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% |