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 2023 | $4,146,546 | +1.8% | 15,858 | -2.6% | 3.34% | +2.8% |
| Q1 2023 | $4,073,602 | +81929.8% | 16,284 | -20.7% | 3.24% | -12.7% |
| Q4 2022 | $4,966 | -99.9% | 20,531 | -3.2% | 3.72% | +3.2% |
| Q3 2022 | $4,649,000 | -10.5% | 21,200 | -7.6% | 3.60% | +1.8% |
| Q2 2022 | $5,192,000 | -10.4% | 22,950 | +6.2% | 3.54% | +0.9% |
| Q1 2022 | $5,796,000 | +11.5% | 21,600 | +17.7% | 3.51% | +11.5% |
| Q4 2021 | $5,196,000 | +17.4% | 18,356 | +9.1% | 3.14% | +5.8% |
| Q3 2021 | $4,425,000 | +4.1% | 16,819 | +6.3% | 2.97% | +2.4% |
| Q2 2021 | $4,252,000 | +12.5% | 15,825 | +8.9% | 2.90% | +0.6% |
| Q1 2021 | $3,781,000 | +39.2% | 14,528 | +22.9% | 2.88% | +23.7% |
| Q4 2020 | $2,717,000 | +42.5% | 11,820 | +14.9% | 2.33% | +28.5% |
| Q3 2020 | $1,907,000 | +57.9% | 10,291 | +51.5% | 1.82% | +39.2% |
| Q2 2020 | $1,208,000 | +45.2% | 6,792 | +17.5% | 1.30% | +24.4% |
| Q1 2020 | $832,000 | -36.1% | 5,782 | -8.6% | 1.05% | -18.7% |
| Q4 2019 | $1,303,000 | +5.8% | 6,329 | -3.2% | 1.29% | +9.6% |
| Q3 2019 | $1,231,000 | -3.6% | 6,541 | +0.5% | 1.18% | -1.5% |
| Q2 2019 | $1,277,000 | +4.5% | 6,508 | +0.8% | 1.20% | +2.3% |
| Q1 2019 | $1,222,000 | +8.3% | 6,454 | +4.8% | 1.17% | +6.0% |
| Q4 2018 | $1,128,000 | – | 6,157 | – | 1.10% | – |
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% |