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 | $532,113 | -8.4% | 2,134 | -3.9% | 0.22% | -8.3% |
| Q2 2023 | $580,747 | +106655.0% | 2,221 | +2.1% | 0.24% | -2.4% |
| Q1 2023 | $544 | -3.4% | 2,175 | -6.5% | 0.25% | -9.2% |
| Q4 2022 | $563 | -99.6% | 2,327 | +280.2% | 0.27% | +155.1% |
| Q3 2022 | $134,000 | -76.4% | 612 | -75.6% | 0.11% | -54.5% |
| Q2 2022 | $567,000 | -10.8% | 2,505 | +5.7% | 0.24% | -4.5% |
| Q1 2022 | $636,000 | -4.5% | 2,370 | +0.7% | 0.25% | -15.5% |
| Q4 2021 | $666,000 | +2.8% | 2,354 | -4.5% | 0.29% | -2.3% |
| Q3 2021 | $648,000 | -3.7% | 2,464 | -1.6% | 0.30% | -8.0% |
| Q2 2021 | $673,000 | +3.1% | 2,504 | -0.2% | 0.32% | +9.5% |
| Q1 2021 | $653,000 | +13.4% | 2,510 | +0.0% | 0.30% | +11.7% |
| Q4 2020 | $576,000 | +22.8% | 2,509 | -0.9% | 0.26% | +0.8% |
| Q3 2020 | $469,000 | +6.3% | 2,533 | +2.1% | 0.26% | -4.0% |
| Q2 2020 | $441,000 | -16.6% | 2,480 | -3.6% | 0.27% | -20.3% |
| Q4 2019 | $529,000 | – | 2,572 | – | 0.34% | – |
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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% |