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 | $439,499 | -2.7% | 1,763 | +2.0% | 0.18% | +3.5% |
| Q2 2023 | $451,727 | +4.8% | 1,728 | +0.3% | 0.17% | -2.3% |
| Q1 2023 | $430,910 | +3.8% | 1,723 | +0.4% | 0.18% | -2.2% |
| Q4 2022 | $415,072 | +11.6% | 1,716 | +1.0% | 0.18% | +7.8% |
| Q3 2022 | $372,000 | +16.6% | 1,699 | +20.3% | 0.17% | +0.6% |
| Q2 2022 | $319,000 | -21.0% | 1,412 | -6.3% | 0.16% | -27.0% |
| Q1 2022 | $404,000 | -8.6% | 1,507 | -3.5% | 0.23% | -3.4% |
| Q4 2021 | $442,000 | +8.3% | 1,562 | +0.7% | 0.23% | -2.1% |
| Q3 2021 | $408,000 | -87.2% | 1,551 | -96.2% | 0.24% | -87.2% |
| Q2 2021 | $3,188,000 | +597.6% | 40,414 | +2200.2% | 1.87% | +643.3% |
| Q1 2021 | $457,000 | +13.1% | 1,757 | 0.0% | 0.25% | +16.7% |
| Q4 2020 | $404,000 | +25.5% | 1,757 | +1.0% | 0.22% | +12.5% |
| Q3 2020 | $322,000 | -2.1% | 1,739 | -6.1% | 0.19% | -1.5% |
| Q2 2020 | $329,000 | – | 1,851 | – | 0.20% | – |
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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% |