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 | $1,582,017 | +1521070.2% | 7,674 | +1823.3% | 0.02% | – |
| Q2 2023 | $104 | +36.8% | 399 | +32.1% | 0.00% | -100.0% |
| Q1 2023 | $76 | -99.8% | 302 | +102.7% | 0.00% | -93.5% |
| Q4 2020 | $34,000 | -100.0% | 149 | -96.7% | 0.03% | -98.4% |
| Q1 2020 | $628,246,000 | +267238.7% | 4,506 | +0.9% | 1.94% | +1100.0% |
| Q4 2019 | $235,000 | +201.3% | 4,465 | +999.8% | 0.16% | +141.8% |
| Q3 2019 | $78,000 | -1.3% | 406 | 0.0% | 0.07% | +3.1% |
| Q2 2019 | $79,000 | +1.3% | 406 | 0.0% | 0.06% | +3.2% |
| Q1 2019 | $78,000 | +5.4% | 406 | 0.0% | 0.06% | -18.2% |
| Q3 2018 | $74,000 | +39.6% | 406 | +52.1% | 0.08% | +54.0% |
| Q2 2018 | $53,000 | +6.0% | 267 | 0.0% | 0.05% | -2.0% |
| Q1 2018 | $50,000 | – | 267 | – | 0.05% | – |
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% |