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 | $3,243,996 | +4.7% | 12,406 | +0.2% | 0.16% | -2.5% |
| Q1 2023 | $3,098,746 | +153000.1% | 12,387 | +48.0% | 0.16% | +51.9% |
| Q4 2022 | $2,024 | -99.9% | 8,367 | +1.1% | 0.11% | 0.0% |
| Q3 2022 | $1,814,000 | -2.6% | 8,274 | +0.5% | 0.11% | +8.2% |
| Q2 2022 | $1,863,000 | +380.2% | 8,236 | +469.6% | 0.10% | +415.8% |
| Q1 2022 | $388,000 | -5.1% | 1,446 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $409,000 | +7.6% | 1,446 | 0.0% | 0.02% | -9.5% |
| Q3 2021 | $380,000 | -2.3% | 1,446 | 0.0% | 0.02% | -8.7% |
| Q2 2021 | $389,000 | +3.5% | 1,446 | 0.0% | 0.02% | -14.8% |
| Q1 2021 | $376,000 | +13.3% | 1,446 | 0.0% | 0.03% | -6.9% |
| Q4 2020 | $332,000 | +23.9% | 1,446 | 0.0% | 0.03% | +7.4% |
| Q3 2020 | $268,000 | -57.5% | 1,446 | -59.3% | 0.03% | -61.4% |
| Q2 2020 | $631,000 | +23.5% | 3,551 | 0.0% | 0.07% | +1.4% |
| Q1 2020 | $511,000 | – | 3,551 | – | 0.07% | – |
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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% |