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 | $519,646 | -4.6% | 2,084 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $544,925 | +11.7% | 2,084 | +6.8% | 0.10% | +2.0% |
| Q1 2023 | $488,063 | -10.5% | 1,951 | -13.4% | 0.10% | -20.0% |
| Q4 2022 | $545,220 | +9.5% | 2,254 | -0.7% | 0.12% | -4.6% |
| Q3 2022 | $498,000 | -2.9% | 2,270 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $513,000 | -14.6% | 2,270 | +1.4% | 0.13% | -6.4% |
| Q1 2022 | $601,000 | -1.2% | 2,238 | +4.1% | 0.14% | -4.8% |
| Q4 2021 | $608,000 | -0.7% | 2,149 | -7.6% | 0.15% | -11.4% |
| Q3 2021 | $612,000 | -1.1% | 2,325 | +1.0% | 0.17% | -1.2% |
| Q2 2021 | $619,000 | +1.6% | 2,303 | -1.7% | 0.17% | -10.6% |
| Q1 2021 | $609,000 | +20.1% | 2,342 | +6.1% | 0.19% | +8.0% |
| Q4 2020 | $507,000 | +91.3% | 2,208 | +54.3% | 0.17% | +64.2% |
| Q3 2020 | $265,000 | +5.2% | 1,431 | +0.9% | 0.11% | +1.0% |
| Q2 2020 | $252,000 | +24.1% | 1,418 | +0.6% | 0.10% | +6.1% |
| Q1 2020 | $203,000 | -25.6% | 1,410 | +6.3% | 0.10% | -24.4% |
| Q4 2019 | $273,000 | +1.5% | 1,327 | -4.5% | 0.13% | -14.4% |
| Q3 2019 | $269,000 | -1.1% | 1,390 | -0.7% | 0.15% | -4.4% |
| Q2 2019 | $272,000 | -1.8% | 1,400 | -4.1% | 0.16% | -9.6% |
| Q1 2019 | $277,000 | +10.4% | 1,460 | -3.4% | 0.18% | -3.8% |
| Q4 2018 | $251,000 | – | 1,512 | – | 0.18% | – |
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% |