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 | $1,594 | -4.6% | 6,392 | 0.0% | 0.52% | +8.8% |
| Q2 2023 | $1,671 | +5.4% | 6,392 | +0.9% | 0.48% | +16.1% |
| Q1 2023 | $1,585 | +1.0% | 6,338 | -2.4% | 0.41% | +0.5% |
| Q4 2022 | $1,570 | -99.9% | 6,491 | +0.5% | 0.41% | +1.5% |
| Q3 2022 | $1,417,000 | -10.3% | 6,461 | -7.4% | 0.40% | +0.2% |
| Q2 2022 | $1,579,000 | -9.7% | 6,978 | +7.1% | 0.40% | +4.2% |
| Q1 2022 | $1,749,000 | -9.2% | 6,517 | -4.2% | 0.38% | -5.7% |
| Q4 2021 | $1,927,000 | +7.7% | 6,806 | +0.0% | 0.41% | -3.6% |
| Q3 2021 | $1,790,000 | -2.1% | 6,805 | 0.0% | 0.42% | -9.4% |
| Q2 2021 | $1,829,000 | +3.3% | 6,805 | +0.0% | 0.47% | -4.5% |
| Q1 2021 | $1,771,000 | +12.6% | 6,804 | -0.6% | 0.49% | +1.0% |
| Q4 2020 | $1,573,000 | +23.7% | 6,842 | -0.3% | 0.48% | +3.6% |
| Q3 2020 | $1,272,000 | -10.0% | 6,862 | -13.7% | 0.47% | -16.5% |
| Q2 2020 | $1,414,000 | +20.1% | 7,951 | -2.8% | 0.56% | -0.2% |
| Q1 2020 | $1,177,000 | -29.9% | 8,183 | +0.2% | 0.56% | -17.3% |
| Q4 2019 | $1,680,000 | +8.2% | 8,163 | +1.6% | 0.68% | -11.4% |
| Q3 2019 | $1,553,000 | -4.4% | 8,037 | -3.9% | 0.76% | -13.0% |
| Q2 2019 | $1,624,000 | +2.5% | 8,362 | +0.0% | 0.88% | -2.3% |
| Q1 2019 | $1,584,000 | +304.1% | 8,361 | +254.3% | 0.90% | +380.2% |
| Q4 2018 | $392,000 | -75.3% | 2,360 | -71.1% | 0.19% | -80.9% |
| Q3 2018 | $1,590,000 | – | 8,157 | – | 0.98% | – |
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% |