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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $321,771 | +9.4% | 1,161 | -1.6% | 0.04% | 0.0% |
| Q3 2023 | $294,233 | -34.4% | 1,180 | -31.2% | 0.04% | -34.0% |
| Q2 2023 | $448,438 | +32.2% | 1,715 | +26.5% | 0.05% | +26.2% |
| Q1 2023 | $339,217 | -13.8% | 1,356 | -16.6% | 0.04% | -16.0% |
| Q4 2022 | $393,313 | +4.3% | 1,626 | -5.4% | 0.05% | -5.7% |
| Q3 2022 | $377,000 | -3.1% | 1,719 | 0.0% | 0.05% | +1.9% |
| Q2 2022 | $389,000 | -13.6% | 1,719 | +2.6% | 0.05% | 0.0% |
| Q1 2022 | $450,000 | +13.1% | 1,676 | +19.2% | 0.05% | +18.2% |
| Q4 2021 | $398,000 | – | 1,406 | 0.0% | 0.04% | – |
| Q3 2021 | $0 | – | 1,406 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1,406 | +1.4% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | 0.0% | 1,387 | 0.0% | 0.13% | -10.9% |
| Q4 2020 | $1,000,000 | +289.1% | 1,387 | 0.0% | 0.15% | +241.9% |
| Q3 2020 | $257,000 | -62.2% | 1,387 | -70.6% | 0.04% | -73.0% |
| Q1 2020 | $680,000 | -51.1% | 4,725 | -30.0% | 0.16% | -47.7% |
| Q4 2019 | $1,390,000 | +8.8% | 6,752 | +2.2% | 0.30% | 0.0% |
| Q3 2019 | $1,277,000 | – | 6,609 | – | 0.30% | – |
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% |