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 | $23,346,026 | -2.8% | 95,344 | +3.8% | 3.17% | -2.2% |
| Q2 2023 | $24,006,641 | +8.0% | 91,811 | +3.4% | 3.24% | -5.7% |
| Q1 2023 | $22,220,593 | +7.7% | 88,826 | +4.2% | 3.44% | +8.4% |
| Q4 2022 | $20,625,983 | +16.5% | 85,270 | +5.6% | 3.17% | +7.5% |
| Q3 2022 | $17,710,000 | +2.7% | 80,770 | +6.0% | 2.95% | +12.2% |
| Q2 2022 | $17,243,000 | -11.2% | 76,219 | +5.3% | 2.63% | -2.8% |
| Q1 2022 | $19,416,000 | +12.9% | 72,357 | +19.1% | 2.71% | +10.8% |
| Q4 2021 | $17,205,000 | +18.6% | 60,777 | +10.2% | 2.45% | +6.8% |
| Q3 2021 | $14,509,000 | +5.5% | 55,153 | +7.8% | 2.29% | +3.9% |
| Q2 2021 | $13,753,000 | +7.9% | 51,176 | +4.5% | 2.21% | +1.0% |
| Q1 2021 | $12,743,000 | +14.5% | 48,959 | +1.1% | 2.18% | +5.3% |
| Q4 2020 | $11,127,000 | +25.7% | 48,414 | +1.4% | 2.08% | +6.0% |
| Q3 2020 | $8,851,000 | +31.6% | 47,764 | +26.3% | 1.96% | +24.2% |
| Q2 2020 | $6,727,000 | +60.5% | 37,828 | +29.8% | 1.58% | +39.6% |
| Q1 2020 | $4,192,000 | -30.4% | 29,138 | -0.5% | 1.13% | -10.8% |
| Q4 2019 | $6,025,000 | +5.2% | 29,273 | -0.2% | 1.27% | +0.2% |
| Q3 2019 | $5,727,000 | +3.4% | 29,323 | +2.9% | 1.26% | -2.5% |
| Q2 2019 | $5,537,000 | +3.3% | 28,501 | +0.7% | 1.30% | -2.3% |
| Q1 2019 | $5,359,000 | +16.5% | 28,292 | +2.1% | 1.33% | -1.8% |
| Q4 2018 | $4,600,000 | – | 27,702 | – | 1.35% | – |
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% |