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 | $605,032 | -4.9% | 2,426 | -0.2% | 0.09% | 0.0% |
| Q2 2023 | $635,879 | +3.4% | 2,432 | -1.1% | 0.09% | -4.4% |
| Q1 2023 | $614,886 | +1.0% | 2,458 | -2.3% | 0.09% | -6.2% |
| Q4 2022 | $609,000 | +20.4% | 2,517 | +9.1% | 0.10% | +15.7% |
| Q3 2022 | $506,000 | -4.9% | 2,307 | -2.0% | 0.08% | +20.3% |
| Q2 2022 | $532,000 | -15.7% | 2,354 | +0.0% | 0.07% | -25.0% |
| Q1 2022 | $631,000 | +1.4% | 2,353 | +7.1% | 0.09% | +4.5% |
| Q4 2021 | $622,000 | +11.7% | 2,197 | +3.7% | 0.09% | +2.3% |
| Q3 2021 | $557,000 | +2.0% | 2,119 | +4.3% | 0.09% | -2.3% |
| Q2 2021 | $546,000 | +5.4% | 2,032 | +2.2% | 0.09% | -4.3% |
| Q1 2021 | $518,000 | +11.9% | 1,989 | -1.2% | 0.09% | -3.2% |
| Q4 2020 | $463,000 | – | 2,013 | – | 0.10% | – |
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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% |