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 | $5,138,427 | -15.8% | 20,607 | -11.7% | 0.26% | -12.2% |
| Q2 2023 | $6,105,150 | +5.6% | 23,348 | +1.0% | 0.29% | -17.2% |
| Q1 2023 | $5,784,001 | +5.2% | 23,121 | +1.7% | 0.36% | -9.0% |
| Q4 2022 | $5,497,452 | +12.8% | 22,727 | +2.2% | 0.39% | -3.0% |
| Q3 2022 | $4,874,000 | +1.0% | 22,227 | +4.2% | 0.40% | 0.0% |
| Q2 2022 | $4,825,000 | -8.5% | 21,326 | +8.5% | 0.40% | +7.2% |
| Q1 2022 | $5,274,000 | +6.3% | 19,653 | +12.1% | 0.38% | +1.1% |
| Q4 2021 | $4,963,000 | +61.1% | 17,532 | +49.7% | 0.37% | -12.1% |
| Q3 2021 | $3,081,000 | -7.2% | 11,713 | -5.2% | 0.42% | -29.0% |
| Q2 2021 | $3,320,000 | +6.3% | 12,353 | +2.9% | 0.59% | -1.7% |
| Q1 2021 | $3,123,000 | +151.0% | 12,000 | +121.7% | 0.60% | +79.2% |
| Q4 2020 | $1,244,000 | +945.4% | 5,412 | +706.6% | 0.34% | +410.6% |
| Q2 2020 | $119,000 | -55.6% | 671 | -63.9% | 0.07% | -76.0% |
| Q1 2020 | $268,000 | -51.4% | 1,860 | -30.4% | 0.28% | -43.5% |
| Q4 2019 | $552,000 | +5.1% | 2,673 | -1.6% | 0.49% | -11.5% |
| Q3 2019 | $525,000 | -2.8% | 2,716 | -2.3% | 0.55% | -11.3% |
| Q2 2019 | $540,000 | +2.5% | 2,781 | -0.0% | 0.62% | -10.8% |
| Q1 2019 | $527,000 | -27.1% | 2,782 | -29.5% | 0.70% | +4.4% |
| Q4 2018 | $723,000 | – | 3,948 | – | 0.67% | – |
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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% |