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 | $2,353,191 | -6.7% | 9,401 | -2.5% | 0.24% | +5.8% |
| Q2 2023 | $2,521,567 | +2.8% | 9,643 | -1.7% | 0.22% | -7.5% |
| Q1 2023 | $2,453,119 | -1.5% | 9,806 | -4.7% | 0.24% | -6.6% |
| Q4 2022 | $2,490,097 | +7.2% | 10,294 | -2.8% | 0.26% | -10.7% |
| Q3 2022 | $2,322,000 | +215.5% | 10,588 | +225.4% | 0.29% | -31.7% |
| Q2 2022 | $736,000 | -35.8% | 3,254 | -22.7% | 0.42% | -29.7% |
| Q1 2022 | $1,147,000 | -3.8% | 4,212 | +0.0% | 0.60% | -2.1% |
| Q4 2021 | $1,192,000 | +5.2% | 4,210 | -2.2% | 0.62% | -6.1% |
| Q3 2021 | $1,133,000 | +6.2% | 4,306 | +8.4% | 0.66% | -1.2% |
| Q2 2021 | $1,067,000 | +3.3% | 3,972 | +0.1% | 0.66% | -12.5% |
| Q1 2021 | $1,033,000 | +30.4% | 3,970 | +15.3% | 0.76% | +20.9% |
| Q4 2020 | $792,000 | -3.1% | 3,444 | -21.9% | 0.63% | -5.4% |
| Q3 2020 | $817,000 | -38.4% | 4,411 | -40.8% | 0.66% | -44.8% |
| Q2 2020 | $1,326,000 | -9.0% | 7,457 | -26.4% | 1.20% | -37.8% |
| Q1 2020 | $1,457,000 | +62.8% | 10,130 | +132.9% | 1.93% | +66.7% |
| Q4 2019 | $895,000 | – | 4,350 | – | 1.16% | – |
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% |