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 | $519,146 | -4.6% | 2,082 | 0.0% | 0.48% | +1.5% |
| Q2 2023 | $544,401 | +4.1% | 2,082 | -0.4% | 0.47% | +8.3% |
| Q1 2023 | $523,085 | -1.3% | 2,091 | -4.5% | 0.44% | +0.2% |
| Q4 2022 | $529,739 | +9.2% | 2,190 | -1.1% | 0.44% | +26.8% |
| Q3 2022 | $485,000 | +29.7% | 2,215 | +33.8% | 0.34% | -13.4% |
| Q2 2022 | $374,000 | -37.0% | 1,655 | -25.3% | 0.40% | +22.2% |
| Q1 2022 | $594,000 | -13.8% | 2,215 | -9.0% | 0.32% | -10.7% |
| Q4 2021 | $689,000 | +7.7% | 2,435 | 0.0% | 0.36% | +1.4% |
| Q3 2021 | $640,000 | -2.1% | 2,435 | 0.0% | 0.36% | -0.6% |
| Q2 2021 | $654,000 | +7.0% | 2,435 | +3.6% | 0.36% | +0.8% |
| Q1 2021 | $611,000 | +13.1% | 2,350 | 0.0% | 0.36% | +5.9% |
| Q4 2020 | $540,000 | +8.7% | 2,350 | -12.5% | 0.34% | -4.8% |
| Q3 2020 | $497,000 | +4.4% | 2,685 | +0.2% | 0.35% | -9.0% |
| Q2 2020 | $476,000 | +23.6% | 2,679 | +0.1% | 0.39% | -4.0% |
| Q1 2020 | $385,000 | -30.8% | 2,677 | -0.9% | 0.40% | -12.7% |
| Q4 2019 | $556,000 | – | 2,702 | – | 0.46% | – |
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% |