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 | $10,318,269 | -3.7% | 41,381 | +1.0% | 4.68% | -2.7% |
| Q2 2023 | $10,715,787 | +5.8% | 40,981 | +1.3% | 4.81% | -6.8% |
| Q1 2023 | $10,124,777 | +6.3% | 40,473 | +2.8% | 5.16% | -5.9% |
| Q4 2022 | $9,520,906 | +12.2% | 39,360 | +1.7% | 5.48% | +7.3% |
| Q3 2022 | $8,487,000 | -2.4% | 38,708 | +0.7% | 5.11% | +2.8% |
| Q2 2022 | $8,695,000 | -12.9% | 38,438 | +3.3% | 4.97% | +4.8% |
| Q1 2022 | $9,988,000 | -2.6% | 37,224 | +2.7% | 4.74% | -0.5% |
| Q4 2021 | $10,256,000 | +8.8% | 36,230 | +1.1% | 4.76% | +2.7% |
| Q3 2021 | $9,423,000 | +0.8% | 35,822 | +3.0% | 4.64% | -4.3% |
| Q2 2021 | $9,344,000 | +6.6% | 34,773 | +3.2% | 4.85% | -3.0% |
| Q1 2021 | $8,769,000 | +14.4% | 33,691 | +1.0% | 5.00% | +7.6% |
| Q4 2020 | $7,662,000 | +24.2% | 33,341 | +0.1% | 4.64% | +4.9% |
| Q3 2020 | $6,170,000 | +3.0% | 33,296 | -1.1% | 4.42% | -6.3% |
| Q2 2020 | $5,988,000 | +22.9% | 33,675 | -0.6% | 4.72% | -6.8% |
| Q1 2020 | $4,873,000 | -29.8% | 33,875 | +0.4% | 5.07% | -13.2% |
| Q4 2019 | $6,942,000 | – | 33,728 | – | 5.84% | – |
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% |