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 | $11,221,342 | -0.1% | 45,002 | +4.7% | 4.59% | +1.8% |
| Q2 2023 | $11,235,156 | +4.4% | 42,968 | -0.1% | 4.51% | +5.0% |
| Q1 2023 | $10,762,868 | -11.8% | 43,024 | -14.7% | 4.29% | -19.6% |
| Q4 2022 | $12,205,822 | +12.0% | 50,460 | +1.5% | 5.34% | -16.0% |
| Q3 2022 | $10,902,000 | +4.9% | 49,721 | +8.3% | 6.36% | -0.5% |
| Q2 2022 | $10,390,000 | -22.9% | 45,926 | -8.5% | 6.39% | -15.4% |
| Q1 2022 | $13,471,000 | -2.7% | 50,200 | +2.6% | 7.56% | -8.6% |
| Q4 2021 | $13,848,000 | +9.2% | 48,918 | +1.4% | 8.27% | -1.7% |
| Q3 2021 | $12,687,000 | +1.5% | 48,227 | +3.7% | 8.42% | +1.0% |
| Q2 2021 | $12,496,000 | +1.3% | 46,502 | -1.9% | 8.34% | -23.4% |
| Q1 2021 | $12,335,000 | +20.8% | 47,391 | +6.7% | 10.88% | +19.3% |
| Q4 2020 | $10,208,000 | +20.3% | 44,416 | -3.0% | 9.12% | +14.8% |
| Q3 2020 | $8,485,000 | +7.3% | 45,785 | +3.0% | 7.94% | +14.0% |
| Q2 2020 | $7,908,000 | +6.7% | 44,472 | -13.7% | 6.96% | +23.4% |
| Q1 2020 | $7,410,000 | -24.8% | 51,505 | +7.6% | 5.64% | -0.2% |
| Q4 2019 | $9,849,000 | – | 47,851 | – | 5.66% | – |
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% |