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 | $378,889 | -10.7% | 1,520 | -6.3% | 0.09% | -8.3% |
| Q2 2023 | $424,254 | -49.5% | 1,623 | -51.7% | 0.10% | -54.1% |
| Q1 2023 | $839,725 | -1.9% | 3,357 | -5.1% | 0.21% | -10.3% |
| Q4 2022 | $856,106 | +6.7% | 3,539 | -3.2% | 0.23% | -2.9% |
| Q3 2022 | $802,000 | +3.5% | 3,657 | +6.8% | 0.24% | +4.3% |
| Q2 2022 | $775,000 | -16.4% | 3,424 | -0.9% | 0.23% | -3.0% |
| Q1 2022 | $927,000 | -2.3% | 3,456 | +3.1% | 0.24% | +5.3% |
| Q4 2021 | $949,000 | 0.0% | 3,353 | -7.1% | 0.22% | -8.5% |
| Q3 2021 | $949,000 | -5.0% | 3,609 | -3.0% | 0.25% | -7.5% |
| Q2 2021 | $999,000 | +1.5% | 3,719 | -1.6% | 0.27% | -8.9% |
| Q1 2021 | $984,000 | +12.8% | 3,780 | -0.4% | 0.29% | +1.0% |
| Q4 2020 | $872,000 | – | 3,795 | – | 0.29% | – |
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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% |