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 | $21,334 | -4.6% | 86 | 0.0% | 0.15% | +62.6% |
Q2 2023 | $22,372 | +4.8% | 86 | +1.2% | 0.09% | +405.6% |
Q1 2023 | $21,347 | +6.3% | 85 | +2.4% | 0.02% | 0.0% |
Q4 2022 | $20,086 | +151.1% | 83 | +137.1% | 0.02% | +157.1% |
Q3 2022 | $8,000 | +14.3% | 35 | +52.2% | 0.01% | – |
Q4 2021 | $7,000 | +16.7% | 23 | 0.0% | 0.00% | -100.0% |
Q3 2021 | $6,000 | -95.9% | 23 | -95.8% | 0.01% | -95.1% |
Q2 2021 | $146,000 | +3.5% | 542 | 0.0% | 0.12% | -14.1% |
Q1 2021 | $141,000 | +12.8% | 542 | 0.0% | 0.14% | +42.0% |
Q4 2020 | $125,000 | +25.0% | 542 | 0.0% | 0.10% | -15.3% |
Q3 2020 | $100,000 | +14.9% | 542 | +10.6% | 0.12% | +7.3% |
Q2 2020 | $87,000 | +24.3% | 490 | 0.0% | 0.11% | +34.1% |
Q1 2020 | $70,000 | -76.7% | 490 | -66.4% | 0.08% | -79.5% |
Q4 2019 | $300,000 | – | 1,460 | – | 0.40% | – |
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% |