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 | $28 | -9.7% | 114 | -2.6% | 0.00% | 0.0% |
| Q2 2023 | $31 | +3.3% | 117 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30 | -43.4% | 117 | -47.3% | 0.00% | -66.7% |
| Q4 2022 | $53 | -99.9% | 222 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $49,000 | -23.4% | 222 | -20.7% | 0.00% | 0.0% |
| Q2 2022 | $64,000 | -14.7% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $75,000 | -19.4% | 280 | -15.7% | 0.00% | -25.0% |
| Q4 2021 | $93,000 | +5.7% | 332 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $88,000 | -34.3% | 332 | -33.5% | 0.00% | -33.3% |
| Q2 2021 | $134,000 | -15.7% | 499 | -18.2% | 0.01% | -25.0% |
| Q1 2021 | $159,000 | +152.4% | 610 | +125.1% | 0.01% | +166.7% |
| Q4 2020 | $63,000 | +26.0% | 271 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $50,000 | +2.0% | 271 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $49,000 | – | 271 | – | 0.00% | – |
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% |