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 | $27,385,208 | -0.5% | 109,826 | +4.4% | 2.57% | -5.9% |
| Q2 2023 | $27,510,799 | +5.0% | 105,212 | +0.5% | 2.73% | -3.8% |
| Q1 2023 | $26,194,496 | +14.6% | 104,711 | +10.8% | 2.84% | +4.3% |
| Q4 2022 | $22,851,555 | +15.0% | 94,471 | +4.2% | 2.73% | +6.7% |
| Q3 2022 | $19,877,000 | -9.8% | 90,656 | -6.9% | 2.56% | -9.6% |
| Q2 2022 | $22,033,000 | -25.6% | 97,394 | -11.7% | 2.83% | -3.4% |
| Q1 2022 | $29,610,000 | +15.9% | 110,344 | +22.2% | 2.93% | +9.3% |
| Q4 2021 | $25,555,000 | +22.9% | 90,274 | +14.2% | 2.68% | +4.9% |
| Q3 2021 | $20,800,000 | +9.4% | 79,068 | +11.8% | 2.55% | +1.1% |
| Q2 2021 | $19,009,000 | +54.4% | 70,737 | -58.3% | 2.52% | +34.5% |
| Q1 2021 | $12,308,000 | +167.8% | 169,544 | +747.8% | 1.88% | +135.1% |
| Q4 2020 | $4,596,000 | +99.7% | 19,998 | +61.1% | 0.80% | +79.7% |
| Q3 2020 | $2,301,000 | +10.1% | 12,416 | +5.7% | 0.44% | -6.7% |
| Q2 2020 | $2,089,000 | -1.0% | 11,748 | -20.0% | 0.48% | -19.0% |
| Q1 2020 | $2,111,000 | – | 14,678 | – | 0.59% | – |
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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% |