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 | $2,403,936 | -7.2% | 9,597 | -3.1% | 1.58% | -3.9% |
| Q2 2023 | $2,590,482 | +3.2% | 9,907 | -1.2% | 1.65% | -0.1% |
| Q1 2023 | $2,509,605 | +3.4% | 10,032 | 0.0% | 1.65% | -1.6% |
| Q4 2022 | $2,426,640 | +9.6% | 10,032 | -0.7% | 1.68% | -0.5% |
| Q3 2022 | $2,215,000 | -9.4% | 10,107 | -6.5% | 1.68% | -1.3% |
| Q2 2022 | $2,446,000 | -8.3% | 10,810 | +8.8% | 1.71% | +6.6% |
| Q1 2022 | $2,666,000 | -14.9% | 9,935 | -10.2% | 1.60% | -11.4% |
| Q4 2021 | $3,132,000 | +7.2% | 11,065 | -0.4% | 1.80% | -1.1% |
| Q3 2021 | $2,922,000 | -2.4% | 11,108 | -0.3% | 1.82% | -2.9% |
| Q2 2021 | $2,994,000 | +2.5% | 11,140 | -0.7% | 1.88% | -3.7% |
| Q1 2021 | $2,920,000 | +14.9% | 11,215 | +1.4% | 1.95% | +5.7% |
| Q4 2020 | $2,542,000 | +23.5% | 11,062 | -0.4% | 1.85% | +3.6% |
| Q3 2020 | $2,059,000 | +4.0% | 11,112 | -0.2% | 1.78% | -0.4% |
| Q2 2020 | $1,980,000 | +16.7% | 11,137 | -5.5% | 1.79% | -0.2% |
| Q1 2020 | $1,696,000 | -31.7% | 11,787 | -2.3% | 1.79% | -15.7% |
| Q4 2019 | $2,484,000 | – | 12,070 | – | 2.13% | – |
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% |