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 | $1,044,627 | -3.2% | 4,189 | +1.6% | 0.66% | -5.4% |
| Q2 2023 | $1,078,710 | +5.6% | 4,125 | +0.7% | 0.70% | +3.3% |
| Q1 2023 | $1,021,608 | +3.4% | 4,097 | +0.3% | 0.68% | +4.6% |
| Q4 2022 | $987,973 | +20.6% | 4,084 | +9.3% | 0.65% | +22.8% |
| Q3 2022 | $819,000 | -3.2% | 3,737 | 0.0% | 0.53% | +1.7% |
| Q2 2022 | $846,000 | -15.5% | 3,737 | +0.2% | 0.52% | -4.6% |
| Q1 2022 | $1,001,000 | -5.0% | 3,730 | +0.2% | 0.54% | 0.0% |
| Q4 2021 | $1,054,000 | +8.7% | 3,724 | +1.0% | 0.54% | -0.7% |
| Q3 2021 | $970,000 | -2.0% | 3,688 | +0.1% | 0.55% | -5.5% |
| Q2 2021 | $990,000 | +3.6% | 3,684 | +0.3% | 0.58% | -2.7% |
| Q1 2021 | $956,000 | +1.5% | 3,673 | -10.3% | 0.59% | -3.6% |
| Q4 2020 | $942,000 | +30.5% | 4,097 | +5.2% | 0.62% | +22.5% |
| Q3 2020 | $722,000 | +7.9% | 3,894 | +3.5% | 0.50% | +5.7% |
| Q2 2020 | $669,000 | +25.0% | 3,763 | +1.1% | 0.48% | +23.6% |
| Q1 2020 | $535,000 | -29.0% | 3,722 | +1.8% | 0.38% | -20.0% |
| Q4 2019 | $753,000 | – | 3,657 | – | 0.48% | – |
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% |