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 | $215,688 | -4.6% | 865 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $226,180 | -1.2% | 865 | -5.5% | 0.06% | -8.6% |
| Q1 2023 | $228,896 | -25.0% | 915 | -19.5% | 0.07% | -17.6% |
| Q1 2022 | $305,000 | -5.3% | 1,136 | 0.0% | 0.08% | +3.7% |
| Q4 2021 | $322,000 | +7.3% | 1,136 | -0.4% | 0.08% | +1.2% |
| Q3 2021 | $300,000 | -0.7% | 1,140 | +1.6% | 0.08% | 0.0% |
| Q2 2021 | $302,000 | -2.3% | 1,122 | 0.0% | 0.08% | -5.8% |
| Q1 2021 | $309,000 | -28.5% | 1,122 | -40.3% | 0.09% | -35.8% |
| Q4 2020 | $432,000 | +24.1% | 1,880 | 0.0% | 0.13% | +7.2% |
| Q3 2020 | $348,000 | -6.7% | 1,880 | -10.4% | 0.12% | -9.4% |
| Q2 2020 | $373,000 | +21.1% | 2,098 | -2.1% | 0.14% | -12.1% |
| Q1 2020 | $308,000 | -30.3% | 2,144 | -0.1% | 0.16% | +14.6% |
| Q4 2019 | $442,000 | – | 2,147 | – | 0.14% | – |
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% |