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 | $1,667,853 | -7.1% | 6,689 | -2.6% | 0.92% | -10.6% |
| Q2 2023 | $1,794,941 | -1.7% | 6,865 | -5.9% | 1.03% | -11.2% |
| Q1 2023 | $1,825,490 | +2.6% | 7,297 | -0.8% | 1.16% | -8.9% |
| Q4 2022 | $1,779,814 | +8.0% | 7,358 | -2.1% | 1.27% | +8.4% |
| Q3 2022 | $1,648,000 | -5.8% | 7,518 | -2.7% | 1.18% | +18.1% |
| Q2 2022 | $1,749,000 | -14.2% | 7,730 | +1.8% | 1.00% | +2.2% |
| Q1 2022 | $2,038,000 | -4.9% | 7,593 | +0.3% | 0.97% | -1.6% |
| Q4 2021 | $2,144,000 | +8.4% | 7,574 | +0.8% | 0.99% | -3.7% |
| Q3 2021 | $1,977,000 | -2.2% | 7,515 | -0.1% | 1.03% | -5.3% |
| Q2 2021 | $2,022,000 | +3.9% | 7,523 | +0.6% | 1.09% | -2.4% |
| Q1 2021 | $1,946,000 | -11.3% | 7,476 | -21.7% | 1.11% | -21.9% |
| Q4 2020 | $2,194,000 | +28.7% | 9,547 | +3.8% | 1.43% | -3.8% |
| Q3 2020 | $1,705,000 | +10.6% | 9,201 | +6.1% | 1.48% | -11.7% |
| Q2 2020 | $1,542,000 | +20.4% | 8,674 | -2.6% | 1.68% | +2.9% |
| Q1 2020 | $1,281,000 | -30.6% | 8,905 | -0.8% | 1.63% | +3.0% |
| Q4 2019 | $1,847,000 | – | 8,978 | – | 1.58% | – |
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% |