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 | $1,051 | -7.1% | 4,215 | -2.5% | 0.37% | -11.2% |
| Q2 2023 | $1,131 | +0.2% | 4,324 | -4.1% | 0.42% | +0.5% |
| Q1 2023 | $1,129 | +11.9% | 4,511 | +8.1% | 0.42% | +4.5% |
| Q4 2022 | $1,009 | -99.7% | 4,173 | +212.4% | 0.40% | +192.7% |
| Q3 2022 | $293,000 | +9.3% | 1,336 | +12.8% | 0.14% | +19.1% |
| Q2 2022 | $268,000 | -16.2% | 1,184 | -0.6% | 0.12% | -0.9% |
| Q1 2022 | $320,000 | -14.4% | 1,191 | -9.8% | 0.12% | -10.8% |
| Q4 2021 | $374,000 | +19.1% | 1,321 | +10.6% | 0.13% | +5.7% |
| Q3 2021 | $314,000 | -2.2% | 1,194 | 0.0% | 0.12% | -4.7% |
| Q2 2021 | $321,000 | +3.2% | 1,194 | +0.1% | 0.13% | -18.4% |
| Q1 2021 | $311,000 | -53.7% | 1,193 | -59.2% | 0.16% | -56.0% |
| Q4 2020 | $671,000 | +70.7% | 2,921 | +37.8% | 0.36% | +53.4% |
| Q3 2020 | $393,000 | -29.9% | 2,120 | -32.8% | 0.23% | -36.9% |
| Q2 2020 | $561,000 | +222.4% | 3,155 | +160.7% | 0.37% | +139.4% |
| Q1 2020 | $174,000 | -58.5% | 1,210 | -40.6% | 0.16% | -50.0% |
| Q4 2019 | $419,000 | +13.6% | 2,037 | +6.6% | 0.31% | +9.5% |
| Q3 2019 | $369,000 | -8.2% | 1,910 | -7.6% | 0.28% | -12.4% |
| Q2 2019 | $402,000 | +1.8% | 2,068 | -0.7% | 0.32% | -3.9% |
| Q1 2019 | $395,000 | – | 2,083 | – | 0.34% | – |
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% |