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 | $2,402,311 | -3.8% | 9,634 | +0.9% | 0.88% | +0.5% |
| Q2 2023 | $2,497,733 | +15.2% | 9,552 | +10.2% | 0.88% | +5.2% |
| Q1 2023 | $2,168,424 | -17.1% | 8,668 | -19.9% | 0.83% | -24.8% |
| Q4 2022 | $2,616,032 | +18.5% | 10,815 | +7.4% | 1.11% | +12.1% |
| Q3 2022 | $2,207,000 | -4.8% | 10,067 | -1.8% | 0.99% | -1.7% |
| Q2 2022 | $2,319,000 | +2.1% | 10,252 | +21.1% | 1.00% | +21.1% |
| Q1 2022 | $2,271,000 | -4.1% | 8,463 | -0.1% | 0.83% | +2.2% |
| Q4 2021 | $2,369,000 | +1.8% | 8,469 | -4.3% | 0.81% | -5.8% |
| Q3 2021 | $2,327,000 | -0.0% | 8,845 | +2.1% | 0.86% | -2.7% |
| Q2 2021 | $2,328,000 | +4.3% | 8,663 | +2.9% | 0.88% | -3.5% |
| Q1 2021 | $2,232,000 | +9.1% | 8,419 | +0.7% | 0.92% | +4.0% |
| Q4 2020 | $2,045,000 | +30.3% | 8,361 | -1.3% | 0.88% | +9.0% |
| Q3 2020 | $1,569,000 | +0.3% | 8,468 | -2.9% | 0.81% | -6.1% |
| Q2 2020 | $1,564,000 | -64.2% | 8,723 | -60.0% | 0.86% | -62.5% |
| Q4 2019 | $4,373,000 | – | 21,813 | – | 2.30% | – |
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% |