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 | $4,440,373 | -6.6% | 17,808 | -2.0% | 1.01% | +1.6% |
| Q2 2023 | $4,751,822 | +8.1% | 18,173 | +3.4% | 1.00% | +1.6% |
| Q1 2023 | $4,395,204 | -6.0% | 17,570 | -9.1% | 0.98% | -13.5% |
| Q4 2022 | $4,675,105 | +3.0% | 19,327 | -6.6% | 1.13% | -8.0% |
| Q3 2022 | $4,537,000 | -4.0% | 20,693 | -1.0% | 1.23% | -4.1% |
| Q2 2022 | $4,727,000 | -14.4% | 20,893 | +1.6% | 1.28% | -2.7% |
| Q1 2022 | $5,520,000 | -13.9% | 20,572 | -9.1% | 1.32% | -17.2% |
| Q4 2021 | $6,408,000 | +223.3% | 22,636 | +111.6% | 1.59% | +11.3% |
| Q3 2021 | $1,982,000 | -52.4% | 10,697 | -30.9% | 1.43% | +20.8% |
| Q2 2021 | $4,163,000 | +39.4% | 15,490 | +35.0% | 1.18% | +4.5% |
| Q1 2021 | $2,987,000 | +22.4% | 11,476 | +8.1% | 1.13% | -24.3% |
| Q4 2020 | $2,440,000 | +23.1% | 10,615 | -0.8% | 1.50% | +4.7% |
| Q3 2020 | $1,982,000 | +5.0% | 10,697 | +0.8% | 1.43% | -7.7% |
| Q2 2020 | $1,887,000 | +17.6% | 10,614 | -4.9% | 1.55% | -4.8% |
| Q1 2020 | $1,605,000 | -42.0% | 11,157 | -17.1% | 1.63% | -36.1% |
| Q4 2019 | $2,769,000 | – | 13,452 | – | 2.55% | – |
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% |