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 | $558,295 | -15.0% | 2,239 | -10.9% | 0.32% | -16.6% |
| Q2 2023 | $656,838 | +15.3% | 2,512 | +10.3% | 0.38% | +3.8% |
| Q1 2023 | $569,864 | +3.4% | 2,278 | 0.0% | 0.37% | +1.1% |
| Q4 2022 | $551,025 | +10.4% | 2,278 | 0.0% | 0.36% | -3.2% |
| Q3 2022 | $499,000 | -3.1% | 2,278 | 0.0% | 0.37% | +0.3% |
| Q2 2022 | $515,000 | -15.7% | 2,278 | 0.0% | 0.37% | -2.6% |
| Q1 2022 | $611,000 | -0.5% | 2,278 | +5.0% | 0.38% | +2.7% |
| Q4 2021 | $614,000 | +6.8% | 2,170 | 0.0% | 0.37% | -1.3% |
| Q3 2021 | $575,000 | +87.9% | 2,170 | +90.7% | 0.38% | +87.1% |
| Q2 2021 | $306,000 | +12.1% | 1,138 | +8.5% | 0.20% | +0.5% |
| Q1 2021 | $273,000 | +13.3% | 1,049 | 0.0% | 0.20% | +12.3% |
| Q4 2020 | $241,000 | +24.2% | 1,049 | 0.0% | 0.18% | +11.2% |
| Q3 2020 | $194,000 | +4.3% | 1,049 | 0.0% | 0.16% | -3.6% |
| Q2 2020 | $186,000 | +23.2% | 1,049 | 0.0% | 0.17% | +19.3% |
| Q1 2020 | $151,000 | -30.1% | 1,049 | 0.0% | 0.14% | -30.0% |
| Q4 2019 | $216,000 | – | 1,049 | – | 0.20% | – |
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% |