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 | $15,508,432 | -5.3% | 62,195 | -0.7% | 2.00% | +4.8% |
| Q2 2023 | $16,381,382 | +4.7% | 62,649 | +0.2% | 1.90% | -4.3% |
| Q1 2023 | $15,640,225 | -48.5% | 62,521 | -50.2% | 1.99% | -50.2% |
| Q4 2022 | $30,369,544 | -18.9% | 125,551 | -26.5% | 4.00% | -29.1% |
| Q3 2022 | $37,452,000 | -3.1% | 170,812 | -0.1% | 5.64% | +0.3% |
| Q2 2022 | $38,670,000 | -34.1% | 170,933 | -21.9% | 5.62% | -31.2% |
| Q1 2022 | $58,719,000 | -2.6% | 218,821 | +2.7% | 8.16% | -4.0% |
| Q4 2021 | $60,293,000 | +8.8% | 212,990 | +1.1% | 8.50% | -0.9% |
| Q3 2021 | $55,421,000 | -4.1% | 210,670 | -2.0% | 8.58% | -6.3% |
| Q2 2021 | $57,771,000 | +9.8% | 214,976 | +6.4% | 9.16% | -4.5% |
| Q1 2021 | $52,608,000 | +74.2% | 202,123 | +53.8% | 9.59% | +71.5% |
| Q4 2020 | $30,201,000 | +201.3% | 131,404 | +142.9% | 5.60% | +137.7% |
| Q3 2020 | $10,023,000 | +11.1% | 54,090 | +6.6% | 2.35% | +0.6% |
| Q2 2020 | $9,020,000 | +23.3% | 50,724 | -0.3% | 2.34% | +2.9% |
| Q1 2020 | $7,317,000 | -66.3% | 50,863 | -51.7% | 2.27% | -45.6% |
| Q4 2019 | $21,682,000 | – | 105,343 | – | 4.18% | – |
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% |