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 | $5,648,617 | -3.4% | 22,653 | +1.3% | 1.70% | -1.5% |
| Q2 2023 | $5,846,266 | +3.3% | 22,358 | -1.2% | 1.73% | -3.1% |
| Q1 2023 | $5,659,510 | +2.7% | 22,624 | -0.7% | 1.78% | -15.0% |
| Q4 2022 | $5,512,676 | +12.7% | 22,790 | +2.2% | 2.10% | +4.5% |
| Q3 2022 | $4,891,000 | +9.5% | 22,308 | +12.9% | 2.01% | +5.3% |
| Q2 2022 | $4,468,000 | -16.8% | 19,751 | -1.3% | 1.91% | +2.6% |
| Q1 2022 | $5,372,000 | +3.3% | 20,021 | +9.0% | 1.86% | +1.6% |
| Q4 2021 | $5,200,000 | +10.2% | 18,368 | +2.4% | 1.83% | -3.4% |
| Q3 2021 | $4,719,000 | +1.5% | 17,937 | +3.6% | 1.89% | -4.1% |
| Q2 2021 | $4,651,000 | +10.2% | 17,306 | +6.8% | 1.97% | -3.8% |
| Q1 2021 | $4,219,000 | +1510.3% | 16,211 | +1324.5% | 2.05% | +1207.0% |
| Q4 2020 | $262,000 | -26.4% | 1,138 | -40.8% | 0.16% | -40.3% |
| Q3 2020 | $356,000 | -0.8% | 1,922 | -4.8% | 0.26% | +3.1% |
| Q2 2020 | $359,000 | -67.9% | 2,019 | -74.0% | 0.26% | -69.0% |
| Q1 2020 | $1,119,000 | -26.0% | 7,778 | +5.8% | 0.82% | -25.8% |
| Q4 2019 | $1,513,000 | – | 7,351 | – | 1.11% | – |
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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% |