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 | $591,039 | -40.6% | 2,504 | -34.2% | 0.15% | -25.4% |
| Q2 2023 | $994,303 | +44.8% | 3,803 | +38.5% | 0.20% | +34.9% |
| Q1 2023 | $686,781 | +3.6% | 2,745 | +0.2% | 0.15% | -2.7% |
| Q4 2022 | $662,725 | +41.9% | 2,740 | +28.6% | 0.15% | +27.1% |
| Q3 2022 | $467,000 | -2.9% | 2,130 | +0.2% | 0.12% | -0.8% |
| Q2 2022 | $481,000 | -15.5% | 2,125 | +0.1% | 0.12% | -5.6% |
| Q1 2022 | $569,000 | -25.5% | 2,122 | -21.4% | 0.13% | -24.1% |
| Q4 2021 | $764,000 | +8.7% | 2,700 | +1.0% | 0.17% | +1.2% |
| Q3 2021 | $703,000 | -2.0% | 2,672 | +0.1% | 0.16% | +3.8% |
| Q2 2021 | $717,000 | -13.6% | 2,668 | -16.4% | 0.16% | -21.8% |
| Q1 2021 | $830,000 | +62.1% | 3,190 | +43.2% | 0.20% | +46.4% |
| Q4 2020 | $512,000 | +124.6% | 2,228 | +81.3% | 0.14% | +79.2% |
| Q3 2020 | $228,000 | +4.6% | 1,229 | +0.3% | 0.08% | -10.5% |
| Q2 2020 | $218,000 | +23.9% | 1,225 | +0.2% | 0.09% | -9.5% |
| Q1 2020 | $176,000 | – | 1,222 | – | 0.10% | – |
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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% |