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 | $303,269 | -41.7% | 1,216 | -38.8% | 0.07% | -37.6% |
| Q2 2023 | $519,884 | +0.1% | 1,988 | -4.2% | 0.12% | -6.4% |
| Q1 2023 | $519,110 | -2.1% | 2,075 | -5.3% | 0.12% | -3.8% |
| Q4 2022 | $530,210 | +17.0% | 2,192 | +9.5% | 0.13% | +56.6% |
| Q2 2022 | $453,000 | +89.5% | 2,001 | +124.3% | 0.08% | +102.4% |
| Q1 2022 | $239,000 | +0.4% | 892 | -1.2% | 0.04% | -4.7% |
| Q3 2021 | $238,000 | +3.9% | 903 | +5.7% | 0.04% | 0.0% |
| Q2 2021 | $229,000 | +6.5% | 854 | +3.4% | 0.04% | -4.4% |
| Q1 2021 | $215,000 | +20.1% | 826 | +5.9% | 0.04% | +12.5% |
| Q4 2020 | $179,000 | +316.3% | 780 | +239.1% | 0.04% | +263.6% |
| Q3 2020 | $43,000 | -48.2% | 230 | -50.4% | 0.01% | -64.5% |
| Q2 2020 | $83,000 | -83.1% | 464 | -86.4% | 0.03% | -85.6% |
| Q1 2020 | $490,000 | -42.4% | 3,403 | -17.7% | 0.22% | -36.2% |
| Q4 2019 | $851,000 | – | 4,136 | – | 0.34% | – |
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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% |