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 | $6,935,172 | +32.0% | 27,813 | +38.4% | 2.81% | +30.3% |
Q2 2023 | $5,253,918 | +2.3% | 20,093 | -2.1% | 2.15% | -18.6% |
Q1 2023 | $5,135,285 | +3.4% | 20,528 | 0.0% | 2.65% | -2.9% |
Q4 2022 | $4,965,518 | +10.3% | 20,528 | 0.0% | 2.72% | -3.6% |
Q3 2022 | $4,501,000 | -5.0% | 20,528 | -2.0% | 2.83% | -13.4% |
Q2 2022 | $4,740,000 | -14.8% | 20,954 | +1.1% | 3.26% | +8.9% |
Q1 2022 | $5,563,000 | -5.2% | 20,732 | 0.0% | 3.00% | +11.3% |
Q4 2021 | $5,869,000 | -12.5% | 20,732 | -18.7% | 2.69% | -29.2% |
Q3 2021 | $6,711,000 | -3.6% | 25,511 | -1.5% | 3.80% | -4.9% |
Q2 2021 | $6,960,000 | -8.9% | 25,898 | -11.8% | 4.00% | -24.6% |
Q1 2021 | $7,641,000 | -2.9% | 29,358 | -14.3% | 5.30% | -10.4% |
Q4 2020 | $7,869,000 | – | 34,240 | – | 5.92% | – |
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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% |