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 | $381,123 | -4.6% | 1,528 | 0.0% | 0.09% | -7.1% |
| Q2 2023 | $399,663 | +4.6% | 1,528 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $382,263 | +525.7% | 1,528 | +504.0% | 0.10% | +450.0% |
| Q4 2022 | $61,093 | +11.1% | 253 | +0.8% | 0.02% | +5.9% |
| Q3 2022 | $55,000 | -3.5% | 251 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $57,000 | -14.9% | 251 | 0.0% | 0.02% | -10.5% |
| Q1 2022 | $67,000 | -5.6% | 251 | +0.4% | 0.02% | -13.6% |
| Q4 2021 | $71,000 | +7.6% | 250 | +0.4% | 0.02% | 0.0% |
| Q3 2021 | $66,000 | +88.6% | 249 | +93.0% | 0.02% | +83.3% |
| Q2 2021 | $35,000 | +2.9% | 129 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $34,000 | +13.3% | 129 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +25.0% | 129 | +0.8% | 0.01% | +8.3% |
| Q3 2020 | $24,000 | – | 128 | – | 0.01% | – |
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% |