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 | $379,240 | -5.1% | 1,521 | -0.5% | 0.17% | -1.1% |
| Q2 2023 | $399,459 | +53.3% | 1,528 | +46.6% | 0.18% | +34.4% |
| Q1 2023 | $260,562 | -30.9% | 1,042 | -33.1% | 0.13% | -28.4% |
| Q4 2022 | $376,926 | +2.7% | 1,558 | +0.3% | 0.18% | 0.0% |
| Q3 2022 | $367,000 | -5.7% | 1,554 | +0.2% | 0.18% | -7.1% |
| Q2 2022 | $389,000 | +0.8% | 1,551 | +0.1% | 0.20% | -6.2% |
| Q1 2022 | $386,000 | -12.7% | 1,550 | -0.6% | 0.21% | -11.8% |
| Q4 2021 | $442,000 | +1.8% | 1,560 | +0.3% | 0.24% | -1.7% |
| Q3 2021 | $434,000 | +3.3% | 1,556 | 0.0% | 0.24% | -2.8% |
| Q2 2021 | $420,000 | +1.4% | 1,556 | 0.0% | 0.25% | -12.0% |
| Q1 2021 | $414,000 | +4.8% | 1,556 | 0.0% | 0.28% | +1.1% |
| Q4 2020 | $395,000 | – | 1,556 | – | 0.28% | – |
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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% |