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 | $739,098 | -20.6% | 2,964 | -16.8% | 0.25% | -18.6% |
| Q2 2023 | $931,285 | +7.6% | 3,562 | +3.0% | 0.31% | +5.5% |
| Q1 2023 | $865,195 | -7.6% | 3,459 | -10.6% | 0.29% | -17.6% |
| Q4 2022 | $936,326 | +12.5% | 3,871 | +2.0% | 0.35% | +7.0% |
| Q3 2022 | $832,000 | +46.2% | 3,794 | +50.7% | 0.33% | +47.5% |
| Q2 2022 | $569,000 | -17.8% | 2,517 | -2.4% | 0.22% | +9.3% |
| Q1 2022 | $692,000 | -32.6% | 2,578 | -28.9% | 0.20% | -26.4% |
| Q4 2021 | $1,027,000 | +16.8% | 3,627 | +8.5% | 0.28% | +21.5% |
| Q3 2021 | $879,000 | +7.9% | 3,342 | +10.2% | 0.23% | +8.6% |
| Q2 2021 | $815,000 | -31.5% | 3,032 | -33.6% | 0.21% | -33.8% |
| Q1 2021 | $1,189,000 | +17.0% | 4,569 | +3.3% | 0.32% | +15.3% |
| Q4 2020 | $1,016,000 | – | 4,421 | – | 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% |