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 | $1,346,003 | -4.4% | 5,398 | +0.3% | 0.87% | +0.6% |
| Q2 2023 | $1,407,547 | +4.7% | 5,383 | +0.2% | 0.87% | +2.1% |
| Q1 2023 | $1,344,360 | +1.7% | 5,374 | -1.6% | 0.85% | -2.9% |
| Q4 2022 | $1,321,687 | +7.9% | 5,464 | -2.2% | 0.88% | +6.2% |
| Q3 2022 | $1,225,000 | -99.9% | 5,589 | -1.8% | 0.82% | -3.1% |
| Q2 2022 | $1,287,022,000 | -22.5% | 5,689 | -8.1% | 0.85% | -11.7% |
| Q1 2022 | $1,660,756,000 | -5.7% | 6,189 | -0.5% | 0.96% | -3.3% |
| Q4 2021 | $1,760,475,000 | +9.3% | 6,219 | +1.6% | 1.00% | +1.9% |
| Q3 2021 | $1,611,041,000 | -0.1% | 6,124 | +2.0% | 0.98% | -2.6% |
| Q2 2021 | $1,613,455,000 | +4.5% | 6,004 | +1.2% | 1.00% | -5.6% |
| Q1 2021 | $1,544,502,000 | +10.7% | 5,934 | -2.2% | 1.06% | -4.5% |
| Q4 2020 | $1,394,838,000 | +15.0% | 6,069 | -7.3% | 1.11% | -2.3% |
| Q3 2020 | $1,212,669,000 | – | 6,544 | – | 1.14% | – |
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% |