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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $229,498 | -9.6% | 848 | -16.8% | 0.09% | -17.3% |
| Q3 2023 | $253,784 | +14.5% | 1,019 | +20.2% | 0.10% | +19.5% |
| Q2 2023 | $221,733 | +4.5% | 848 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $212,098 | +3.4% | 848 | 0.0% | 0.09% | +24.3% |
| Q4 2022 | $205,041 | -9.7% | 848 | +0.1% | 0.07% | -58.3% |
| Q1 2022 | $227,000 | -3.8% | 847 | 0.0% | 0.17% | +84.6% |
| Q4 2021 | $236,000 | 0.0% | 847 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $236,000 | +12.9% | 847 | +5.9% | 0.09% | -2.2% |
| Q2 2021 | $209,000 | -5.0% | 800 | 0.0% | 0.09% | -46.6% |
| Q1 2021 | $220,000 | -1.8% | 800 | -17.9% | 0.17% | -11.7% |
| Q4 2020 | $224,000 | – | 975 | – | 0.20% | – |
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% |