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 | $383,898 | -20.8% | 1,540 | -16.9% | 0.38% | -18.7% |
| Q2 2023 | $484,677 | +8.7% | 1,854 | +4.0% | 0.47% | -1.9% |
| Q1 2023 | $445,836 | +12.8% | 1,782 | +9.0% | 0.48% | +4.4% |
| Q4 2022 | $395,416 | +15.3% | 1,635 | +4.5% | 0.46% | +4.6% |
| Q3 2022 | $343,000 | +24.3% | 1,564 | +28.0% | 0.44% | +26.5% |
| Q2 2022 | $276,000 | -15.9% | 1,222 | 0.0% | 0.35% | +20.9% |
| Q1 2022 | $328,000 | -10.9% | 1,222 | -6.1% | 0.29% | -7.4% |
| Q4 2021 | $368,000 | +7.3% | 1,301 | -0.2% | 0.31% | +4.0% |
| Q3 2021 | $343,000 | -5.8% | 1,304 | -3.7% | 0.30% | -6.3% |
| Q2 2021 | $364,000 | +1.1% | 1,354 | -2.2% | 0.32% | -5.1% |
| Q1 2021 | $360,000 | +10.1% | 1,384 | -2.8% | 0.34% | +6.3% |
| Q4 2020 | $327,000 | – | 1,424 | – | 0.32% | – |
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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% |