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 | $1,069,961 | -7.0% | 4,291 | -2.5% | 0.23% | -5.3% |
| Q2 2023 | $1,150,251 | +4.5% | 4,399 | 0.0% | 0.24% | +2.9% |
| Q1 2023 | $1,100,454 | +3.4% | 4,399 | 0.0% | 0.24% | -2.9% |
| Q4 2022 | $1,064,074 | +10.3% | 4,399 | 0.0% | 0.24% | -0.4% |
| Q3 2022 | $965,000 | -3.0% | 4,399 | 0.0% | 0.25% | +6.5% |
| Q2 2022 | $995,000 | -15.7% | 4,399 | 0.0% | 0.23% | -9.4% |
| Q1 2022 | $1,180,000 | -5.2% | 4,399 | 0.0% | 0.26% | -1.5% |
| Q4 2021 | $1,245,000 | +6.6% | 4,399 | -0.9% | 0.26% | -2.6% |
| Q3 2021 | $1,168,000 | -2.1% | 4,438 | 0.0% | 0.27% | -7.6% |
| Q2 2021 | $1,193,000 | +203.6% | 4,438 | +194.1% | 0.29% | +171.7% |
| Q1 2021 | $393,000 | +13.3% | 1,509 | 0.0% | 0.11% | +6.0% |
| Q4 2020 | $347,000 | – | 1,509 | – | 0.10% | – |
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% |