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 | $15,175,224 | -5.8% | 60,859 | -1.3% | 8.42% | -0.0% |
| Q2 2023 | $16,117,656 | +8.9% | 61,640 | +4.1% | 8.42% | +5.1% |
| Q1 2023 | $14,805,972 | +30.1% | 59,186 | +25.8% | 8.01% | +20.0% |
| Q4 2022 | $11,384,025 | +12.1% | 47,062 | +1.6% | 6.68% | +1.2% |
| Q3 2022 | $10,155,000 | -2.5% | 46,324 | +1.2% | 6.60% | +1.4% |
| Q2 2022 | $10,411,000 | -15.3% | 45,760 | -0.1% | 6.51% | -18.9% |
| Q1 2022 | $12,294,000 | +0.9% | 45,815 | +0.6% | 8.03% | -9.1% |
| Q4 2021 | $12,182,000 | +7.2% | 45,553 | +5.4% | 8.83% | +11.3% |
| Q3 2021 | $11,366,000 | -2.7% | 43,206 | -0.6% | 7.93% | -4.0% |
| Q2 2021 | $11,681,000 | +4.1% | 43,466 | +0.8% | 8.26% | -9.5% |
| Q1 2021 | $11,219,000 | -2.0% | 43,103 | -13.4% | 9.13% | +0.6% |
| Q4 2020 | $11,445,000 | – | 49,796 | – | 9.08% | – |
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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% |