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 | $4,191,562 | -7.5% | 16,810 | -3.0% | 2.15% | -4.4% |
| Q2 2023 | $4,532,535 | +0.6% | 17,334 | -3.8% | 2.25% | -8.2% |
| Q1 2023 | $4,505,453 | -7.8% | 18,010 | -10.8% | 2.45% | -16.1% |
| Q4 2022 | $4,885,055 | +7.4% | 20,195 | -2.6% | 2.92% | -8.6% |
| Q3 2022 | $4,548,000 | -4.5% | 20,743 | -1.4% | 3.19% | -4.7% |
| Q2 2022 | $4,760,000 | -17.3% | 21,041 | -1.9% | 3.35% | -7.7% |
| Q1 2022 | $5,756,000 | -9.2% | 21,452 | -4.2% | 3.62% | -8.6% |
| Q4 2021 | $6,340,000 | +3.1% | 22,395 | -4.2% | 3.96% | +1.3% |
| Q3 2021 | $6,151,000 | -4.1% | 23,382 | -2.1% | 3.92% | -6.1% |
| Q2 2021 | $6,417,000 | -2.2% | 23,878 | -5.3% | 4.17% | -11.0% |
| Q1 2021 | $6,564,000 | -2.5% | 25,219 | -13.9% | 4.68% | -13.7% |
| Q4 2020 | $6,734,000 | – | 29,299 | – | 5.42% | – |
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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% |