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 | $799,665 | -3.1% | 3,207 | +1.6% | 0.31% | -3.4% |
| Q2 2023 | $825,231 | +6.7% | 3,156 | +2.1% | 0.32% | +1.3% |
| Q1 2023 | $773,245 | +40.0% | 3,091 | +35.3% | 0.32% | +28.6% |
| Q4 2022 | $552,477 | -30.2% | 2,284 | -36.7% | 0.25% | -37.1% |
| Q3 2022 | $791,000 | -2.8% | 3,608 | +0.3% | 0.39% | +11.9% |
| Q2 2022 | $814,000 | -25.3% | 3,597 | -11.4% | 0.35% | -15.4% |
| Q1 2022 | $1,090,000 | -5.2% | 4,062 | 0.0% | 0.42% | -8.2% |
| Q4 2021 | $1,150,000 | +0.8% | 4,062 | -6.4% | 0.45% | -7.7% |
| Q3 2021 | $1,141,000 | -2.1% | 4,338 | 0.0% | 0.49% | -1.4% |
| Q2 2021 | $1,166,000 | +3.3% | 4,338 | 0.0% | 0.50% | -9.6% |
| Q1 2021 | $1,129,000 | +11.8% | 4,338 | -1.3% | 0.55% | -1.8% |
| Q4 2020 | $1,010,000 | – | 4,395 | – | 0.56% | – |
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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% |