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 | $14,378 | +50.1% | 57,660 | +57.4% | 2.29% | +87.2% |
| Q2 2023 | $9,579 | +13.1% | 36,635 | +8.2% | 1.22% | -20.5% |
| Q1 2023 | $8,468 | -98.9% | 33,852 | -99.1% | 1.54% | +737.0% |
| Q3 2022 | $799,000 | -76.5% | 3,573,937 | +23653.4% | 0.18% | -64.7% |
| Q2 2022 | $3,404,000 | +566.1% | 15,046 | -99.6% | 0.52% | -76.6% |
| Q1 2022 | $511,000 | -86.5% | 3,918,331 | +27039.0% | 2.22% | +336.7% |
| Q4 2021 | $3,788,000 | +1.7% | 14,438 | +1.8% | 0.51% | -0.2% |
| Q3 2021 | $3,723,000 | +13.0% | 14,188 | -1.1% | 0.51% | -2.9% |
| Q4 2020 | $3,296,000 | – | 14,339 | – | 0.52% | – |
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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% |