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 | $31,714,827 | +17.9% | 127,190 | +23.6% | 6.70% | +12.8% |
| Q2 2023 | $26,897,140 | +8.4% | 102,865 | +3.7% | 5.94% | +14.6% |
| Q1 2023 | $24,822,126 | +13.4% | 99,225 | +9.6% | 5.18% | -10.7% |
| Q4 2022 | $21,891,045 | -7.5% | 90,500 | -16.1% | 5.80% | -20.8% |
| Q3 2022 | $23,654,000 | +1.5% | 107,880 | +4.7% | 7.33% | -3.4% |
| Q2 2022 | $23,313,000 | -11.6% | 103,050 | +4.8% | 7.58% | +5.7% |
| Q1 2022 | $26,381,000 | +6.8% | 98,310 | +12.7% | 7.18% | +5.9% |
| Q4 2021 | $24,690,000 | +23.0% | 87,220 | +14.3% | 6.78% | +19.9% |
| Q3 2021 | $20,066,000 | +12.1% | 76,275 | +14.5% | 5.65% | -6.2% |
| Q2 2021 | $17,903,000 | +18.3% | 66,620 | +14.6% | 6.02% | +1.5% |
| Q1 2021 | $15,133,000 | +32.2% | 58,145 | +16.7% | 5.94% | +22.4% |
| Q4 2020 | $11,448,000 | – | 49,810 | – | 4.85% | – |
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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% |