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 | $306,692 | -4.6% | 1,230 | 0.0% | 0.23% | +3.6% |
| Q2 2023 | $321,612 | +2.4% | 1,230 | -2.0% | 0.22% | -0.4% |
| Q1 2023 | $313,927 | +3.4% | 1,255 | 0.0% | 0.22% | -2.6% |
| Q4 2022 | $303,527 | +10.4% | 1,255 | 0.0% | 0.23% | -25.0% |
| Q3 2022 | $275,000 | -23.2% | 1,255 | -20.6% | 0.31% | -19.2% |
| Q2 2022 | $358,000 | +15.1% | 1,581 | +36.5% | 0.38% | +30.5% |
| Q1 2022 | $311,000 | -38.2% | 1,158 | -34.7% | 0.29% | -31.8% |
| Q4 2021 | $503,000 | +58.2% | 1,774 | +47.0% | 0.43% | +47.1% |
| Q3 2021 | $318,000 | -0.9% | 1,207 | +1.0% | 0.29% | -0.3% |
| Q2 2021 | $321,000 | +8.4% | 1,195 | +5.0% | 0.29% | -0.7% |
| Q1 2021 | $296,000 | +13.0% | 1,138 | 0.0% | 0.29% | +39.3% |
| Q4 2020 | $262,000 | – | 1,138 | – | 0.21% | – |
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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% |