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 | $103,730 | -4.6% | 416 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $108,776 | +23.2% | 416 | +17.8% | 0.06% | +17.6% |
| Q1 2023 | $88,306 | +3.4% | 353 | 0.0% | 0.05% | -1.9% |
| Q4 2022 | $85,387 | +10.9% | 353 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $77,000 | -3.8% | 353 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $80,000 | -15.8% | 353 | 0.0% | 0.05% | -5.5% |
| Q1 2022 | $95,000 | +25.0% | 353 | +30.7% | 0.06% | +25.0% |
| Q4 2021 | $76,000 | +7.0% | 270 | 0.0% | 0.04% | -4.3% |
| Q3 2021 | $71,000 | -2.7% | 270 | 0.0% | 0.05% | -9.8% |
| Q2 2021 | $73,000 | +4.3% | 270 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $70,000 | +12.9% | 270 | 0.0% | 0.05% | -7.1% |
| Q4 2020 | $62,000 | – | 270 | – | 0.06% | – |
Download | ||||||
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% |