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 | $1,219,695 | +6.7% | 4,891 | +11.9% | 0.43% | +16.7% |
| Q2 2023 | $1,142,797 | -0.6% | 4,370 | -4.9% | 0.37% | -12.9% |
| Q1 2023 | $1,149,286 | -10.4% | 4,594 | -13.4% | 0.43% | -15.4% |
| Q4 2022 | $1,282,550 | -8.3% | 5,302 | -16.8% | 0.50% | -10.9% |
| Q3 2022 | $1,398,000 | -11.0% | 6,376 | -8.2% | 0.57% | -8.4% |
| Q2 2022 | $1,570,000 | -16.1% | 6,942 | -0.5% | 0.62% | -10.8% |
| Q1 2022 | $1,872,000 | -27.8% | 6,976 | -23.8% | 0.69% | -33.3% |
| Q4 2021 | $2,592,000 | +56.8% | 9,157 | +45.8% | 1.04% | +9.5% |
| Q3 2021 | $1,653,000 | -10.7% | 6,282 | -11.7% | 0.95% | -15.1% |
| Q2 2021 | $1,851,000 | 0.0% | 7,112 | 0.0% | 1.12% | -3.2% |
| Q1 2021 | $1,851,000 | +13.1% | 7,112 | -0.1% | 1.16% | -1.8% |
| Q4 2020 | $1,636,000 | – | 7,117 | – | 1.18% | – |
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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% |