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 | $650,355 | -1.6% | 2,608 | +3.2% | 0.24% | -2.1% |
| Q2 2023 | $661,075 | +2.7% | 2,528 | -1.8% | 0.24% | -3.2% |
| Q1 2023 | $643,791 | +4.4% | 2,574 | +0.9% | 0.25% | -1.2% |
| Q4 2022 | $616,700 | +9.5% | 2,550 | -0.7% | 0.25% | -9.7% |
| Q3 2022 | $563,000 | -0.9% | 2,567 | +2.3% | 0.28% | +3.3% |
| Q2 2022 | $568,000 | -25.8% | 2,510 | -12.0% | 0.27% | -23.7% |
| Q1 2022 | $765,000 | -6.0% | 2,852 | -0.8% | 0.35% | -11.3% |
| Q4 2021 | $814,000 | +7.4% | 2,874 | -0.2% | 0.40% | -17.7% |
| Q3 2021 | $758,000 | +19.2% | 2,880 | +21.7% | 0.48% | +12.5% |
| Q2 2021 | $636,000 | +6.2% | 2,367 | +2.8% | 0.43% | -7.3% |
| Q1 2021 | $599,000 | +110.9% | 2,302 | +86.4% | 0.46% | +89.8% |
| Q4 2020 | $284,000 | – | 1,235 | – | 0.24% | – |
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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% |