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 | $1,033,306 | +30.6% | 4,144 | +36.9% | 0.75% | +33.2% |
| Q2 2023 | $791,500 | -22.7% | 3,027 | -26.1% | 0.56% | -26.9% |
| Q1 2023 | $1,024,405 | +2.0% | 4,095 | -1.3% | 0.77% | +0.5% |
| Q4 2022 | $1,004,085 | +14.6% | 4,151 | +3.9% | 0.76% | +9.8% |
| Q3 2022 | $876,000 | +36.2% | 3,995 | +40.6% | 0.69% | +40.8% |
| Q2 2022 | $643,000 | -29.6% | 2,841 | -16.5% | 0.49% | -28.1% |
| Q2 2021 | $914,000 | -37.0% | 3,401 | -39.0% | 0.69% | -41.5% |
| Q1 2021 | $1,451,000 | -67.2% | 5,575 | -71.0% | 1.17% | -70.8% |
| Q4 2020 | $4,422,000 | – | 19,242 | – | 4.02% | – |
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% |