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 | $18,087,868 | -10.2% | 72,540 | -5.8% | 2.77% | +1.9% |
| Q2 2023 | $20,135,649 | +8.6% | 77,006 | +3.9% | 2.72% | +2.1% |
| Q1 2023 | $18,538,834 | -2.1% | 74,108 | -5.3% | 2.66% | +0.4% |
| Q4 2022 | $18,934,153 | +29.7% | 78,276 | +17.6% | 2.66% | +9.8% |
| Q3 2022 | $14,598,000 | +14.3% | 66,577 | +18.0% | 2.42% | -1.6% |
| Q2 2022 | $12,768,000 | -4.9% | 56,438 | +12.8% | 2.46% | +5.8% |
| Q1 2022 | $13,428,000 | +7.4% | 50,044 | +13.3% | 2.32% | +7.7% |
| Q4 2021 | $12,497,000 | +30.7% | 44,151 | +21.4% | 2.16% | -51.0% |
| Q3 2021 | $9,565,000 | +25.8% | 36,360 | +28.5% | 4.40% | +15.4% |
| Q2 2021 | $7,602,000 | +33.0% | 28,289 | +28.9% | 3.81% | +5.3% |
| Q1 2021 | $5,714,000 | +29.7% | 21,953 | +14.5% | 3.62% | +13.7% |
| Q4 2020 | $4,405,000 | – | 19,167 | – | 3.19% | – |
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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% |