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 | $135,397 | +18.2% | 543 | +24.0% | 0.03% | +40.0% |
| Q2 2023 | $114,528 | +4.5% | 438 | 0.0% | 0.02% | -25.9% |
| Q1 2023 | $109,570 | -15.8% | 438 | -18.6% | 0.03% | -22.9% |
| Q4 2022 | $130,137 | -4.3% | 538 | -13.2% | 0.04% | +16.7% |
| Q3 2022 | $135,941 | -3.1% | 620 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $140,263 | -10.6% | 620 | +6.0% | 0.03% | -6.2% |
| Q1 2022 | $156,979 | -5.2% | 585 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $165,602 | +59.4% | 585 | +48.1% | 0.03% | +39.1% |
| Q3 2021 | $103,913 | -9.0% | 395 | -7.1% | 0.02% | -11.5% |
| Q2 2021 | $114,210 | +3.2% | 425 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $110,619 | +45.9% | 425 | +28.8% | 0.02% | -35.9% |
| Q4 2020 | $75,844 | -50.7% | 330 | -60.2% | 0.04% | -60.6% |
| Q3 2020 | $153,807 | +4.2% | 830 | 0.0% | 0.10% | 0.0% |
| Q2 2020 | $147,591 | +23.6% | 830 | 0.0% | 0.10% | +6.5% |
| Q1 2020 | $119,404 | -4.9% | 830 | +36.1% | 0.09% | +25.7% |
| Q4 2019 | $125,550 | +6.5% | 610 | 0.0% | 0.07% | +4.2% |
| Q3 2019 | $117,870 | -0.5% | 610 | 0.0% | 0.07% | +7.6% |
| Q2 2019 | $118,499 | +2.6% | 610 | 0.0% | 0.07% | -10.8% |
| Q1 2019 | $115,534 | -99.5% | 610 | -99.6% | 0.07% | -99.6% |
| Q4 2018 | $24,269,669 | – | 146,150 | – | 17.74% | – |
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% |