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 | $3,465,965 | +3.6% | 13,900 | +8.6% | 0.00% | 0.0% |
| Q2 2023 | $3,346,944 | +39.4% | 12,800 | +33.3% | 0.00% | +50.0% |
| Q1 2023 | $2,401,536 | +21.1% | 9,600 | +17.1% | 0.00% | 0.0% |
| Q4 2022 | $1,983,498 | +5.2% | 8,200 | -4.7% | 0.00% | 0.0% |
| Q3 2022 | $1,886,000 | -3.1% | 8,600 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,946,000 | -16.7% | 8,600 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $2,335,000 | -5.2% | 8,700 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,463,000 | +12.8% | 8,700 | +4.8% | 0.00% | +100.0% |
| Q3 2021 | $2,183,000 | -1.0% | 8,300 | +1.2% | 0.00% | -50.0% |
| Q2 2021 | $2,204,000 | +24.5% | 8,200 | +20.6% | 0.00% | +100.0% |
| Q1 2021 | $1,770,000 | -22.2% | 6,800 | -31.3% | 0.00% | -50.0% |
| Q4 2020 | $2,275,000 | +21.5% | 9,900 | -2.0% | 0.00% | 0.0% |
| Q3 2020 | $1,872,000 | +10.8% | 10,100 | +6.3% | 0.00% | 0.0% |
| Q2 2020 | $1,689,000 | +43.1% | 9,500 | +15.9% | 0.00% | +100.0% |
| Q1 2020 | $1,180,000 | -18.1% | 8,200 | +17.1% | 0.00% | 0.0% |
| Q4 2019 | $1,441,000 | +43.4% | 7,000 | +34.6% | 0.00% | 0.0% |
| Q3 2019 | $1,005,000 | +43.8% | 5,200 | +44.4% | 0.00% | 0.0% |
| Q2 2019 | $699,000 | +68.4% | 3,600 | +64.5% | 0.00% | – |
| Q1 2019 | $415,000 | – | 2,189 | – | 0.00% | – |
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% |