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 2022 | $428,000 | -64.4% | 1,950 | -54.1% | 0.01% | -41.7% |
| Q4 2021 | $1,203,000 | +11.6% | 4,250 | +2.6% | 0.01% | -7.7% |
| Q1 2021 | $1,078,000 | +26.1% | 4,141 | -10.3% | 0.01% | +8.3% |
| Q3 2020 | $855,000 | -6.1% | 4,616 | -27.1% | 0.01% | -33.3% |
| Q1 2020 | $911,000 | -24.1% | 6,334 | +8.6% | 0.02% | -10.0% |
| Q4 2019 | $1,201,000 | +6.6% | 5,834 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $1,127,000 | -0.5% | 5,834 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $1,133,000 | +2.5% | 5,834 | 0.0% | 0.02% | -4.5% |
| Q1 2019 | $1,105,000 | +14.0% | 5,834 | 0.0% | 0.02% | -8.3% |
| Q4 2018 | $969,000 | -21.7% | 5,834 | -5.0% | 0.02% | -7.7% |
| Q3 2018 | $1,237,000 | +8.9% | 6,144 | +5.3% | 0.03% | 0.0% |
| Q2 2018 | $1,136,000 | +3.8% | 5,834 | 0.0% | 0.03% | +4.0% |
| Q1 2018 | $1,094,000 | -1.2% | 5,834 | 0.0% | 0.02% | -10.7% |
| Q4 2017 | $1,107,000 | +6.0% | 5,834 | 0.0% | 0.03% | +3.7% |
| Q3 2017 | $1,044,000 | +2.9% | 5,834 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $1,015,000 | – | 5,834 | – | 0.03% | – |
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% |