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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $211,000 | -5.4% | 788 | 0.0% | 0.12% | -1.6% |
| Q4 2021 | $223,000 | -12.2% | 788 | -18.5% | 0.13% | -22.2% |
| Q3 2021 | $254,000 | -1.9% | 967 | +0.4% | 0.16% | -3.0% |
| Q2 2021 | $259,000 | +17.2% | 963 | 0.0% | 0.17% | +4.4% |
| Q4 2020 | $221,000 | +0.9% | 963 | -9.4% | 0.16% | -10.1% |
| Q4 2019 | $219,000 | +6.8% | 1,063 | 0.0% | 0.18% | -0.6% |
| Q3 2019 | $205,000 | -0.5% | 1,063 | 0.0% | 0.18% | +1.7% |
| Q2 2019 | $206,000 | +2.5% | 1,063 | 0.0% | 0.18% | +0.6% |
| Q1 2019 | $201,000 | -6.1% | 1,063 | 0.0% | 0.18% | -5.9% |
| Q3 2018 | $214,000 | +3.4% | 1,063 | 0.0% | 0.19% | -4.6% |
| Q2 2018 | $207,000 | +2.5% | 1,063 | 0.0% | 0.20% | +10.2% |
| Q4 2017 | $202,000 | – | 1,063 | – | 0.18% | – |
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% |