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 | $2,038,000 | -5.2% | 7,595 | 0.0% | 0.09% | 0.0% |
| Q4 2021 | $2,150,000 | +0.9% | 7,595 | -6.2% | 0.09% | -4.4% |
| Q3 2021 | $2,130,000 | +1.0% | 8,095 | +3.1% | 0.09% | 0.0% |
| Q2 2021 | $2,109,000 | +3.2% | 7,849 | 0.0% | 0.09% | -6.2% |
| Q1 2021 | $2,043,000 | +2.6% | 7,849 | -9.4% | 0.10% | -2.0% |
| Q4 2020 | $1,992,000 | +23.6% | 8,668 | -0.3% | 0.10% | +4.2% |
| Q3 2020 | $1,612,000 | +21.4% | 8,698 | +16.5% | 0.10% | +13.1% |
| Q2 2020 | $1,328,000 | -15.0% | 7,466 | -31.3% | 0.08% | -28.2% |
| Q1 2020 | $1,563,000 | +7.5% | 10,866 | +53.8% | 0.12% | +33.0% |
| Q4 2019 | $1,454,000 | +5.7% | 7,066 | -0.7% | 0.09% | -2.2% |
| Q3 2019 | $1,375,000 | -0.5% | 7,116 | 0.0% | 0.09% | -2.2% |
| Q2 2019 | $1,382,000 | +2.5% | 7,116 | 0.0% | 0.09% | +2.2% |
| Q1 2019 | $1,348,000 | +9.9% | 7,116 | -3.7% | 0.09% | -4.3% |
| Q4 2018 | $1,227,000 | -17.5% | 7,386 | 0.0% | 0.09% | -6.0% |
| Q3 2018 | $1,487,000 | +3.3% | 7,386 | 0.0% | 0.10% | -3.8% |
| Q2 2018 | $1,439,000 | +3.9% | 7,386 | 0.0% | 0.10% | +2.0% |
| Q1 2018 | $1,385,000 | -4.4% | 7,386 | -3.2% | 0.10% | -2.9% |
| Q4 2017 | $1,449,000 | +5.9% | 7,633 | -0.2% | 0.10% | +2.9% |
| Q3 2017 | $1,368,000 | +9.2% | 7,648 | +6.2% | 0.10% | +3.0% |
| Q2 2017 | $1,253,000 | +1.6% | 7,201 | 0.0% | 0.10% | 0.0% |
| Q1 2017 | $1,233,000 | +1.4% | 7,201 | -2.1% | 0.10% | -4.8% |
| Q4 2016 | $1,216,000 | +19.4% | 7,353 | +11.8% | 0.10% | +16.9% |
| Q3 2016 | $1,018,000 | +391.8% | 6,577 | +342.9% | 0.09% | +345.0% |
| Q4 2015 | $207,000 | +1.0% | 1,485 | -1.0% | 0.02% | -4.8% |
| Q3 2015 | $205,000 | -31.9% | 1,500 | -25.2% | 0.02% | -27.6% |
| Q2 2015 | $301,000 | -1.3% | 2,005 | 0.0% | 0.03% | -3.3% |
| Q1 2015 | $305,000 | +5.2% | 2,005 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $290,000 | – | 2,005 | – | 0.03% | – |
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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% |