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 2021 | $1,043,000 | +7.6% | 3,598 | +0.8% | 0.16% | +2.5% |
| Q2 2021 | $969,000 | -0.6% | 3,570 | 0.0% | 0.16% | -9.7% |
| Q1 2021 | $975,000 | +10.5% | 3,570 | 0.0% | 0.18% | +7.4% |
| Q4 2020 | $882,000 | +21.5% | 3,570 | 0.0% | 0.16% | +10.1% |
| Q3 2020 | $726,000 | +14.3% | 3,570 | 0.0% | 0.15% | -20.4% |
| Q2 2020 | $635,000 | +23.5% | 3,570 | 0.0% | 0.19% | -4.6% |
| Q1 2020 | $514,000 | -30.1% | 3,570 | 0.0% | 0.20% | -15.2% |
| Q4 2019 | $735,000 | +6.5% | 3,570 | 0.0% | 0.23% | -3.4% |
| Q3 2019 | $690,000 | -0.6% | 3,570 | 0.0% | 0.24% | -0.4% |
| Q2 2019 | $694,000 | +2.7% | 3,570 | 0.0% | 0.24% | -3.6% |
| Q1 2019 | $676,000 | +14.0% | 3,570 | 0.0% | 0.25% | -4.2% |
| Q4 2018 | $593,000 | -17.5% | 3,570 | 0.0% | 0.26% | -1.5% |
| Q3 2018 | $719,000 | +3.5% | 3,570 | 0.0% | 0.26% | +4.8% |
| Q2 2018 | $695,000 | +3.7% | 3,570 | 0.0% | 0.25% | -3.5% |
| Q1 2018 | $670,000 | -1.2% | 3,570 | 0.0% | 0.26% | -2.3% |
| Q4 2017 | $678,000 | +6.1% | 3,570 | 0.0% | 0.27% | +0.4% |
| Q3 2017 | $639,000 | +2.9% | 3,570 | 0.0% | 0.26% | -0.4% |
| Q2 2017 | $621,000 | +1.6% | 3,570 | 0.0% | 0.27% | -3.6% |
| Q1 2017 | $611,000 | -52.9% | 3,570 | -54.5% | 0.28% | -57.6% |
| Q4 2016 | $1,298,000 | +72.8% | 7,849 | +61.7% | 0.65% | +84.9% |
| Q3 2016 | $751,000 | +3.6% | 4,855 | 0.0% | 0.35% | -2.8% |
| Q2 2016 | $725,000 | +3.6% | 4,855 | 0.0% | 0.36% | +4.6% |
| Q1 2016 | $700,000 | +3.6% | 4,855 | 0.0% | 0.35% | +5.5% |
| Q4 2015 | $676,000 | +2.0% | 4,855 | 0.0% | 0.33% | -2.1% |
| Q3 2015 | $663,000 | -8.9% | 4,855 | 0.0% | 0.34% | -2.9% |
| Q2 2015 | $728,000 | -1.4% | 4,855 | 0.0% | 0.34% | 0.0% |
| Q1 2015 | $738,000 | – | 4,855 | – | 0.34% | – |
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% |