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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $13,000 | -50.0% | 50 | -50.0% | 0.01% | -50.0% |
| Q1 2021 | $26,000 | -66.2% | 100 | -70.1% | 0.01% | -67.7% |
| Q4 2020 | $77,000 | +24.2% | 335 | 0.0% | 0.03% | +10.7% |
| Q3 2020 | $62,000 | -10.1% | 335 | 0.0% | 0.03% | -12.5% |
| Q4 2019 | $69,000 | +102.9% | 335 | +86.1% | 0.03% | +77.8% |
| Q1 2019 | $34,000 | 0.0% | 180 | 0.0% | 0.02% | -5.3% |
| Q4 2018 | $34,000 | -78.3% | 180 | -77.0% | 0.02% | -77.1% |
| Q3 2018 | $157,000 | +3.3% | 781 | 0.0% | 0.08% | -4.6% |
| Q2 2018 | $152,000 | +4.1% | 781 | 0.0% | 0.09% | -2.2% |
| Q1 2018 | $146,000 | -1.4% | 781 | 0.0% | 0.09% | +6.0% |
| Q4 2017 | $148,000 | -99.8% | 781 | +105.5% | 0.08% | +100.0% |
| Q3 2017 | $67,982,000 | +2.8% | 380 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $66,101,000 | +3.1% | 380 | 0.0% | 0.04% | +2.4% |
| Q1 2017 | $64,133,000 | +100107.8% | 380 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $64,000 | +10.3% | 380 | 0.0% | 0.04% | +7.9% |
| Q2 2016 | $58,000 | +3.6% | 380 | 0.0% | 0.04% | +8.6% |
| Q1 2016 | $56,000 | +14.3% | 380 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $49,000 | – | 380 | – | 0.04% | – |
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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% |