ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $38,000 | -19.1% | 143 | -21.0% | 0.01% | -28.6% |
| Q1 2021 | $47,000 | -25.4% | 181 | -34.4% | 0.01% | -30.0% |
| Q4 2020 | $63,000 | +23.5% | 276 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $51,000 | +4.1% | 276 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $49,000 | +22.5% | 276 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $40,000 | -29.8% | 276 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $57,000 | -96.5% | 276 | -96.7% | 0.01% | -96.9% |
| Q3 2019 | $1,635,000 | -0.5% | 8,463 | 0.0% | 0.19% | -9.0% |
| Q2 2019 | $1,644,000 | +2.6% | 8,463 | 0.0% | 0.21% | +2.9% |
| Q1 2019 | $1,603,000 | -2.7% | 8,463 | 0.0% | 0.20% | -18.3% |
| Q4 2018 | $1,648,000 | -3.3% | 8,463 | 0.0% | 0.25% | +2.9% |
| Q3 2018 | $1,704,000 | +3.4% | 8,463 | 0.0% | 0.24% | -2.4% |
| Q2 2018 | $1,648,000 | +2.6% | 8,463 | -1.2% | 0.25% | -2.3% |
| Q1 2018 | $1,607,000 | -2.4% | 8,568 | -1.2% | 0.26% | +4.5% |
| Q4 2017 | $1,646,000 | +6.1% | 8,672 | 0.0% | 0.24% | +2.1% |
| Q3 2017 | $1,551,000 | +2.9% | 8,672 | 0.0% | 0.24% | 0.0% |
| Q2 2017 | $1,508,000 | +0.5% | 8,672 | -1.1% | 0.24% | +0.8% |
| Q1 2017 | $1,501,000 | +3.5% | 8,767 | 0.0% | 0.24% | +7.7% |
| Q4 2016 | $1,450,000 | +6.9% | 8,767 | 0.0% | 0.22% | +8.3% |
| Q3 2016 | $1,356,000 | +3.5% | 8,767 | 0.0% | 0.20% | +9.1% |
| Q2 2016 | $1,310,000 | +3.6% | 8,767 | 0.0% | 0.19% | +6.9% |
| Q1 2016 | $1,264,000 | +100.0% | 8,767 | +93.2% | 0.18% | +96.6% |
| Q4 2015 | $632,000 | +1.9% | 4,538 | 0.0% | 0.09% | -14.4% |
| Q3 2015 | $620,000 | -9.0% | 4,538 | 0.0% | 0.10% | -3.7% |
| Q2 2015 | $681,000 | -1.7% | 4,538 | -0.6% | 0.11% | -1.8% |
| Q1 2015 | $693,000 | -39.2% | 4,564 | -42.0% | 0.11% | -22.0% |
| Q4 2014 | $1,139,000 | +6.0% | 7,864 | 0.0% | 0.14% | -2.1% |
| Q3 2014 | $1,075,000 | -4.4% | 7,864 | 0.0% | 0.14% | -4.0% |
| Q2 2014 | $1,125,000 | +4.1% | 7,864 | 0.0% | 0.15% | -13.3% |
| Q1 2014 | $1,081,000 | +2.8% | 7,864 | 0.0% | 0.17% | +5.5% |
| Q4 2013 | $1,052,000 | +7.8% | 7,864 | 0.0% | 0.16% | -2.4% |
| Q3 2013 | $976,000 | +6.4% | 7,864 | -0.9% | 0.17% | -1.8% |
| Q2 2013 | $917,000 | – | 7,939 | – | 0.17% | – |
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% |