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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,141,000 | +1.1% | 4,030 | 0.0% | 0.68% | -2.4% |
| Q3 2021 | $1,129,000 | +4.2% | 4,030 | 0.0% | 0.69% | -4.3% |
| Q2 2021 | $1,083,000 | +3.2% | 4,030 | 0.0% | 0.72% | +8.7% |
| Q1 2021 | $1,049,000 | +13.3% | 4,030 | 0.0% | 0.67% | +14.0% |
| Q4 2020 | $926,000 | +24.1% | 4,030 | 0.0% | 0.58% | +1.2% |
| Q3 2020 | $746,000 | -8.5% | 4,030 | -12.0% | 0.58% | -17.4% |
| Q2 2020 | $815,000 | +40.5% | 4,580 | +13.6% | 0.70% | +22.8% |
| Q1 2020 | $580,000 | -30.0% | 4,030 | 0.0% | 0.57% | -15.7% |
| Q4 2019 | $829,000 | +157.5% | 4,030 | +123.9% | 0.68% | +108.0% |
| Q3 2019 | $322,000 | -73.6% | 1,800 | -71.3% | 0.32% | -44.1% |
| Q2 2019 | $1,218,000 | +22.9% | 6,272 | +19.9% | 0.58% | +50.1% |
| Q1 2019 | $991,000 | +14.0% | 5,230 | 0.0% | 0.39% | -4.0% |
| Q4 2018 | $869,000 | +7.2% | 5,230 | +29.8% | 0.40% | +27.1% |
| Q3 2018 | $811,000 | +3.3% | 4,030 | 0.0% | 0.32% | +5.7% |
| Q2 2018 | $785,000 | – | 4,030 | – | 0.30% | – |
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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% |