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 2020 | $1,621,000 | -54.8% | 7,055 | -59.6% | 0.92% | -51.6% |
| Q4 2019 | $3,584,000 | -27.9% | 17,453 | -32.2% | 1.91% | -24.6% |
| Q3 2019 | $4,973,000 | -47.5% | 25,734 | -47.2% | 2.54% | -24.5% |
| Q2 2019 | $9,467,000 | +9.6% | 48,735 | +6.8% | 3.36% | +3.9% |
| Q1 2019 | $8,641,000 | +21.4% | 45,625 | +6.4% | 3.23% | +4.6% |
| Q4 2018 | $7,119,000 | -17.0% | 42,871 | +0.7% | 3.09% | -2.5% |
| Q3 2018 | $8,572,000 | +7.4% | 42,583 | +4.0% | 3.17% | -0.4% |
| Q2 2018 | $7,978,000 | +9.5% | 40,961 | +5.4% | 3.18% | +8.8% |
| Q1 2018 | $7,289,000 | +3.2% | 38,860 | +4.4% | 2.92% | +6.7% |
| Q4 2017 | $7,063,000 | +9.6% | 37,219 | +3.4% | 2.74% | +3.4% |
| Q3 2017 | $6,442,000 | +4.3% | 36,007 | +1.4% | 2.64% | 0.0% |
| Q2 2017 | $6,176,000 | +11.8% | 35,504 | +10.0% | 2.64% | +6.7% |
| Q1 2017 | $5,526,000 | +13.8% | 32,276 | +9.9% | 2.48% | +9.8% |
| Q4 2016 | $4,855,000 | +14.4% | 29,366 | +7.0% | 2.26% | +12.0% |
| Q3 2016 | $4,245,000 | +6.3% | 27,436 | +2.6% | 2.02% | +2.8% |
| Q2 2016 | $3,995,000 | +40.2% | 26,743 | +35.3% | 1.96% | +29.3% |
| Q1 2016 | $2,850,000 | +9.4% | 19,763 | +5.7% | 1.52% | +3.5% |
| Q4 2015 | $2,604,000 | +24.7% | 18,691 | +22.3% | 1.46% | +40.2% |
| Q3 2015 | $2,088,000 | -8.2% | 15,288 | +0.9% | 1.04% | +1.2% |
| Q2 2015 | $2,274,000 | +15.3% | 15,159 | +16.8% | 1.03% | +11.9% |
| Q1 2015 | $1,972,000 | – | 12,978 | – | 0.92% | – |
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% |