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 | $11,312,000 | +0.7% | 42,093 | -2.4% | 0.13% | +2.3% |
| Q1 2021 | $11,231,000 | -58.1% | 43,146 | -63.0% | 0.13% | -59.3% |
| Q4 2020 | $26,793,000 | +14.8% | 116,576 | -7.4% | 0.32% | +3.2% |
| Q3 2020 | $23,338,000 | +1.8% | 125,939 | -2.3% | 0.31% | -2.5% |
| Q2 2020 | $22,924,000 | +28.0% | 128,913 | +3.6% | 0.32% | +12.3% |
| Q1 2020 | $17,903,000 | -21.1% | 124,442 | +13.0% | 0.28% | +25.6% |
| Q4 2019 | $22,697,000 | +12.1% | 110,107 | +5.0% | 0.23% | +2.7% |
| Q3 2019 | $20,255,000 | +3.7% | 104,821 | +4.2% | 0.22% | +4.7% |
| Q2 2019 | $19,540,000 | +29.8% | 100,586 | +26.5% | 0.21% | +27.9% |
| Q1 2019 | $15,056,000 | +27.3% | 79,488 | +11.6% | 0.16% | +8.6% |
| Q4 2018 | $11,828,000 | -1.8% | 71,222 | +19.0% | 0.15% | +31.0% |
| Q3 2018 | $12,049,000 | +7.7% | 59,860 | +4.2% | 0.12% | +4.5% |
| Q2 2018 | $11,187,000 | +11.0% | 57,434 | +6.9% | 0.11% | +7.8% |
| Q1 2018 | $10,077,000 | +11.7% | 53,725 | +13.0% | 0.10% | +21.2% |
| Q4 2017 | $9,024,000 | +4.1% | 47,550 | -1.9% | 0.08% | +21.4% |
| Q3 2017 | $8,672,000 | +22.3% | 48,472 | +18.9% | 0.07% | +16.7% |
| Q2 2017 | $7,088,000 | +23.6% | 40,750 | +21.6% | 0.06% | +22.4% |
| Q1 2017 | $5,736,000 | +23.9% | 33,501 | +19.6% | 0.05% | +28.9% |
| Q4 2016 | $4,631,000 | +32.1% | 28,011 | +23.6% | 0.04% | +40.7% |
| Q3 2016 | $3,507,000 | +61.1% | 22,668 | +55.5% | 0.03% | +42.1% |
| Q2 2016 | $2,177,000 | +85.6% | 14,574 | +79.1% | 0.02% | +72.7% |
| Q1 2016 | $1,173,000 | – | 8,138 | – | 0.01% | – |
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% |