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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $115,000 | +12.7% | 444 | 0.0% | 0.10% | +5.3% |
| Q4 2020 | $102,000 | +24.4% | 444 | 0.0% | 0.09% | +20.5% |
| Q3 2020 | $82,000 | +5.1% | 444 | 0.0% | 0.08% | +32.2% |
| Q2 2020 | $78,000 | +23.8% | 444 | 0.0% | 0.06% | +7.3% |
| Q1 2020 | $63,000 | -30.8% | 444 | 0.0% | 0.06% | -11.3% |
| Q4 2019 | $91,000 | +7.1% | 444 | 0.0% | 0.06% | +6.9% |
| Q3 2019 | $85,000 | -1.2% | 444 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $86,000 | +2.4% | 444 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $84,000 | +15.1% | 444 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $73,000 | -7.6% | 444 | 0.0% | 0.06% | -6.2% |
| Q3 2017 | $79,000 | +29.5% | 444 | 0.0% | 0.06% | +12.3% |
| Q3 2015 | $61,000 | -9.0% | 444 | 0.0% | 0.06% | -10.9% |
| Q2 2015 | $67,000 | – | 444 | – | 0.06% | – |
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% |