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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $446,000 | -49.4% | 1,712 | -55.4% | 0.08% | -51.4% |
| Q4 2020 | $882,000 | +40.7% | 3,838 | +13.4% | 0.18% | +22.4% |
| Q3 2020 | $627,000 | +1.8% | 3,384 | -2.3% | 0.14% | -5.3% |
| Q2 2020 | $616,000 | +225.9% | 3,462 | +277.5% | 0.15% | +251.2% |
| Q4 2019 | $189,000 | -34.4% | 917 | -38.2% | 0.04% | -32.8% |
| Q2 2019 | $288,000 | -78.0% | 1,484 | -78.5% | 0.06% | -78.9% |
| Q4 2017 | $1,312,000 | +426.9% | 6,917 | +379.0% | 0.30% | +339.1% |
| Q2 2017 | $249,000 | +388.2% | 1,444 | +289.2% | 0.07% | +40.8% |
| Q3 2014 | $51,000 | – | 371 | – | 0.05% | – |
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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% |