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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $424,000 | -87.7% | 2,290 | -88.2% | 0.61% | -86.1% |
| Q2 2020 | $3,461,000 | +8.6% | 19,466 | -12.1% | 4.37% | +2.2% |
| Q1 2020 | $3,186,000 | -32.7% | 22,149 | -3.7% | 4.28% | +6.1% |
| Q4 2019 | $4,733,000 | +6.2% | 22,994 | -0.3% | 4.03% | -13.0% |
| Q3 2019 | $4,458,000 | +2.4% | 23,070 | -16.4% | 4.63% | +19.3% |
| Q2 2019 | $4,354,000 | +0.2% | 27,610 | +20.4% | 3.88% | -11.5% |
| Q1 2019 | $4,344,000 | -28.4% | 22,934 | -37.3% | 4.39% | -38.9% |
| Q4 2018 | $6,071,000 | – | 36,561 | – | 7.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |