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 | $799,000 | +1.0% | 2,975 | -2.1% | 0.42% | +23.4% |
| Q1 2021 | $791,000 | +7.8% | 3,040 | -4.8% | 0.34% | -2.3% |
| Q4 2020 | $734,000 | +24.0% | 3,194 | 0.0% | 0.34% | +13.5% |
| Q3 2020 | $592,000 | -5.7% | 3,194 | -9.5% | 0.30% | -9.0% |
| Q2 2020 | $628,000 | +23.6% | 3,531 | 0.0% | 0.33% | +3.7% |
| Q1 2020 | $508,000 | -44.6% | 3,531 | -20.8% | 0.32% | -21.8% |
| Q4 2019 | $917,000 | +3.1% | 4,457 | -3.1% | 0.41% | +1.0% |
| Q3 2019 | $889,000 | -8.5% | 4,598 | -8.1% | 0.41% | -8.7% |
| Q2 2019 | $972,000 | +0.9% | 5,004 | -1.5% | 0.45% | +7.5% |
| Q1 2019 | $963,000 | +13.4% | 5,082 | -0.5% | 0.42% | +4.0% |
| Q4 2018 | $849,000 | -17.5% | 5,110 | 0.0% | 0.40% | +3.9% |
| Q3 2018 | $1,029,000 | +56.4% | 5,110 | +51.3% | 0.38% | +41.0% |
| Q2 2018 | $658,000 | -30.4% | 3,378 | -33.1% | 0.27% | +0.4% |
| Q1 2018 | $946,000 | +0.6% | 5,046 | +1.9% | 0.27% | -1.1% |
| Q4 2017 | $940,000 | +16.9% | 4,952 | +10.2% | 0.28% | +1.9% |
| Q3 2017 | $804,000 | +48.9% | 4,495 | +44.9% | 0.27% | +40.6% |
| Q2 2017 | $540,000 | +82.4% | 3,102 | +79.6% | 0.19% | +17.8% |
| Q1 2017 | $296,000 | +1.7% | 1,727 | -1.7% | 0.16% | -3.0% |
| Q4 2016 | $291,000 | +11.1% | 1,757 | +3.8% | 0.17% | +8.4% |
| Q3 2016 | $262,000 | -50.1% | 1,692 | -51.8% | 0.16% | -52.0% |
| Q2 2016 | $525,000 | +1.0% | 3,512 | -2.8% | 0.32% | +3.5% |
| Q1 2016 | $520,000 | +56.6% | 3,612 | +51.4% | 0.31% | +50.0% |
| Q4 2015 | $332,000 | +245.8% | 2,385 | +240.7% | 0.21% | +333.3% |
| Q3 2014 | $96,000 | -4.0% | 700 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $100,000 | +4.2% | 700 | 0.0% | 0.05% | +54.8% |
| Q1 2014 | $96,000 | -7.7% | 700 | -9.7% | 0.03% | -13.9% |
| Q4 2013 | $104,000 | +845.5% | 775 | +742.4% | 0.04% | +800.0% |
| Q2 2013 | $11,000 | – | 92 | – | 0.00% | – |
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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% |