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 | $1,162,000 | +13.4% | 4,466 | +0.2% | 0.40% | +11.3% |
| Q4 2020 | $1,025,000 | +22.6% | 4,459 | -1.2% | 0.36% | -4.7% |
| Q3 2020 | $836,000 | -99.9% | 4,514 | -0.0% | 0.38% | -0.3% |
| Q2 2020 | $802,743,000 | +378552.4% | 4,515 | +206.1% | 0.38% | +79.8% |
| Q1 2020 | $212,000 | -88.4% | 1,475 | -83.3% | 0.21% | -80.2% |
| Q4 2019 | $1,820,000 | +1.3% | 8,853 | -4.8% | 1.08% | +12.8% |
| Q3 2019 | $1,796,000 | -99.9% | 9,295 | +0.9% | 0.95% | +19.0% |
| Q2 2019 | $1,789,097,000 | – | 9,209 | – | 0.80% | – |
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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% |