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 2022 | $4,000 | -20.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | -66.7% | 18 | -67.9% | 0.00% | -70.0% |
| Q3 2021 | $15,000 | 0.0% | 56 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 56 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $15,000 | +15.4% | 56 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $13,000 | +30.0% | 56 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $10,000 | +233.3% | 56 | +211.1% | 0.01% | +200.0% |
| Q2 2020 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 18 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $4,000 | +33.3% | 18 | 0.0% | 0.00% | +33.3% |
| Q3 2019 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -25.0% | 18 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | +33.3% | 18 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | -25.0% | 18 | -10.0% | 0.00% | -25.0% |
| Q3 2017 | $4,000 | +33.3% | 20 | 0.0% | 0.00% | +33.3% |
| Q2 2017 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | -25.0% | 20 | -23.1% | 0.00% | -40.0% |
| Q4 2016 | $4,000 | 0.0% | 26 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $4,000 | 0.0% | 26 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $4,000 | 0.0% | 26 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $4,000 | 0.0% | 26 | 0.0% | 0.00% | +33.3% |
| Q3 2015 | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | -89.5% | 26 | -89.6% | 0.00% | -88.9% |
| Q1 2015 | $38,000 | +5.6% | 251 | 0.0% | 0.03% | -3.6% |
| Q4 2014 | $36,000 | +5.9% | 251 | 0.0% | 0.03% | +7.7% |
| Q3 2014 | $34,000 | -5.6% | 251 | 0.0% | 0.03% | -7.1% |
| Q2 2014 | $36,000 | +2.9% | 251 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $35,000 | -43.5% | 251 | -45.4% | 0.03% | -39.1% |
| Q4 2013 | $62,000 | – | 460 | – | 0.05% | – |
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% |