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 | $877,000 | +14.3% | 3,370 | +0.9% | 0.04% | +8.3% |
| Q4 2020 | $767,000 | +12.1% | 3,339 | -9.5% | 0.04% | -5.3% |
| Q3 2020 | $684,000 | +11.4% | 3,691 | +6.8% | 0.04% | +2.7% |
| Q2 2020 | $614,000 | +79.0% | 3,456 | +44.9% | 0.04% | +54.2% |
| Q1 2020 | $343,000 | -30.1% | 2,385 | 0.0% | 0.02% | -11.1% |
| Q4 2019 | $491,000 | -3.0% | 2,385 | -9.0% | 0.03% | -10.0% |
| Q3 2019 | $506,000 | -4.0% | 2,620 | -3.5% | 0.03% | -6.2% |
| Q2 2019 | $527,000 | +0.8% | 2,714 | -1.7% | 0.03% | 0.0% |
| Q1 2019 | $523,000 | -17.5% | 2,760 | -27.7% | 0.03% | -25.6% |
| Q4 2018 | $634,000 | +14.2% | 3,820 | +38.4% | 0.04% | -14.0% |
| Q3 2018 | $555,000 | +14.9% | 2,760 | +11.2% | 0.05% | +8.7% |
| Q2 2018 | $483,000 | +0.4% | 2,481 | -3.3% | 0.05% | -2.1% |
| Q1 2018 | $481,000 | +42.7% | 2,565 | +44.3% | 0.05% | +46.9% |
| Q4 2017 | $337,000 | -18.2% | 1,777 | -22.8% | 0.03% | -22.0% |
| Q3 2017 | $412,000 | -12.2% | 2,302 | -14.7% | 0.04% | -12.8% |
| Q2 2017 | $469,000 | +53.8% | 2,699 | +51.4% | 0.05% | +56.7% |
| Q1 2017 | $305,000 | +11.7% | 1,783 | +8.1% | 0.03% | +7.1% |
| Q4 2016 | $273,000 | +7.1% | 1,649 | +0.2% | 0.03% | +7.7% |
| Q3 2016 | $255,000 | +5.8% | 1,645 | +1.9% | 0.03% | +4.0% |
| Q2 2016 | $241,000 | – | 1,615 | – | 0.02% | – |
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% |