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 | $379,228,000 | +13.2% | 1,457 | 0.0% | 0.07% | -5.1% |
| Q4 2020 | $334,862,000 | +24.0% | 1,457 | 0.0% | 0.08% | +1.3% |
| Q3 2020 | $269,997,000 | +1.4% | 1,457 | -2.7% | 0.08% | -14.4% |
| Q2 2020 | $266,197,000 | +16.3% | 1,497 | -5.9% | 0.09% | -6.2% |
| Q1 2020 | $228,881,000 | -25.7% | 1,591 | +6.3% | 0.10% | -2.0% |
| Q4 2019 | $308,113,000 | +37.2% | 1,497 | +28.8% | 0.10% | +25.6% |
| Q3 2019 | $224,533,000 | -24.6% | 1,162 | -24.2% | 0.08% | -27.8% |
| Q2 2019 | $297,607,000 | -0.0% | 1,532 | -2.5% | 0.11% | +5.9% |
| Q1 2019 | $297,737,000 | +14.1% | 1,572 | 0.0% | 0.10% | +2.0% |
| Q4 2018 | $261,046,000 | – | 1,572 | – | 0.10% | – |
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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% |