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 | $1,057,000 | -0.9% | 3,933 | -0.3% | 0.35% | +1.7% |
| Q1 2021 | $1,067,000 | -92.9% | 3,944 | -93.9% | 0.35% | +10.5% |
| Q4 2020 | $14,979,000 | +17.7% | 65,175 | -5.1% | 0.31% | -35.9% |
| Q3 2020 | $12,724,000 | +22.7% | 68,665 | +17.8% | 0.49% | +16.1% |
| Q2 2020 | $10,367,000 | +18.2% | 58,301 | -4.3% | 0.42% | -10.0% |
| Q1 2020 | $8,768,000 | -76.2% | 60,946 | -66.0% | 0.47% | -64.3% |
| Q4 2019 | $36,903,000 | -47.7% | 179,299 | -50.9% | 1.32% | -51.7% |
| Q3 2019 | $70,561,000 | -0.1% | 365,165 | +0.4% | 2.72% | -8.3% |
| Q2 2019 | $70,633,000 | +45.0% | 363,602 | +41.4% | 2.97% | +39.2% |
| Q1 2019 | $48,698,000 | -3.7% | 257,118 | +2.4% | 2.14% | -3.9% |
| Q4 2018 | $50,561,000 | 0.0% | 251,183 | 0.0% | 2.22% | 0.0% |
| Q3 2018 | $50,561,000 | +11.4% | 251,183 | +7.8% | 2.22% | +2.4% |
| Q2 2018 | $45,401,000 | +12.1% | 233,087 | +7.9% | 2.17% | -8.8% |
| Q1 2018 | $40,506,000 | +16.7% | 215,953 | +18.1% | 2.38% | +4.3% |
| Q4 2017 | $34,716,000 | +30.8% | 182,927 | +23.3% | 2.28% | +12.1% |
| Q3 2017 | $26,532,000 | +79.9% | 148,309 | +74.9% | 2.03% | +52.3% |
| Q2 2017 | $14,747,000 | +48.6% | 84,776 | +46.2% | 1.34% | +22.0% |
| Q1 2017 | $9,927,000 | +313.3% | 57,980 | +299.1% | 1.09% | +239.8% |
| Q4 2016 | $2,402,000 | +1027.7% | 14,529 | +953.6% | 0.32% | +906.2% |
| Q3 2016 | $213,000 | -25.5% | 1,379 | -30.3% | 0.03% | -71.2% |
| Q4 2014 | $286,000 | – | 1,978 | – | 0.11% | – |
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% |