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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $118,000 | -13.9% | 513 | -30.5% | 0.03% | -29.2% |
| Q3 2020 | $137,000 | -12.7% | 738 | -16.5% | 0.05% | -20.0% |
| Q2 2020 | $157,000 | -18.7% | 884 | -34.1% | 0.06% | -31.8% |
| Q1 2020 | $193,000 | -30.1% | 1,341 | 0.0% | 0.09% | -10.2% |
| Q4 2019 | $276,000 | +22.1% | 1,341 | +14.8% | 0.10% | +11.4% |
| Q3 2019 | $226,000 | -0.4% | 1,168 | 0.0% | 0.09% | +1.1% |
| Q2 2019 | $227,000 | +2.7% | 1,168 | 0.0% | 0.09% | -5.4% |
| Q1 2019 | $221,000 | +17.6% | 1,168 | +3.0% | 0.09% | -2.1% |
| Q4 2018 | $188,000 | -14.9% | 1,134 | +3.4% | 0.09% | -3.1% |
| Q3 2018 | $221,000 | +3.3% | 1,097 | 0.0% | 0.10% | -3.0% |
| Q2 2018 | $214,000 | +21.6% | 1,097 | +17.1% | 0.10% | +22.0% |
| Q1 2018 | $176,000 | +6.7% | 937 | -22.6% | 0.08% | -21.9% |
| Q3 2015 | $165,000 | -10.3% | 1,211 | -1.3% | 0.10% | -0.9% |
| Q2 2015 | $184,000 | -18.2% | 1,227 | -17.2% | 0.11% | -20.9% |
| Q1 2015 | $225,000 | – | 1,482 | – | 0.13% | – |
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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% |