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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $421,000 | -2.1% | 1,599 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $430,000 | +12.6% | 1,599 | +8.9% | 0.05% | +4.3% |
| Q1 2021 | $382,000 | -93.2% | 1,468 | -94.0% | 0.05% | -93.3% |
| Q4 2020 | $5,582,000 | +19.4% | 24,289 | -3.7% | 0.69% | +11.0% |
| Q3 2020 | $4,675,000 | -16.1% | 25,227 | -19.5% | 0.62% | -22.0% |
| Q2 2020 | $5,569,000 | +29.3% | 31,321 | +4.7% | 0.80% | +11.3% |
| Q1 2020 | $4,306,000 | -78.7% | 29,929 | -70.3% | 0.72% | -77.5% |
| Q3 2018 | $20,251,000 | +2.2% | 100,605 | -1.1% | 3.17% | -2.2% |
| Q2 2018 | $19,811,000 | +3.3% | 101,712 | -0.5% | 3.24% | +2.0% |
| Q1 2018 | $19,169,000 | +20.2% | 102,196 | +21.6% | 3.18% | +5.4% |
| Q4 2017 | $15,944,000 | +6.7% | 84,017 | +0.6% | 3.01% | +1.0% |
| Q3 2017 | $14,944,000 | +1.1% | 83,531 | -1.7% | 2.98% | +3.6% |
| Q2 2017 | $14,778,000 | +1.2% | 84,957 | -0.4% | 2.88% | -5.7% |
| Q1 2017 | $14,608,000 | -17.7% | 85,316 | -20.5% | 3.05% | -22.9% |
| Q4 2016 | $17,743,000 | +7.7% | 107,312 | +0.8% | 3.96% | +7.5% |
| Q3 2016 | $16,473,000 | +4.8% | 106,475 | +1.2% | 3.68% | -4.8% |
| Q2 2016 | $15,712,000 | +3.4% | 105,172 | -0.2% | 3.87% | +2.0% |
| Q1 2016 | $15,194,000 | +64.7% | 105,376 | +59.1% | 3.79% | -3.8% |
| Q4 2015 | $9,227,000 | – | 66,227 | – | 3.94% | – |
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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% |