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 | $92,000 | +13.6% | 354 | 0.0% | 0.08% | +95.2% |
| Q4 2020 | $81,000 | +14.1% | 354 | -7.3% | 0.04% | -46.2% |
| Q3 2020 | $71,000 | +4.4% | 382 | 0.0% | 0.08% | -15.2% |
| Q2 2020 | $68,000 | +23.6% | 382 | 0.0% | 0.09% | -11.5% |
| Q1 2020 | $55,000 | -30.4% | 382 | 0.0% | 0.10% | -20.6% |
| Q4 2019 | $79,000 | +6.8% | 382 | 0.0% | 0.13% | +111.3% |
| Q3 2019 | $74,000 | 0.0% | 382 | 0.0% | 0.06% | -52.3% |
| Q2 2019 | $74,000 | +2.8% | 382 | 0.0% | 0.13% | -36.0% |
| Q1 2019 | $72,000 | +14.3% | 382 | 0.0% | 0.20% | +76.5% |
| Q4 2018 | $63,000 | -18.2% | 382 | 0.0% | 0.12% | -8.0% |
| Q3 2018 | $77,000 | +4.1% | 382 | 0.0% | 0.12% | -5.3% |
| Q2 2018 | $74,000 | +2.8% | 382 | 0.0% | 0.13% | -29.4% |
| Q1 2018 | $72,000 | -51.4% | 382 | -72.1% | 0.19% | +3.9% |
| Q4 2017 | $148,000 | +117.6% | 1,369 | +258.4% | 0.18% | +48.8% |
| Q3 2017 | $68,000 | +4.6% | 382 | 0.0% | 0.12% | +1.7% |
| Q2 2017 | $65,000 | 0.0% | 382 | 0.0% | 0.12% | 0.0% |
| Q1 2017 | $65,000 | -25.3% | 382 | -27.4% | 0.12% | -5.6% |
| Q4 2016 | $87,000 | – | 526 | – | 0.13% | – |
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% |