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 | $3,996,000 | +5.6% | 14,875 | +2.3% | 1.05% | -4.3% |
| Q1 2021 | $3,783,000 | +18.4% | 14,545 | +4.8% | 1.10% | +12.2% |
| Q4 2020 | $3,196,000 | +22.0% | 13,876 | -1.6% | 0.98% | +4.9% |
| Q3 2020 | $2,619,000 | +7.4% | 14,108 | +2.9% | 0.94% | +1.2% |
| Q2 2020 | $2,438,000 | +47.3% | 13,716 | +19.1% | 0.92% | +33.3% |
| Q1 2020 | $1,655,000 | -51.1% | 11,514 | -32.0% | 0.69% | -68.8% |
| Q3 2018 | $3,386,000 | – | 16,927 | – | 2.22% | – |
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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% |