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 | $309,000 | +5.1% | 1,130 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $294,000 | +13.1% | 1,130 | 0.0% | 0.02% | +9.1% |
| Q4 2020 | $260,000 | +24.4% | 1,130 | 0.0% | 0.02% | +10.0% |
| Q3 2020 | $209,000 | +4.0% | 1,130 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $201,000 | -13.7% | 1,130 | 0.0% | 0.02% | -13.0% |
| Q4 2019 | $233,000 | +6.9% | 1,130 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $218,000 | -0.9% | 1,130 | 0.0% | 0.02% | +4.3% |
| Q2 2019 | $220,000 | +2.8% | 1,130 | 0.0% | 0.02% | +4.5% |
| Q1 2019 | $214,000 | -6.1% | 1,130 | 0.0% | 0.02% | -12.0% |
| Q3 2018 | $228,000 | +3.6% | 1,130 | 0.0% | 0.02% | +13.6% |
| Q2 2018 | $220,000 | -0.9% | 1,130 | -4.6% | 0.02% | -12.0% |
| Q1 2018 | $222,000 | -33.1% | 1,185 | -32.2% | 0.02% | -34.2% |
| Q4 2017 | $332,000 | – | 1,749 | – | 0.04% | – |
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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% |