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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $7,892,000 | +20.4% | 34,337 | -2.9% | 17.70% | +4.6% |
| Q3 2020 | $6,556,000 | +4.5% | 35,380 | +0.3% | 16.92% | +12.1% |
| Q2 2020 | $6,274,000 | +26.9% | 35,284 | +2.7% | 15.09% | +153.9% |
| Q1 2020 | $4,945,000 | -31.4% | 34,371 | -1.8% | 5.94% | -15.1% |
| Q4 2019 | $7,206,000 | +9.1% | 35,011 | +2.4% | 7.00% | +0.4% |
| Q3 2019 | $6,604,000 | -8.7% | 34,175 | -8.2% | 6.97% | -2.3% |
| Q2 2019 | $7,233,000 | +9.1% | 37,234 | +6.3% | 7.13% | -0.3% |
| Q1 2019 | $6,632,000 | -13.0% | 35,014 | -23.7% | 7.15% | -21.9% |
| Q4 2018 | $7,625,000 | -17.2% | 45,915 | +0.4% | 9.16% | -1.7% |
| Q3 2018 | $9,206,000 | +0.8% | 45,736 | -2.5% | 9.32% | -1.7% |
| Q2 2018 | $9,134,000 | -0.4% | 46,894 | -4.1% | 9.49% | +11.9% |
| Q1 2018 | $9,172,000 | -3.6% | 48,899 | -2.5% | 8.48% | -2.6% |
| Q4 2017 | $9,517,000 | – | 50,148 | – | 8.70% | – |
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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% |