ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $58,000 | -14.7% | 222 | -25.3% | 0.02% | -20.0% |
| Q4 2020 | $68,000 | +65.9% | 297 | +33.8% | 0.02% | +47.1% |
| Q3 2020 | $41,000 | -22.6% | 222 | -25.3% | 0.02% | -26.1% |
| Q2 2020 | $53,000 | +65.6% | 297 | +33.8% | 0.02% | +43.8% |
| Q1 2020 | $32,000 | -47.5% | 222 | -25.3% | 0.02% | -27.3% |
| Q4 2019 | $61,000 | +41.9% | 297 | +33.8% | 0.02% | +22.2% |
| Q3 2019 | $43,000 | 0.0% | 222 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $43,000 | +2.4% | 222 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $42,000 | +13.5% | 222 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $37,000 | +60.9% | 222 | +96.5% | 0.02% | +72.7% |
| Q3 2018 | $23,000 | -99.4% | 113 | -99.6% | 0.01% | -99.6% |
| Q4 2015 | $3,769,000 | – | 27,056 | – | 3.02% | – |
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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% |