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 2022 | $315,000 | -18.4% | 1,209 | -12.6% | 0.06% | -19.4% |
| Q4 2021 | $386,000 | +45.7% | 1,384 | +37.6% | 0.07% | +26.3% |
| Q3 2021 | $265,000 | +28.0% | 1,006 | -4.6% | 0.06% | +3.6% |
| Q3 2020 | $207,000 | -95.7% | 1,054 | -96.1% | 0.06% | -96.1% |
| Q2 2020 | $4,841,000 | +8.1% | 27,345 | -6.4% | 1.42% | -10.3% |
| Q1 2020 | $4,477,000 | -23.1% | 29,227 | +2.9% | 1.59% | -7.8% |
| Q4 2019 | $5,822,000 | +19.3% | 28,396 | +8.9% | 1.72% | +1.8% |
| Q3 2019 | $4,879,000 | -3.5% | 26,083 | +0.3% | 1.69% | -5.6% |
| Q2 2019 | $5,054,000 | +5.2% | 26,016 | +2.5% | 1.79% | -1.6% |
| Q1 2019 | $4,805,000 | +68.4% | 25,371 | +47.6% | 1.82% | +54.2% |
| Q4 2018 | $2,854,000 | -13.5% | 17,184 | +4.6% | 1.18% | -10.6% |
| Q3 2018 | $3,300,000 | +4.3% | 16,434 | +1.2% | 1.32% | 0.0% |
| Q2 2018 | $3,163,000 | – | 16,239 | – | 1.32% | – |
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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% |