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 | $5,944,000 | +2.0% | 22,119 | -1.2% | 0.60% | -5.9% |
| Q1 2021 | $5,826,000 | +12.3% | 22,384 | -0.9% | 0.64% | +5.9% |
| Q4 2020 | $5,189,000 | +24.2% | 22,576 | +0.2% | 0.61% | +7.8% |
| Q3 2020 | $4,177,000 | +2.1% | 22,541 | -2.0% | 0.56% | -17.0% |
| Q2 2020 | $4,090,000 | +23.9% | 23,001 | +0.3% | 0.68% | +1.7% |
| Q1 2020 | $3,300,000 | +32.9% | 22,936 | +90.2% | 0.67% | +63.6% |
| Q4 2019 | $2,483,000 | +3.3% | 12,062 | -3.0% | 0.41% | -4.9% |
| Q3 2019 | $2,403,000 | -0.9% | 12,435 | -0.3% | 0.43% | -1.8% |
| Q2 2019 | $2,424,000 | +2.2% | 12,477 | -0.4% | 0.44% | -1.4% |
| Q1 2019 | $2,372,000 | +6.6% | 12,524 | -6.6% | 0.44% | -4.7% |
| Q4 2018 | $2,226,000 | – | 13,405 | – | 0.46% | – |
Download | ||||||
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% |