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 2021 | $380,000 | +7.3% | 1,345 | 0.0% | 0.18% | -0.5% |
| Q3 2021 | $354,000 | -6.3% | 1,345 | -4.6% | 0.18% | -1.1% |
| Q2 2021 | $378,000 | -99.9% | 1,410 | -10.6% | 0.19% | +0.5% |
| Q1 2021 | $410,462,000 | +104078.2% | 1,577 | -8.0% | 0.19% | -13.5% |
| Q4 2020 | $394,000 | +24.3% | 1,715 | 0.0% | 0.22% | +12.0% |
| Q3 2020 | $317,000 | -0.3% | 1,715 | -4.2% | 0.19% | -5.0% |
| Q2 2020 | $318,000 | +1.6% | 1,790 | -18.0% | 0.20% | -16.9% |
| Q1 2020 | $313,000 | -100.0% | 2,182 | -45.6% | 0.24% | -46.1% |
| Q4 2019 | $826,240,000 | +102794.1% | 4,014 | -5.2% | 0.45% | -7.6% |
| Q3 2019 | $803,000 | -5.2% | 4,236 | -2.9% | 0.49% | +1.0% |
| Q2 2019 | $847,000 | +4.4% | 4,361 | +2.9% | 0.48% | +4.5% |
| Q1 2019 | $811,000 | +58.4% | 4,239 | +37.3% | 0.46% | +35.1% |
| Q4 2018 | $512,000 | – | 3,087 | – | 0.34% | – |
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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% |