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 | $4,800,000 | +36.3% | 17,886 | +43.8% | 0.94% | +55.3% |
| Q4 2021 | $3,521,000 | +17.1% | 12,439 | +8.9% | 0.61% | -7.3% |
| Q3 2021 | $3,006,000 | +4.7% | 11,427 | +7.0% | 0.65% | +3.3% |
| Q2 2021 | $2,870,000 | +19.8% | 10,680 | +16.0% | 0.63% | -19.9% |
| Q1 2021 | $2,395,000 | -1.2% | 9,205 | -12.7% | 0.79% | +12.5% |
| Q4 2020 | $2,423,000 | -38.4% | 10,544 | -50.3% | 0.70% | -46.6% |
| Q3 2020 | $3,935,000 | -93.6% | 21,233 | -95.0% | 1.32% | -91.7% |
| Q2 2020 | $61,496,000 | +1990.3% | 423,121 | +1969.2% | 15.78% | +1116.8% |
| Q1 2020 | $2,942,000 | -24.8% | 20,449 | +1.0% | 1.30% | +0.5% |
| Q3 2019 | $3,914,000 | +3.6% | 20,254 | +4.2% | 1.29% | +7.8% |
| Q2 2019 | $3,777,000 | -0.9% | 19,444 | -3.4% | 1.20% | -5.9% |
| Q1 2019 | $3,812,000 | – | 20,125 | – | 1.27% | – |
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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% |