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 | $251,000 | -14.6% | 935 | -10.1% | 0.19% | -12.6% |
| Q4 2021 | $294,000 | -11.7% | 1,040 | -17.9% | 0.22% | -19.2% |
| Q3 2021 | $333,000 | -20.9% | 1,267 | -19.1% | 0.27% | -16.4% |
| Q2 2021 | $421,000 | -10.0% | 1,567 | -12.8% | 0.32% | -16.8% |
| Q1 2021 | $468,000 | +11.4% | 1,797 | -1.6% | 0.38% | +4.4% |
| Q4 2020 | $420,000 | +15.1% | 1,826 | -7.2% | 0.37% | +1.4% |
| Q3 2020 | $365,000 | +2.2% | 1,967 | -2.0% | 0.36% | -3.0% |
| Q2 2020 | $357,000 | +14.1% | 2,007 | -7.6% | 0.37% | -9.5% |
| Q1 2020 | $313,000 | -35.3% | 2,173 | -7.5% | 0.41% | -14.0% |
| Q4 2019 | $484,000 | – | 2,350 | – | 0.48% | – |
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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% |