ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $233,000 | -5.3% | 868 | 0.0% | 0.10% | -2.0% |
| Q4 2021 | $246,000 | +7.9% | 868 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $228,000 | -2.1% | 868 | 0.0% | 0.10% | +81.5% |
| Q2 2021 | $233,000 | -48.0% | 868 | -49.5% | 0.05% | -43.2% |
| Q1 2021 | $448,000 | +11.4% | 1,718 | -23.9% | 0.10% | -15.9% |
| Q2 2020 | $402,000 | +45.7% | 2,258 | +17.9% | 0.11% | +41.2% |
| Q1 2020 | $276,000 | -78.5% | 1,915 | -69.2% | 0.08% | -75.8% |
| Q4 2019 | $1,282,000 | – | 6,227 | – | 0.33% | – |
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% |