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 | $955,000 | -53.2% | 3,560 | -50.6% | 0.12% | -26.9% |
| Q4 2021 | $2,041,000 | +10.7% | 7,210 | +2.9% | 0.16% | +15.9% |
| Q3 2021 | $1,844,000 | -7.4% | 7,010 | -5.4% | 0.14% | -2.8% |
| Q2 2021 | $1,992,000 | +3.3% | 7,410 | 0.0% | 0.14% | +6.8% |
| Q1 2021 | $1,929,000 | +28.9% | 7,410 | +13.8% | 0.13% | +14.7% |
| Q4 2020 | $1,496,000 | +20.4% | 6,510 | -3.0% | 0.12% | -3.3% |
| Q3 2020 | $1,243,000 | +4.2% | 6,710 | 0.0% | 0.12% | +6.2% |
| Q2 2020 | $1,193,000 | +32.7% | 6,710 | +7.4% | 0.11% | -2.6% |
| Q1 2020 | $899,000 | +1.5% | 6,250 | +41.4% | 0.12% | +23.4% |
| Q4 2019 | $886,000 | -8.9% | 4,420 | -11.2% | 0.09% | -6.0% |
| Q3 2019 | $973,000 | -11.2% | 4,980 | -10.8% | 0.10% | -16.0% |
| Q2 2019 | $1,096,000 | -10.0% | 5,580 | -13.2% | 0.12% | -11.9% |
| Q1 2019 | $1,218,000 | +14.2% | 6,430 | 0.0% | 0.14% | +50.0% |
| Q4 2018 | $1,067,000 | -10.9% | 6,430 | -2.3% | 0.09% | -6.2% |
| Q3 2018 | $1,198,000 | -7.3% | 6,580 | -0.8% | 0.10% | +3.2% |
| Q2 2018 | $1,292,000 | +2.3% | 6,630 | -1.5% | 0.09% | +9.4% |
| Q1 2018 | $1,263,000 | -1.8% | 6,730 | -0.7% | 0.08% | +1.2% |
| Q4 2017 | $1,286,000 | +14.1% | 6,780 | +7.6% | 0.08% | +12.0% |
| Q3 2017 | $1,127,000 | +12.7% | 6,300 | +9.6% | 0.08% | +8.7% |
| Q2 2017 | $1,000,000 | -7.3% | 5,750 | -8.7% | 0.07% | -6.8% |
| Q1 2017 | $1,079,000 | -99.9% | 6,300 | 0.0% | 0.07% | -35.1% |
| Q4 2016 | $1,042,000,000 | – | 6,300 | – | 0.11% | – |
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% |