ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $5,048,000 | -31.1% | 35,092 | -1.4% | 0.89% | -10.8% |
| Q4 2019 | $7,327,000 | +8.7% | 35,597 | +1.3% | 1.00% | -0.8% |
| Q3 2019 | $6,742,000 | +1.8% | 35,145 | +3.1% | 1.01% | +5.0% |
| Q2 2019 | $6,621,000 | +14.6% | 34,083 | +11.8% | 0.96% | +11.1% |
| Q1 2019 | $5,775,000 | +24.4% | 30,489 | +7.9% | 0.86% | +13.1% |
| Q4 2018 | $4,641,000 | -18.6% | 28,245 | -1.0% | 0.76% | -3.2% |
| Q3 2018 | $5,701,000 | +5.7% | 28,540 | +3.0% | 0.79% | 0.0% |
| Q2 2018 | $5,396,000 | +6.7% | 27,702 | +4.0% | 0.79% | +7.2% |
| Q1 2018 | $5,057,000 | +3.2% | 26,635 | +3.2% | 0.74% | +0.1% |
| Q4 2017 | $4,899,000 | +13.9% | 25,815 | +7.4% | 0.74% | +7.4% |
| Q3 2017 | $4,300,000 | +4.4% | 24,035 | +1.5% | 0.68% | +29.0% |
| Q2 2017 | $4,118,000 | -0.9% | 23,672 | -2.5% | 0.53% | -19.1% |
| Q1 2017 | $4,157,000 | +9.0% | 24,277 | +5.3% | 0.66% | +3.5% |
| Q4 2016 | $3,813,000 | +30.8% | 23,059 | +22.4% | 0.63% | +27.6% |
| Q3 2016 | $2,915,000 | +6.6% | 18,846 | +2.9% | 0.50% | +5.5% |
| Q2 2016 | $2,734,000 | +66.9% | 18,306 | +61.1% | 0.47% | -27.2% |
| Q1 2016 | $1,638,000 | -62.8% | 11,361 | -64.1% | 0.65% | +34.8% |
| Q4 2015 | $4,406,000 | +171.5% | 31,622 | +166.1% | 0.48% | +42.0% |
| Q3 2015 | $1,623,000 | -14.4% | 11,883 | -6.0% | 0.34% | -8.2% |
| Q2 2015 | $1,895,000 | +23.5% | 12,638 | +25.2% | 0.37% | +26.0% |
| Q1 2015 | $1,535,000 | +5.4% | 10,098 | +0.3% | 0.29% | +3.2% |
| Q4 2014 | $1,457,000 | +4.7% | 10,063 | -1.2% | 0.28% | +3.3% |
| Q3 2014 | $1,392,000 | -6.3% | 10,183 | -1.9% | 0.27% | +6.6% |
| Q2 2014 | $1,486,000 | +2.1% | 10,383 | -2.0% | 0.26% | -2.7% |
| Q1 2014 | $1,456,000 | -6.1% | 10,593 | -8.6% | 0.26% | -10.8% |
| Q4 2013 | $1,551,000 | -1.5% | 11,593 | -8.6% | 0.30% | -9.5% |
| Q3 2013 | $1,575,000 | +11.2% | 12,686 | +3.5% | 0.33% | +6.5% |
| Q2 2013 | $1,416,000 | – | 12,256 | – | 0.31% | – |
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% |