ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,926,738 | +25.9% | 120,019 | +32.0% | 0.25% | +32.8% |
| Q2 2023 | $23,777,945 | +14.7% | 90,936 | +9.7% | 0.19% | +5.1% |
| Q1 2023 | $20,728,007 | +78189.8% | 82,859 | -24.3% | 0.18% | -21.0% |
| Q4 2022 | $26,476 | -99.9% | 109,455 | -47.8% | 0.22% | -51.6% |
| Q3 2022 | $46,000,000 | -3.6% | 209,797 | -0.5% | 0.46% | -9.2% |
| Q2 2022 | $47,708,000 | -2.2% | 210,883 | +16.0% | 0.51% | +5.8% |
| Q1 2022 | $48,780,000 | +11.4% | 181,784 | +17.5% | 0.48% | +5.0% |
| Q4 2021 | $43,777,000 | +30.8% | 154,647 | +21.6% | 0.46% | +18.0% |
| Q3 2021 | $33,463,000 | -32.1% | 127,203 | -30.6% | 0.39% | -29.3% |
| Q2 2021 | $49,267,000 | +5.2% | 183,332 | +1.9% | 0.55% | -4.5% |
| Q1 2021 | $46,829,000 | +151.7% | 179,916 | +122.3% | 0.58% | +119.0% |
| Q4 2020 | $18,604,000 | +35.1% | 80,947 | +9.0% | 0.26% | -2.2% |
| Q3 2020 | $13,766,000 | -3.3% | 74,284 | -7.2% | 0.27% | +1.9% |
| Q2 2020 | $14,240,000 | +119.4% | 80,082 | +77.5% | 0.26% | +78.4% |
| Q1 2020 | $6,490,000 | -62.2% | 45,111 | -45.9% | 0.15% | -51.0% |
| Q4 2019 | $17,162,000 | +40.2% | 83,382 | +31.6% | 0.30% | +39.2% |
| Q3 2019 | $12,243,000 | -6.4% | 63,359 | -8.3% | 0.22% | -4.4% |
| Q1 2019 | $13,086,000 | +49.3% | 69,091 | +30.9% | 0.23% | +31.2% |
| Q4 2018 | $8,765,000 | – | 52,781 | – | 0.17% | – |
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% |