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 2022 | $17,506,000 | -2.0% | 65,238 | +3.4% | 0.06% | 0.0% |
| Q4 2021 | $17,864,000 | +23.1% | 63,105 | +14.4% | 0.06% | +22.0% |
| Q3 2021 | $14,516,000 | +22.0% | 55,179 | +24.6% | 0.05% | -3.8% |
| Q2 2021 | $11,898,000 | +18.9% | 44,275 | +15.1% | 0.05% | +57.6% |
| Q1 2021 | $10,009,000 | +23.6% | 38,454 | +9.1% | 0.03% | +13.8% |
| Q4 2020 | $8,099,000 | +32.2% | 35,241 | +6.6% | 0.03% | -35.6% |
| Q3 2020 | $6,125,000 | +17.3% | 33,055 | +12.5% | 0.04% | +9.8% |
| Q2 2020 | $5,223,000 | +16.4% | 29,370 | -5.8% | 0.04% | +17.1% |
| Q1 2020 | $4,487,000 | -30.1% | 31,189 | -0.1% | 0.04% | -12.5% |
| Q4 2019 | $6,417,000 | +19.2% | 31,210 | +12.0% | 0.04% | +14.3% |
| Q3 2019 | $5,384,000 | +3.5% | 27,865 | +4.1% | 0.04% | -12.5% |
| Q2 2019 | $5,200,000 | +6.5% | 26,766 | +3.5% | 0.04% | +29.0% |
| Q1 2019 | $4,881,000 | -43.9% | 25,859 | -50.7% | 0.03% | -13.9% |
| Q4 2018 | $8,706,000 | +202.8% | 52,426 | +267.1% | 0.04% | +111.8% |
| Q3 2018 | $2,875,000 | +1.3% | 14,281 | -2.0% | 0.02% | +13.3% |
| Q2 2018 | $2,839,000 | +15.4% | 14,574 | +11.1% | 0.02% | 0.0% |
| Q1 2018 | $2,460,000 | -88.4% | 13,113 | -88.3% | 0.02% | -90.9% |
| Q4 2017 | $21,265,000 | +1440.9% | 112,110 | +1353.3% | 0.16% | +1161.5% |
| Q3 2017 | $1,380,000 | +82.3% | 7,714 | +77.3% | 0.01% | +44.4% |
| Q2 2017 | $757,000 | +19.6% | 4,351 | +17.7% | 0.01% | +12.5% |
| Q1 2017 | $633,000 | -96.3% | 3,697 | -96.4% | 0.01% | -95.5% |
| Q4 2016 | $17,054,000 | +9.2% | 103,136 | +1.4% | 0.18% | -2.2% |
| Q3 2016 | $15,613,000 | – | 101,741 | – | 0.18% | – |
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% |