ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,739 | -4.6% | 1,555 | 0.0% | 0.04% | -13.5% |
| Q2 2023 | $406,601 | +4.5% | 1,555 | 0.0% | 0.05% | -3.7% |
| Q1 2023 | $388,999 | +189655.6% | 1,555 | +83.2% | 0.05% | +80.0% |
| Q4 2022 | $205 | -99.9% | 849 | 0.0% | 0.03% | +11.1% |
| Q3 2022 | $186,000 | -3.1% | 849 | 0.0% | 0.03% | -12.9% |
| Q2 2022 | $192,000 | -15.8% | 849 | 0.0% | 0.03% | -3.1% |
| Q1 2022 | $228,000 | -14.9% | 849 | -10.4% | 0.03% | -13.5% |
| Q4 2021 | $268,000 | -40.0% | 948 | -44.2% | 0.04% | -45.6% |
| Q3 2021 | $447,000 | +78.8% | 1,699 | +82.9% | 0.07% | +78.9% |
| Q2 2021 | $250,000 | +3.3% | 929 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $242,000 | +13.1% | 929 | 0.0% | 0.04% | +5.4% |
| Q4 2020 | $214,000 | +24.4% | 929 | 0.0% | 0.04% | +8.8% |
| Q3 2020 | $172,000 | +4.2% | 929 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $165,000 | -29.2% | 929 | -17.9% | 0.04% | -36.4% |
| Q4 2019 | $233,000 | +6.4% | 1,131 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $219,000 | -0.5% | 1,131 | 0.0% | 0.06% | -3.5% |
| Q2 2019 | $220,000 | +2.8% | 1,131 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $214,000 | -7.4% | 1,131 | -1.4% | 0.06% | -6.5% |
| Q3 2018 | $231,000 | +3.6% | 1,147 | 0.0% | 0.06% | -3.1% |
| Q2 2018 | $223,000 | +5.2% | 1,147 | +1.4% | 0.06% | 0.0% |
| Q1 2018 | $212,000 | -1.4% | 1,131 | 0.0% | 0.06% | +1.6% |
| Q4 2017 | $215,000 | – | 1,131 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |