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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $225,000 | +208.2% | 796 | +186.3% | 0.02% | +183.3% |
| Q3 2021 | $73,000 | +12.3% | 278 | +15.4% | 0.01% | +20.0% |
| Q2 2021 | $65,000 | +3.2% | 241 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $63,000 | +14.5% | 241 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $55,000 | +22.2% | 241 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $45,000 | +462.5% | 241 | +435.6% | 0.01% | +400.0% |
| Q2 2020 | $8,000 | +33.3% | 45 | +12.5% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -90.9% | 40 | -91.2% | 0.00% | -90.9% |
| Q2 2019 | $88,000 | -22.8% | 452 | -24.7% | 0.01% | -26.7% |
| Q1 2019 | $114,000 | -8.1% | 600 | -19.8% | 0.02% | -16.7% |
| Q4 2018 | $124,000 | -6.1% | 748 | +14.2% | 0.02% | 0.0% |
| Q3 2018 | $132,000 | +169.4% | 655 | +162.0% | 0.02% | +157.1% |
| Q2 2018 | $49,000 | +4.3% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $47,000 | -50.0% | 250 | -49.3% | 0.01% | -46.2% |
| Q4 2017 | $94,000 | +11.9% | 493 | +4.4% | 0.01% | 0.0% |
| Q3 2017 | $84,000 | +6.3% | 472 | +4.2% | 0.01% | +8.3% |
| Q2 2017 | $79,000 | -10.2% | 453 | -11.7% | 0.01% | -14.3% |
| Q1 2017 | $88,000 | +3.5% | 513 | 0.0% | 0.01% | -6.7% |
| Q4 2016 | $85,000 | +157.6% | 513 | +142.0% | 0.02% | +150.0% |
| Q3 2016 | $33,000 | +3.1% | 212 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $32,000 | +3.2% | 212 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $31,000 | +3.3% | 212 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $30,000 | -11.8% | 212 | -14.2% | 0.01% | -16.7% |
| Q3 2015 | $34,000 | -37.0% | 247 | -30.8% | 0.01% | -33.3% |
| Q2 2015 | $54,000 | -55.4% | 357 | -55.0% | 0.01% | -57.1% |
| Q1 2015 | $121,000 | +108.6% | 793 | +96.8% | 0.02% | +50.0% |
| Q4 2014 | $58,000 | +65.7% | 403 | +58.0% | 0.01% | +75.0% |
| Q3 2014 | $35,000 | -12.5% | 255 | -7.3% | 0.01% | -11.1% |
| Q2 2014 | $40,000 | +73.9% | 275 | +66.7% | 0.01% | +80.0% |
| Q1 2014 | $23,000 | +4.5% | 165 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $22,000 | +4.8% | 165 | -2.9% | 0.01% | -16.7% |
| Q3 2013 | $21,000 | +5.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $20,000 | – | 170 | – | 0.01% | – |
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% |