ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306 | -5.0% | 1,233 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $322 | +11.8% | 1,233 | +7.7% | 0.03% | 0.0% |
| Q1 2023 | $288 | +4.0% | 1,145 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $277 | -99.5% | 1,145 | +377.1% | 0.03% | +366.7% |
| Q3 2022 | $53,000 | -41.1% | 240 | -29.0% | 0.01% | -40.0% |
| Q1 2022 | $90,000 | -6.2% | 338 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $96,000 | +174.3% | 338 | +158.0% | 0.01% | +140.0% |
| Q3 2021 | $35,000 | 0.0% | 131 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $35,000 | +169.2% | 131 | +167.3% | 0.01% | +66.7% |
| Q1 2021 | $13,000 | -56.7% | 49 | -62.6% | 0.00% | -50.0% |
| Q4 2020 | $30,000 | +25.0% | 131 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $24,000 | +166.7% | 131 | +167.3% | 0.01% | +150.0% |
| Q2 2020 | $9,000 | +28.6% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -69.6% | 49 | -55.9% | 0.00% | -66.7% |
| Q4 2019 | $23,000 | +4.5% | 111 | -4.3% | 0.01% | -14.3% |
| Q3 2019 | $22,000 | -66.7% | 116 | -65.5% | 0.01% | -66.7% |
| Q2 2019 | $66,000 | +46.7% | 336 | +39.4% | 0.02% | +31.2% |
| Q1 2019 | $45,000 | +40.6% | 241 | +22.3% | 0.02% | +23.1% |
| Q4 2018 | $32,000 | -20.0% | 197 | -2.0% | 0.01% | -13.3% |
| Q3 2018 | $40,000 | -29.8% | 201 | -30.4% | 0.02% | -21.1% |
| Q2 2018 | $57,000 | +78.1% | 289 | +67.1% | 0.02% | +18.8% |
| Q1 2018 | $32,000 | +52.4% | 173 | +54.5% | 0.02% | +100.0% |
| Q4 2017 | $21,000 | +133.3% | 112 | +124.0% | 0.01% | +100.0% |
| Q3 2017 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | -20.0% |
| Q2 2017 | $9,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $9,000 | +12.5% | 50 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $8,000 | -74.2% | 50 | -75.1% | 0.01% | -75.0% |
| Q3 2016 | $31,000 | +342.9% | 201 | +302.0% | 0.02% | +300.0% |
| Q2 2016 | $7,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $7,000 | -87.9% | 50 | -88.0% | 0.01% | -86.8% |
| Q4 2015 | $58,000 | – | 416 | – | 0.04% | – |
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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% |