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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,425,000 | -2.3% | 13,019 | -0.2% | 0.32% | -2.5% |
| Q2 2021 | $3,506,000 | +0.7% | 13,045 | -2.4% | 0.32% | -7.7% |
| Q1 2021 | $3,480,000 | +8.5% | 13,370 | -4.2% | 0.35% | +3.5% |
| Q4 2020 | $3,208,000 | +22.0% | 13,959 | -1.6% | 0.34% | +8.3% |
| Q3 2020 | $2,629,000 | -3.2% | 14,187 | -7.2% | 0.31% | -11.0% |
| Q2 2020 | $2,717,000 | +11.4% | 15,282 | -9.9% | 0.35% | -11.5% |
| Q1 2020 | $2,440,000 | -32.6% | 16,964 | -3.6% | 0.40% | -17.6% |
| Q4 2019 | $3,620,000 | +5.6% | 17,590 | -0.8% | 0.48% | -4.5% |
| Q3 2019 | $3,427,000 | -2.6% | 17,737 | -2.1% | 0.51% | +1.0% |
| Q2 2019 | $3,519,000 | +2.4% | 18,113 | -0.1% | 0.50% | +0.8% |
| Q1 2019 | $3,435,000 | +13.6% | 18,134 | -0.4% | 0.50% | +1.4% |
| Q4 2018 | $3,023,000 | -13.8% | 18,202 | +4.5% | 0.49% | -4.8% |
| Q3 2018 | $3,507,000 | +1.9% | 17,422 | -1.4% | 0.52% | -0.2% |
| Q2 2018 | $3,443,000 | +2.7% | 17,678 | -1.1% | 0.52% | +3.8% |
| Q1 2018 | $3,353,000 | -5.6% | 17,876 | -4.5% | 0.50% | -3.9% |
| Q4 2017 | $3,552,000 | +5.4% | 18,715 | -0.6% | 0.52% | -38.9% |
| Q3 2017 | $3,369,000 | +2.8% | 18,832 | -0.1% | 0.85% | +2.2% |
| Q2 2017 | $3,278,000 | -0.7% | 18,847 | -2.3% | 0.83% | +0.7% |
| Q1 2017 | $3,302,000 | +1.6% | 19,288 | -1.8% | 0.82% | -1.1% |
| Q4 2016 | $3,249,000 | +4.7% | 19,649 | -2.0% | 0.83% | +45.9% |
| Q3 2016 | $3,102,000 | +0.7% | 20,052 | -2.7% | 0.57% | +4.0% |
| Q2 2016 | $3,079,000 | +3.0% | 20,611 | -0.6% | 0.55% | +2.2% |
| Q1 2016 | $2,988,000 | +2.2% | 20,725 | -1.2% | 0.54% | -26.9% |
| Q4 2015 | $2,923,000 | +0.8% | 20,980 | -1.2% | 0.74% | +4.1% |
| Q3 2015 | $2,901,000 | -11.2% | 21,235 | -2.5% | 0.71% | -2.8% |
| Q2 2015 | $3,267,000 | -9.5% | 21,782 | -8.3% | 0.73% | -44.1% |
| Q1 2015 | $3,610,000 | +1.4% | 23,754 | -3.4% | 1.30% | -6.7% |
| Q4 2014 | $3,559,000 | +3.9% | 24,581 | -1.9% | 1.39% | -6.9% |
| Q3 2014 | $3,426,000 | -14.9% | 25,056 | -10.9% | 1.50% | -12.9% |
| Q2 2014 | $4,024,000 | -10.7% | 28,122 | -14.2% | 1.72% | -13.2% |
| Q1 2014 | $4,507,000 | -16.2% | 32,784 | -18.4% | 1.98% | -15.6% |
| Q4 2013 | $5,376,000 | -5.2% | 40,178 | -12.1% | 2.35% | -9.7% |
| Q3 2013 | $5,672,000 | +2.2% | 45,689 | -4.9% | 2.60% | -4.3% |
| Q2 2013 | $5,551,000 | – | 48,059 | – | 2.72% | – |
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% |