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 2023 | $222,670 | +8.9% | 893 | +14.2% | 0.02% | +13.6% |
| Q2 2023 | $204,477 | -8.9% | 782 | -12.8% | 0.02% | -15.4% |
| Q1 2023 | $224,394 | +12.3% | 897 | +8.6% | 0.03% | +8.3% |
| Q4 2022 | $199,801 | +325.1% | 826 | +284.2% | 0.02% | +300.0% |
| Q3 2022 | $47,000 | -4.1% | 215 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $49,000 | -15.5% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $58,000 | -24.7% | 215 | -21.5% | 0.01% | -33.3% |
| Q4 2021 | $77,000 | +16.7% | 274 | +9.2% | 0.01% | +12.5% |
| Q3 2021 | $66,000 | -47.6% | 251 | -47.2% | 0.01% | 0.0% |
| Q2 2021 | $126,000 | +113.6% | 475 | +110.2% | 0.01% | 0.0% |
| Q1 2021 | $59,000 | +391.7% | 226 | +222.9% | 0.01% | +300.0% |
| Q2 2020 | $12,000 | +20.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -28.6% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | +40.0% | 70 | +29.6% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | – | 54 | – | 0.00% | – |
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% |