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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $379,228,000 | +13.2% | 1,457 | 0.0% | 0.07% | -5.1% |
| Q4 2020 | $334,862,000 | +24.0% | 1,457 | 0.0% | 0.08% | +1.3% |
| Q3 2020 | $269,997,000 | +1.4% | 1,457 | -2.7% | 0.08% | -14.4% |
| Q2 2020 | $266,197,000 | +16.3% | 1,497 | -5.9% | 0.09% | -6.2% |
| Q1 2020 | $228,881,000 | -25.7% | 1,591 | +6.3% | 0.10% | -2.0% |
| Q4 2019 | $308,113,000 | +37.2% | 1,497 | +28.8% | 0.10% | +25.6% |
| Q3 2019 | $224,533,000 | -24.6% | 1,162 | -24.2% | 0.08% | -27.8% |
| Q2 2019 | $297,607,000 | -0.0% | 1,532 | -2.5% | 0.11% | +5.9% |
| Q1 2019 | $297,737,000 | +14.1% | 1,572 | 0.0% | 0.10% | +2.0% |
| Q4 2018 | $261,046,000 | – | 1,572 | – | 0.10% | – |
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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% |