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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,995,000 | +21.4% | 11,221 | -1.8% | 0.95% | +5.5% |
| Q1 2020 | $1,643,000 | -87.9% | 11,425 | -82.7% | 0.90% | -65.2% |
| Q4 2019 | $13,606,000 | +115.8% | 66,108 | +102.6% | 2.60% | +0.5% |
| Q3 2019 | $6,306,000 | +1.8% | 32,636 | +2.3% | 2.58% | -6.6% |
| Q2 2019 | $6,192,000 | +3.2% | 31,891 | +0.6% | 2.77% | +0.5% |
| Q1 2019 | $6,002,000 | -43.1% | 31,694 | -50.1% | 2.76% | -3.0% |
| Q4 2018 | $10,540,000 | -48.3% | 63,478 | -37.3% | 2.84% | -43.9% |
| Q3 2018 | $20,374,000 | +380.3% | 101,226 | +364.6% | 5.06% | +371.1% |
| Q2 2018 | $4,242,000 | +105.9% | 21,788 | +98.3% | 1.07% | +0.1% |
| Q1 2018 | $2,060,000 | +67.9% | 10,986 | +60.1% | 1.07% | +44.2% |
| Q3 2017 | $1,227,000 | +2.8% | 6,862 | 0.0% | 0.74% | +6.6% |
| Q2 2017 | $1,193,000 | -99.9% | 6,862 | +1.8% | 0.70% | +13.5% |
| Q1 2017 | $1,141,790,000 | +14.4% | 6,741 | +11.7% | 0.62% | +8.1% |
| Q4 2016 | $997,661,000 | -43.8% | 6,034 | -47.4% | 0.57% | +8.6% |
| Q3 2016 | $1,774,214,000 | +13.6% | 11,468 | +9.7% | 0.52% | -2.6% |
| Q2 2016 | $1,562,320,000 | +8.6% | 10,458 | +4.8% | 0.54% | +13.7% |
| Q1 2016 | $1,438,726,000 | -1.2% | 9,978 | -4.5% | 0.47% | -5.4% |
| Q4 2015 | $1,456,172,000 | +120.2% | 10,452 | +115.9% | 0.50% | +3.5% |
| Q3 2015 | $661,329,000 | -8.9% | 4,841 | 0.0% | 0.48% | +0.4% |
| Q2 2015 | $726,053,000 | -46.5% | 4,841 | -45.8% | 0.48% | +8.1% |
| Q1 2015 | $1,357,484,000 | – | 8,932 | – | 0.44% | – |
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% |