ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,251,986 | -7.5% | 5,021 | -3.0% | 0.44% | -5.2% |
Q2 2023 | $1,353,682 | -4.4% | 5,177 | -8.5% | 0.46% | -7.8% |
Q1 2023 | $1,415,405 | +2.5% | 5,658 | -0.9% | 0.50% | -1.0% |
Q4 2022 | $1,380,708 | +8.1% | 5,708 | -2.0% | 0.51% | -5.8% |
Q3 2022 | $1,277,000 | -11.3% | 5,826 | -23.4% | 0.54% | -50.2% |
Q1 2019 | $1,440,000 | +12.3% | 7,602 | -1.6% | 1.08% | +9.3% |
Q4 2018 | $1,282,000 | -22.0% | 7,723 | -5.4% | 0.99% | -22.0% |
Q3 2018 | $1,643,000 | +2.8% | 8,161 | -0.5% | 1.27% | -11.2% |
Q2 2018 | $1,598,000 | +3.7% | 8,205 | -0.1% | 1.43% | +6.9% |
Q1 2018 | $1,541,000 | -4.5% | 8,217 | -4.0% | 1.33% | -12.2% |
Q4 2017 | $1,613,000 | – | 8,563 | – | 1.52% | – |
Download |
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% |