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 | $7,953,018 | -4.5% | 31,895 | 0.0% | 1.50% | -2.3% |
| Q2 2023 | $8,329,801 | +4.4% | 31,895 | 0.0% | 1.53% | -4.3% |
| Q1 2023 | $7,978,853 | +3.4% | 31,895 | 0.0% | 1.60% | -2.3% |
| Q4 2022 | $7,715,082 | +31.6% | 31,895 | +25.1% | 1.64% | -1.6% |
| Q3 2022 | $5,861,000 | -18.8% | 25,500 | -20.1% | 1.67% | +6.9% |
| Q2 2022 | $7,216,000 | -15.7% | 31,895 | 0.0% | 1.56% | -14.9% |
| Q1 2022 | $8,559,000 | -5.2% | 31,895 | 0.0% | 1.83% | -3.8% |
| Q4 2021 | $9,029,000 | +18.5% | 31,895 | +10.1% | 1.91% | -5.1% |
| Q3 2021 | $7,619,000 | -2.1% | 28,960 | 0.0% | 2.01% | +4.3% |
| Q2 2021 | $7,782,000 | +3.2% | 28,960 | 0.0% | 1.93% | +3.7% |
| Q1 2021 | $7,538,000 | +28.6% | 28,960 | +13.6% | 1.86% | +9.9% |
| Q4 2020 | $5,861,000 | +11.2% | 25,500 | -10.3% | 1.69% | +0.3% |
| Q3 2020 | $5,270,000 | +4.2% | 28,438 | 0.0% | 1.69% | +11.4% |
| Q2 2020 | $5,057,000 | +23.6% | 28,438 | 0.0% | 1.51% | -2.0% |
| Q1 2020 | $4,091,000 | -30.1% | 28,438 | 0.0% | 1.54% | -7.3% |
| Q4 2019 | $5,853,000 | +6.5% | 28,438 | 0.0% | 1.67% | -2.1% |
| Q3 2019 | $5,495,000 | -0.5% | 28,438 | 0.0% | 1.70% | -2.5% |
| Q2 2019 | $5,524,000 | +2.6% | 28,438 | 0.0% | 1.75% | +0.7% |
| Q1 2019 | $5,386,000 | +14.1% | 28,438 | 0.0% | 1.73% | +1.4% |
| Q4 2018 | $4,722,000 | -17.6% | 28,438 | -0.2% | 1.71% | -12.8% |
| Q3 2018 | $5,733,000 | +3.3% | 28,483 | 0.0% | 1.96% | +5.7% |
| Q2 2018 | $5,548,000 | +3.8% | 28,483 | 0.0% | 1.85% | +1.1% |
| Q1 2018 | $5,343,000 | +730.9% | 28,483 | +740.2% | 1.83% | +624.9% |
| Q4 2017 | $643,000 | +1.3% | 3,390 | -4.5% | 0.25% | -10.3% |
| Q3 2017 | $635,000 | +20.7% | 3,548 | +17.4% | 0.28% | +16.5% |
| Q2 2017 | $526,000 | +1.5% | 3,023 | 0.0% | 0.24% | +9.0% |
| Q1 2017 | $518,000 | +3.6% | 3,023 | 0.0% | 0.22% | -6.3% |
| Q4 2016 | $500,000 | +6.8% | 3,023 | 0.0% | 0.24% | +5.3% |
| Q3 2016 | $468,000 | +3.5% | 3,023 | 0.0% | 0.22% | -6.2% |
| Q2 2016 | $452,000 | +3.7% | 3,023 | 0.0% | 0.24% | +0.8% |
| Q1 2016 | $436,000 | +3.6% | 3,023 | 0.0% | 0.24% | -10.5% |
| Q4 2015 | $421,000 | – | 3,023 | – | 0.27% | – |
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% |