ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $73,228,000 | +137.1% | 395,166 | +127.5% | 2.58% | +16.9% |
| Q2 2020 | $30,881,000 | +19.9% | 173,667 | -3.0% | 2.21% | -1.5% |
| Q1 2020 | $25,765,000 | -50.1% | 179,097 | -28.6% | 2.24% | -35.2% |
| Q4 2019 | $51,600,000 | +12.4% | 250,704 | +5.5% | 3.46% | +3.1% |
| Q3 2019 | $45,902,000 | +6.6% | 237,550 | +7.2% | 3.36% | +4.2% |
| Q2 2019 | $43,062,000 | +25.4% | 221,673 | +22.3% | 3.22% | +24.5% |
| Q1 2019 | $34,338,000 | +40.3% | 181,300 | +23.0% | 2.59% | +18.9% |
| Q4 2018 | $24,467,000 | +333.5% | 147,340 | +425.5% | 2.18% | +368.2% |
| Q3 2018 | $5,644,000 | +33.7% | 28,038 | +29.4% | 0.46% | +21.7% |
| Q2 2018 | $4,220,000 | +70.9% | 21,667 | +64.6% | 0.38% | +63.9% |
| Q1 2018 | $2,470,000 | -12.9% | 13,166 | -11.9% | 0.23% | -15.6% |
| Q4 2017 | $2,837,000 | +7.6% | 14,948 | +1.5% | 0.28% | -3.8% |
| Q3 2017 | $2,636,000 | -5.5% | 14,732 | -8.1% | 0.29% | -13.0% |
| Q2 2017 | $2,788,000 | -6.8% | 16,030 | -8.3% | 0.33% | -22.5% |
| Q1 2017 | $2,993,000 | -1.7% | 17,483 | -5.0% | 0.43% | -6.4% |
| Q4 2016 | $3,044,000 | +14.1% | 18,409 | +6.7% | 0.46% | +9.4% |
| Q3 2016 | $2,668,000 | +12.5% | 17,247 | +8.6% | 0.42% | +5.3% |
| Q2 2016 | $2,372,000 | +22.8% | 15,879 | +18.5% | 0.40% | +15.8% |
| Q1 2016 | $1,932,000 | -3.6% | 13,397 | -6.9% | 0.34% | -8.6% |
| Q4 2015 | $2,005,000 | – | 14,394 | – | 0.37% | – |
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% |