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 | $3,556,925 | -14.2% | 14,265 | -10.0% | 0.32% | +0.9% |
| Q2 2023 | $4,143,880 | -8.7% | 15,848 | -12.7% | 0.32% | -16.8% |
| Q1 2023 | $4,539,422 | +23.3% | 18,146 | +19.2% | 0.38% | +5.3% |
| Q4 2022 | $3,681,851 | +19.3% | 15,221 | +8.1% | 0.36% | +2.3% |
| Q3 2022 | $3,087,000 | -22.6% | 14,080 | 0.0% | 0.35% | -9.9% |
| Q4 2021 | $3,986,000 | +7.0% | 14,080 | -0.5% | 0.39% | -4.9% |
| Q3 2021 | $3,724,000 | -5.7% | 14,155 | -3.7% | 0.41% | -8.8% |
| Q2 2021 | $3,951,000 | -0.2% | 14,702 | -3.4% | 0.45% | -10.8% |
| Q1 2021 | $3,960,000 | +4.3% | 15,216 | -7.9% | 0.51% | -21.2% |
| Q4 2020 | $3,796,000 | +5.6% | 16,518 | -9.8% | 0.64% | -6.9% |
| Q3 2020 | $3,596,000 | +17.3% | 18,313 | +5.6% | 0.69% | 0.0% |
| Q2 2020 | $3,066,000 | +14.5% | 17,343 | -1.1% | 0.69% | -4.2% |
| Q1 2020 | $2,677,000 | -35.0% | 17,533 | -12.7% | 0.72% | -28.6% |
| Q4 2019 | $4,116,000 | +10.6% | 20,094 | +0.9% | 1.01% | -1.7% |
| Q3 2019 | $3,723,000 | -16.1% | 19,909 | -11.0% | 1.03% | -14.7% |
| Q2 2019 | $4,435,000 | -3.7% | 22,381 | -4.3% | 1.20% | -14.1% |
| Q1 2019 | $4,604,000 | +8.8% | 23,382 | +4.1% | 1.40% | +5.7% |
| Q4 2018 | $4,231,000 | +1.5% | 22,469 | -0.9% | 1.33% | -59.0% |
| Q3 2018 | $4,170,000 | +4.0% | 22,671 | +10.1% | 3.24% | -8.5% |
| Q2 2018 | $4,010,000 | +21.3% | 20,589 | +16.9% | 3.54% | +13.0% |
| Q1 2018 | $3,305,000 | +6.0% | 17,618 | +7.2% | 3.13% | -4.1% |
| Q4 2017 | $3,119,000 | – | 16,434 | – | 3.27% | – |
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% |