ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $214,000 | -30.7% | 1,159 | -33.3% | 0.10% | -22.5% |
| Q2 2020 | $309,000 | +26.6% | 1,738 | +2.4% | 0.13% | +4.0% |
| Q1 2020 | $244,000 | -31.5% | 1,698 | -2.0% | 0.12% | -15.1% |
| Q4 2019 | $356,000 | +3.2% | 1,732 | -2.9% | 0.15% | -3.3% |
| Q3 2019 | $345,000 | +8.5% | 1,784 | +9.0% | 0.15% | +6.3% |
| Q2 2019 | $318,000 | -1.9% | 1,636 | -4.5% | 0.14% | -4.1% |
| Q1 2019 | $324,000 | +6.2% | 1,713 | -6.7% | 0.15% | -7.5% |
| Q4 2018 | $305,000 | -12.9% | 1,836 | +5.4% | 0.16% | -4.8% |
| Q3 2018 | $350,000 | -6.7% | 1,742 | -9.6% | 0.17% | -10.6% |
| Q2 2018 | $375,000 | +3.9% | 1,926 | 0.0% | 0.19% | +1.6% |
| Q1 2018 | $361,000 | – | 1,926 | – | 0.18% | – |
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% |