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 2023 | $579,917 | -5.9% | 2,318 | -1.6% | 0.16% | +3.8% |
| Q2 2023 | $616,047 | +5.8% | 2,356 | +1.2% | 0.16% | +1.3% |
| Q1 2023 | $582,372 | -18.0% | 2,328 | -20.7% | 0.16% | -18.8% |
| Q4 2022 | $710,189 | +54.7% | 2,936 | +40.3% | 0.19% | +49.2% |
| Q3 2022 | $459,000 | -1.3% | 2,092 | +1.7% | 0.13% | -0.8% |
| Q2 2022 | $465,000 | -13.6% | 2,057 | +2.6% | 0.13% | +4.9% |
| Q1 2022 | $538,000 | +5.3% | 2,005 | +11.1% | 0.12% | +6.0% |
| Q4 2021 | $511,000 | +1.6% | 1,805 | -5.6% | 0.12% | -7.9% |
| Q3 2021 | $503,000 | +105.3% | 1,912 | +109.6% | 0.13% | +96.9% |
| Q2 2021 | $245,000 | +3.4% | 912 | 0.0% | 0.06% | -8.6% |
| Q1 2021 | $237,000 | +12.9% | 912 | 0.0% | 0.07% | +4.5% |
| Q4 2020 | $210,000 | -45.7% | 912 | -51.4% | 0.07% | -61.0% |
| Q4 2019 | $387,000 | +6.6% | 1,878 | 0.0% | 0.17% | +0.6% |
| Q3 2019 | $363,000 | +3.7% | 1,878 | +4.2% | 0.17% | -1.2% |
| Q2 2019 | $350,000 | +16.3% | 1,802 | +13.5% | 0.17% | +10.9% |
| Q1 2019 | $301,000 | – | 1,588 | – | 0.16% | – |
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% |