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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $648,000 | -5.3% | 2,416 | 0.0% | 0.17% | +17.6% |
| Q4 2021 | $684,000 | +7.5% | 2,416 | 0.0% | 0.15% | -2.6% |
| Q3 2021 | $636,000 | +5.0% | 2,416 | +7.1% | 0.15% | 0.0% |
| Q2 2021 | $606,000 | +3.2% | 2,255 | 0.0% | 0.15% | -9.5% |
| Q1 2021 | $587,000 | +12.0% | 2,255 | -1.1% | 0.17% | +7.0% |
| Q4 2020 | $524,000 | +7.8% | 2,279 | -13.2% | 0.16% | -10.8% |
| Q3 2020 | $486,000 | +5.2% | 2,625 | +1.1% | 0.18% | +0.6% |
| Q2 2020 | $462,000 | -93.0% | 2,597 | -94.3% | 0.18% | -94.1% |
| Q1 2020 | $6,567,000 | -62.0% | 45,652 | -45.6% | 2.98% | -44.2% |
| Q4 2019 | $17,269,000 | +14.1% | 83,903 | +7.1% | 5.35% | +3.4% |
| Q3 2019 | $15,139,000 | +0.0% | 78,349 | +0.6% | 5.17% | -6.7% |
| Q2 2019 | $15,137,000 | +3.8% | 77,919 | +1.2% | 5.54% | +0.6% |
| Q1 2019 | $14,583,000 | +29.9% | 76,997 | +13.9% | 5.51% | +8.8% |
| Q4 2018 | $11,230,000 | +0.6% | 67,626 | +21.9% | 5.06% | +16.2% |
| Q3 2018 | $11,164,000 | +29.8% | 55,461 | +25.6% | 4.35% | +6.0% |
| Q2 2018 | $8,598,000 | +17.7% | 44,142 | +13.3% | 4.10% | +72.6% |
| Q1 2018 | $7,308,000 | +22.8% | 38,962 | +24.2% | 2.38% | +23.3% |
| Q4 2017 | $5,953,000 | – | 31,368 | – | 1.93% | – |
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% |