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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $321,771 | +9.4% | 1,161 | -1.6% | 0.04% | 0.0% |
| Q3 2023 | $294,233 | -34.4% | 1,180 | -31.2% | 0.04% | -34.0% |
| Q2 2023 | $448,438 | +32.2% | 1,715 | +26.5% | 0.05% | +26.2% |
| Q1 2023 | $339,217 | -13.8% | 1,356 | -16.6% | 0.04% | -16.0% |
| Q4 2022 | $393,313 | +4.3% | 1,626 | -5.4% | 0.05% | -5.7% |
| Q3 2022 | $377,000 | -3.1% | 1,719 | 0.0% | 0.05% | +1.9% |
| Q2 2022 | $389,000 | -13.6% | 1,719 | +2.6% | 0.05% | 0.0% |
| Q1 2022 | $450,000 | +13.1% | 1,676 | +19.2% | 0.05% | +18.2% |
| Q4 2021 | $398,000 | – | 1,406 | 0.0% | 0.04% | – |
| Q3 2021 | $0 | – | 1,406 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1,406 | +1.4% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | 0.0% | 1,387 | 0.0% | 0.13% | -10.9% |
| Q4 2020 | $1,000,000 | +289.1% | 1,387 | 0.0% | 0.15% | +241.9% |
| Q3 2020 | $257,000 | -62.2% | 1,387 | -70.6% | 0.04% | -73.0% |
| Q1 2020 | $680,000 | -51.1% | 4,725 | -30.0% | 0.16% | -47.7% |
| Q4 2019 | $1,390,000 | +8.8% | 6,752 | +2.2% | 0.30% | 0.0% |
| Q3 2019 | $1,277,000 | – | 6,609 | – | 0.30% | – |
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% |