ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $621,000 | -88.6% | 4,319 | -83.6% | 0.07% | -87.3% |
| Q4 2019 | $5,425,000 | +9.6% | 26,356 | +2.8% | 0.56% | -1.4% |
| Q3 2019 | $4,952,000 | +11.6% | 25,630 | +12.2% | 0.57% | +9.1% |
| Q2 2019 | $4,436,000 | +4.1% | 22,835 | +1.5% | 0.52% | -2.3% |
| Q1 2019 | $4,260,000 | +162.3% | 22,492 | +130.1% | 0.53% | +198.3% |
| Q4 2018 | $1,624,000 | -90.0% | 9,777 | -87.8% | 0.18% | -87.9% |
| Q3 2018 | $16,169,000 | +1.7% | 80,326 | -1.5% | 1.47% | -1.0% |
| Q2 2018 | $15,891,000 | +70.9% | 81,586 | +64.6% | 1.49% | +69.6% |
| Q1 2018 | $9,296,000 | +455.6% | 49,562 | +462.2% | 0.88% | +473.2% |
| Q4 2017 | $1,673,000 | +455.8% | 8,815 | +423.8% | 0.15% | +446.4% |
| Q3 2017 | $301,000 | – | 1,683 | – | 0.03% | – |
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% |