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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $305,000 | -30.2% | 2,123 | 0.0% | 0.36% | -24.3% |
| Q4 2019 | $437,000 | +7.4% | 2,123 | +0.9% | 0.47% | -11.4% |
| Q3 2019 | $407,000 | -0.5% | 2,104 | 0.0% | 0.54% | -1.8% |
| Q2 2019 | $409,000 | -7.3% | 2,104 | -10.6% | 0.54% | -7.5% |
| Q1 2019 | $441,000 | +27.1% | 2,353 | +12.7% | 0.59% | -16.1% |
| Q4 2018 | $347,000 | -16.8% | 2,087 | +0.7% | 0.70% | +32.5% |
| Q3 2018 | $417,000 | -9.0% | 2,072 | -11.9% | 0.53% | -17.3% |
| Q2 2018 | $458,000 | +3.9% | 2,353 | 0.0% | 0.64% | +7.2% |
| Q1 2018 | $441,000 | -3.7% | 2,353 | -2.6% | 0.60% | -9.1% |
| Q4 2017 | $458,000 | – | 2,415 | – | 0.66% | – |
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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% |