ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $539,344 | -4.6% | 2,163 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $565,581 | +4.5% | 2,163 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $541,096 | -5.9% | 2,163 | -9.0% | 0.00% | 0.0% |
Q4 2022 | $574,973 | +10.8% | 2,377 | +0.4% | 0.00% | 0.0% |
Q3 2022 | $519,000 | -3.0% | 2,367 | 0.0% | 0.00% | – |
Q2 2022 | $535,000 | -14.4% | 2,367 | +1.6% | 0.00% | – |
Q1 2022 | $625,000 | +70.8% | 2,330 | +80.3% | 0.00% | – |
Q4 2021 | $366,000 | -30.0% | 1,292 | -35.0% | 0.00% | – |
Q3 2021 | $523,000 | +4.2% | 1,987 | +6.4% | 0.00% | – |
Q2 2021 | $502,000 | +3.3% | 1,868 | 0.0% | 0.00% | – |
Q1 2021 | $486,000 | +17.4% | 1,868 | +3.6% | 0.00% | – |
Q4 2020 | $414,000 | +75.4% | 1,803 | +41.3% | 0.00% | – |
Q3 2020 | $236,000 | +26.2% | 1,276 | +21.2% | 0.00% | – |
Q2 2020 | $187,000 | +70.0% | 1,053 | +37.6% | 0.00% | – |
Q1 2020 | $110,000 | -2.7% | 765 | +39.1% | 0.00% | – |
Q4 2019 | $113,000 | +6.6% | 550 | 0.0% | 0.00% | – |
Q3 2019 | $106,000 | +107.8% | 550 | +111.5% | 0.00% | – |
Q2 2019 | $51,000 | +183.3% | 260 | +108.0% | 0.00% | – |
Q4 2014 | $18,000 | – | 125 | – | 0.00% | – |
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% |