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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $26,913,000 | -25.9% | 117,100 | -40.3% | 0.32% | -37.0% |
| Q3 2020 | $36,321,000 | -63.8% | 196,000 | -71.9% | 0.50% | -78.3% |
| Q1 2020 | $100,217,000 | -68.0% | 696,630 | -54.2% | 2.33% | -61.4% |
| Q4 2019 | $313,010,000 | +6.5% | 1,520,795 | 0.0% | 6.03% | -1.0% |
| Q3 2019 | $293,863,000 | -0.5% | 1,520,795 | 0.0% | 6.09% | -19.4% |
| Q2 2019 | $295,430,000 | +2.6% | 1,520,795 | +0.1% | 7.55% | +9.7% |
| Q1 2019 | $287,849,000 | +84.7% | 1,519,795 | +61.9% | 6.89% | +95.5% |
| Q4 2018 | $155,878,000 | -9.2% | 938,687 | +10.5% | 3.52% | -1.0% |
| Q3 2018 | $171,759,000 | – | 849,735 | – | 3.56% | – |
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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% |