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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $7,000 | +16.7% | 40 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 40 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 40 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $7,000 | -12.5% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | -20.0% | 40 | -27.3% | 0.00% | -20.0% |
| Q4 2017 | $10,000 | -52.4% | 55 | -52.2% | 0.01% | -54.5% |
| Q3 2017 | $21,000 | -76.7% | 115 | -77.9% | 0.01% | -74.4% |
| Q2 2017 | $90,000 | +26.8% | 520 | +25.3% | 0.04% | +10.3% |
| Q1 2017 | $71,000 | +10.9% | 415 | +6.4% | 0.04% | +18.2% |
| Q4 2016 | $64,000 | +6.7% | 390 | 0.0% | 0.03% | +3.1% |
| Q3 2016 | $60,000 | +1.7% | 390 | -1.3% | 0.03% | -3.0% |
| Q2 2016 | $59,000 | -25.3% | 395 | -27.5% | 0.03% | -21.4% |
| Q1 2016 | $79,000 | – | 545 | – | 0.04% | – |
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% |