ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $247,000 | +4.7% | 876 | -3.2% | 0.06% | -8.1% |
| Q3 2021 | $236,000 | +7.3% | 905 | +10.1% | 0.06% | +8.8% |
| Q2 2021 | $220,000 | +3.3% | 822 | 0.0% | 0.06% | -3.4% |
| Q1 2021 | $213,000 | -15.5% | 822 | -42.2% | 0.06% | -33.7% |
| Q2 2020 | $252,000 | +23.5% | 1,422 | 0.0% | 0.09% | +2.3% |
| Q1 2020 | $204,000 | -30.1% | 1,422 | 0.0% | 0.09% | -11.2% |
| Q4 2019 | $292,000 | +6.6% | 1,422 | 0.0% | 0.10% | -1.0% |
| Q3 2019 | $274,000 | -0.7% | 1,422 | 0.0% | 0.10% | -4.8% |
| Q2 2019 | $276,000 | +2.6% | 1,422 | 0.0% | 0.10% | +15.6% |
| Q1 2019 | $269,000 | +14.0% | 1,422 | 0.0% | 0.09% | -2.2% |
| Q4 2018 | $236,000 | -17.5% | 1,422 | 0.0% | 0.09% | -5.2% |
| Q3 2018 | $286,000 | -2.4% | 1,422 | -5.6% | 0.10% | -6.7% |
| Q2 2018 | $293,000 | +3.9% | 1,507 | 0.0% | 0.10% | +3.0% |
| Q1 2018 | $282,000 | -1.1% | 1,507 | 0.0% | 0.10% | 0.0% |
| Q4 2017 | $285,000 | +5.9% | 1,507 | 0.0% | 0.10% | +5.2% |
| Q3 2017 | $269,000 | -48.7% | 1,507 | -50.0% | 0.10% | +4.3% |
| Q2 2017 | $524,000 | +103.1% | 3,014 | +100.0% | 0.09% | +4.5% |
| Q1 2017 | $258,000 | 0.0% | 1,507 | -3.7% | 0.09% | 0.0% |
| Q4 2016 | $258,000 | +6.6% | 1,565 | 0.0% | 0.09% | +3.5% |
| Q3 2016 | $242,000 | – | 1,565 | – | 0.08% | – |
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% |