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 | $408,186 | -5.2% | 1,637 | -0.6% | 0.10% | -5.4% |
| Q2 2023 | $430,658 | -2.6% | 1,647 | -6.8% | 0.11% | -2.6% |
| Q1 2023 | $442,033 | +3.4% | 1,767 | 0.0% | 0.11% | +0.9% |
| Q4 2022 | $427,420 | +10.4% | 1,767 | 0.0% | 0.11% | +8.7% |
| Q3 2022 | $387,000 | -3.7% | 1,767 | -0.6% | 0.10% | +6.1% |
| Q2 2022 | $402,000 | -16.4% | 1,777 | -0.8% | 0.10% | -10.9% |
| Q1 2022 | $481,000 | -5.1% | 1,792 | 0.0% | 0.11% | -1.8% |
| Q4 2021 | $507,000 | +7.2% | 1,792 | -0.3% | 0.11% | 0.0% |
| Q3 2021 | $473,000 | -2.1% | 1,798 | 0.0% | 0.11% | -0.9% |
| Q2 2021 | $483,000 | +2.1% | 1,798 | -1.2% | 0.11% | -2.6% |
| Q1 2021 | $473,000 | +13.2% | 1,819 | 0.0% | 0.12% | -0.9% |
| Q4 2020 | $418,000 | +24.0% | 1,819 | 0.0% | 0.12% | +3.5% |
| Q3 2020 | $337,000 | -9.2% | 1,819 | -12.9% | 0.11% | -15.7% |
| Q2 2020 | $371,000 | +23.3% | 2,089 | 0.0% | 0.13% | +1.5% |
| Q1 2020 | $301,000 | -30.0% | 2,089 | 0.0% | 0.13% | -17.5% |
| Q4 2019 | $430,000 | +6.4% | 2,089 | 0.0% | 0.16% | +4.6% |
| Q3 2019 | $404,000 | -0.5% | 2,089 | 0.0% | 0.15% | +0.7% |
| Q2 2019 | $406,000 | +2.5% | 2,089 | 0.0% | 0.15% | -1.3% |
| Q1 2019 | $396,000 | +582.8% | 2,089 | +498.6% | 0.15% | +470.4% |
| Q4 2018 | $58,000 | -17.1% | 349 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $70,000 | -4.1% | 349 | -7.4% | 0.03% | -10.0% |
| Q2 2018 | $73,000 | – | 377 | – | 0.03% | – |
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% |