ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,319 | -19.6% | 41,385 | -15.7% | 0.48% | -13.4% |
| Q2 2023 | $12,842 | -99.4% | 49,111 | +549.6% | 0.56% | +697.1% |
| Q1 2022 | $2,029,000 | +18.9% | 7,560 | +19.1% | 0.07% | -17.6% |
| Q2 2021 | $1,706,000 | -75.8% | 6,347 | -79.3% | 0.08% | -82.4% |
| Q4 2020 | $7,042,000 | +54.0% | 30,639 | +24.1% | 0.48% | +41.8% |
| Q3 2020 | $4,574,000 | +1619.5% | 24,682 | +1689.8% | 0.34% | +1689.5% |
| Q3 2019 | $266,000 | -91.2% | 1,379 | -91.1% | 0.02% | -90.4% |
| Q2 2019 | $3,008,000 | +419.5% | 15,483 | +407.5% | 0.20% | +273.6% |
| Q4 2017 | $579,000 | -68.1% | 3,051 | -72.2% | 0.05% | -52.7% |
| Q4 2016 | $1,817,000 | +1266.2% | 10,992 | +1181.1% | 0.11% | +833.3% |
| Q3 2016 | $133,000 | +125.4% | 858 | +109.3% | 0.01% | +9.1% |
| Q2 2014 | $59,000 | -92.1% | 410 | -92.4% | 0.01% | -89.2% |
| Q1 2014 | $743,000 | +806.1% | 5,406 | +779.0% | 0.10% | +1033.3% |
| Q4 2013 | $82,000 | – | 615 | – | 0.01% | – |
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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% |