ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $249,872 | -40.1% | 1,033 | -45.7% | 0.02% | -46.7% |
| Q3 2022 | $417,000 | -3.0% | 1,901 | 0.0% | 0.03% | +3.4% |
| Q2 2022 | $430,000 | -19.9% | 1,901 | -5.0% | 0.03% | +7.4% |
| Q1 2022 | $537,000 | +9.4% | 2,002 | +15.3% | 0.03% | -6.9% |
| Q4 2021 | $491,000 | +79.2% | 1,736 | -9.0% | 0.03% | -62.3% |
| Q1 2020 | $274,000 | -29.9% | 1,908 | +0.4% | 0.08% | +140.6% |
| Q4 2019 | $391,000 | +0.5% | 1,901 | -5.6% | 0.03% | -5.9% |
| Q3 2019 | $389,000 | +53.8% | 2,013 | +54.6% | 0.03% | +41.7% |
| Q2 2019 | $253,000 | +2.4% | 1,302 | 0.0% | 0.02% | +4.3% |
| Q1 2019 | $247,000 | -35.3% | 1,302 | -43.4% | 0.02% | -37.8% |
| Q4 2018 | $382,000 | +20.5% | 2,300 | +46.0% | 0.04% | +42.3% |
| Q3 2018 | $317,000 | – | 1,575 | – | 0.03% | – |
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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% |