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 | $30,190,797 | -2.2% | 121,078 | +2.6% | 2.13% | +5.2% |
| Q2 2023 | $30,859,319 | -0.9% | 118,018 | -5.2% | 2.02% | +18.3% |
| Q1 2023 | $31,136,326 | -6.9% | 124,466 | -10.0% | 1.71% | -21.6% |
| Q4 2022 | $33,449,690 | +4.4% | 138,285 | -5.3% | 2.18% | -5.9% |
| Q3 2022 | $32,032,000 | +13.6% | 146,091 | +17.2% | 2.32% | +16.0% |
| Q2 2022 | $28,193,000 | -18.5% | 124,621 | -3.3% | 2.00% | -5.8% |
| Q1 2022 | $34,573,000 | +0.6% | 128,840 | +6.2% | 2.12% | -0.9% |
| Q4 2021 | $34,351,000 | +16.8% | 121,348 | +8.6% | 2.14% | -4.6% |
| Q3 2021 | $29,400,000 | +2.9% | 111,757 | +5.1% | 2.24% | +2.2% |
| Q2 2021 | $28,574,000 | +20.9% | 106,330 | +17.1% | 2.19% | +8.9% |
| Q1 2021 | $23,629,000 | +77.9% | 90,784 | +57.1% | 2.01% | +59.9% |
| Q4 2020 | $13,281,000 | +16.5% | 57,785 | -6.1% | 1.26% | +45.0% |
| Q3 2020 | $11,403,000 | +2.7% | 61,535 | -1.4% | 0.87% | -42.0% |
| Q2 2020 | $11,098,000 | +1210.3% | 62,410 | +960.3% | 1.50% | +1000.7% |
| Q1 2020 | $847,000 | -22.9% | 5,886 | +10.2% | 0.14% | -12.8% |
| Q4 2019 | $1,099,000 | +12.9% | 5,341 | +6.1% | 0.16% | -2.5% |
| Q3 2019 | $973,000 | +21.6% | 5,034 | +22.3% | 0.16% | -15.3% |
| Q2 2019 | $800,000 | +38.6% | 4,117 | +35.1% | 0.19% | +47.7% |
| Q1 2019 | $577,000 | – | 3,047 | – | 0.13% | – |
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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% |