ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4 | 0.0% | 0 | – | 0.00% | – |
Q2 2023 | $4 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q4 2021 | $108,000 | +8.0% | 380 | 0.0% | 0.04% | +6.1% |
Q3 2021 | $100,000 | -2.0% | 380 | 0.0% | 0.03% | -5.7% |
Q2 2021 | $102,000 | -50.7% | 380 | -57.8% | 0.04% | -52.7% |
Q4 2020 | $207,000 | +24.0% | 900 | 0.0% | 0.07% | +8.8% |
Q3 2020 | $167,000 | +4.4% | 900 | 0.0% | 0.07% | -1.4% |
Q2 2020 | $160,000 | -38.2% | 900 | -50.0% | 0.07% | -43.9% |
Q1 2020 | $259,000 | -39.2% | 1,800 | -13.0% | 0.12% | -8.2% |
Q4 2019 | $426,000 | +22.4% | 2,070 | +15.0% | 0.13% | +16.5% |
Q3 2019 | $348,000 | -0.6% | 1,800 | 0.0% | 0.12% | -9.4% |
Q2 2019 | $350,000 | +2.6% | 1,800 | 0.0% | 0.13% | -8.0% |
Q1 2019 | $341,000 | +14.0% | 1,800 | 0.0% | 0.14% | +6.2% |
Q4 2018 | $299,000 | -17.4% | 1,800 | 0.0% | 0.13% | -9.7% |
Q3 2018 | $362,000 | +3.1% | 1,800 | 0.0% | 0.14% | -0.7% |
Q2 2018 | $351,000 | +3.8% | 1,800 | 0.0% | 0.14% | +1.4% |
Q1 2018 | $338,000 | – | 1,800 | – | 0.14% | – |
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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% |