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 2020 | $51,452,000 | -0.2% | 277,651 | -4.2% | 5.50% | -2.5% |
| Q2 2020 | $51,536,000 | +50.7% | 289,820 | +21.9% | 5.64% | +19.3% |
| Q1 2020 | $34,204,000 | +1434.5% | 237,758 | +2095.6% | 4.73% | +1651.5% |
| Q4 2019 | $2,229,000 | +7.3% | 10,829 | +0.7% | 0.27% | -2.5% |
| Q3 2019 | $2,078,000 | +14.4% | 10,756 | +15.1% | 0.28% | +62.0% |
| Q2 2019 | $1,816,000 | +3.0% | 9,348 | +0.4% | 0.17% | -1.2% |
| Q1 2019 | $1,763,000 | +14.7% | 9,310 | +0.6% | 0.17% | -37.1% |
| Q4 2018 | $1,537,000 | -17.0% | 9,256 | +0.6% | 0.28% | -77.1% |
| Q3 2018 | $1,851,000 | +6.4% | 9,197 | +3.0% | 1.20% | +1.0% |
| Q2 2018 | $1,739,000 | +3.8% | 8,928 | 0.0% | 1.19% | +4.0% |
| Q1 2018 | $1,675,000 | -0.8% | 8,928 | +0.3% | 1.14% | +1.9% |
| Q4 2017 | $1,689,000 | +6.1% | 8,898 | 0.0% | 1.12% | +2.2% |
| Q3 2017 | $1,592,000 | +2.6% | 8,898 | -0.2% | 1.10% | +26.3% |
| Q2 2017 | $1,551,000 | +1.6% | 8,914 | 0.0% | 0.87% | +4.0% |
| Q1 2017 | $1,526,000 | +1005.8% | 8,914 | +968.8% | 0.84% | +619.8% |
| Q4 2016 | $138,000 | +6800.0% | 834 | +5112.5% | 0.12% | +5700.0% |
| Q3 2016 | $2,000 | – | 16 | – | 0.00% | – |
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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% |