ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,378 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,022,000 | -2.9% | 16,310 | -6.8% | 2.72% | +5.1% |
| Q2 2020 | $3,113,000 | -71.0% | 17,509 | -72.9% | 2.59% | -65.9% |
| Q4 2018 | $10,748,000 | -66.0% | 64,724 | -58.8% | 7.60% | -61.5% |
| Q3 2018 | $31,601,000 | +77.7% | 156,992 | +71.9% | 19.76% | +73.1% |
| Q2 2018 | $17,784,000 | +14.8% | 91,302 | +10.6% | 11.42% | +15.1% |
| Q1 2018 | $15,486,000 | +94.1% | 82,563 | +96.4% | 9.92% | +99.8% |
| Q4 2017 | $7,978,000 | +144.3% | 42,036 | +130.3% | 4.97% | +137.9% |
| Q3 2017 | $3,265,000 | – | 18,252 | – | 2.09% | – |
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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% |