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 | $424,000 | -87.7% | 2,290 | -88.2% | 0.61% | -86.1% |
| Q2 2020 | $3,461,000 | +8.6% | 19,466 | -12.1% | 4.37% | +2.2% |
| Q1 2020 | $3,186,000 | -32.7% | 22,149 | -3.7% | 4.28% | +6.1% |
| Q4 2019 | $4,733,000 | +6.2% | 22,994 | -0.3% | 4.03% | -13.0% |
| Q3 2019 | $4,458,000 | +2.4% | 23,070 | -16.4% | 4.63% | +19.3% |
| Q2 2019 | $4,354,000 | +0.2% | 27,610 | +20.4% | 3.88% | -11.5% |
| Q1 2019 | $4,344,000 | -28.4% | 22,934 | -37.3% | 4.39% | -38.9% |
| Q4 2018 | $6,071,000 | – | 36,561 | – | 7.19% | – |
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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% |