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 | $227,158 | -4.6% | 911 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $238,208 | +4.5% | 911 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $227,896 | +3.4% | 911 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $220,362 | +10.2% | 911 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $200,000 | -2.9% | 911 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $206,000 | -15.6% | 911 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $244,000 | -5.4% | 911 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $258,000 | +7.5% | 911 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $240,000 | -2.0% | 911 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $245,000 | +3.4% | 911 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $237,000 | +13.4% | 911 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $209,000 | +23.7% | 911 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $169,000 | +1.8% | 911 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $166,000 | +773.7% | 911 | +678.6% | 0.01% | +700.0% |
| Q1 2020 | $19,000 | -89.8% | 117 | -87.2% | 0.00% | -88.9% |
| Q4 2019 | $187,000 | +96.8% | 911 | +85.9% | 0.01% | +80.0% |
| Q3 2019 | $95,000 | 0.0% | 490 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $95,000 | +295.8% | 490 | +292.0% | 0.01% | +400.0% |
| Q1 2019 | $24,000 | -4.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $25,000 | +4.2% | 125 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $24,000 | +4.3% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | – | 125 | – | 0.00% | – |
Download | ||||||
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% |