ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,557 | +33.6% | 1,450 | +40.1% | 0.03% | +36.0% |
| Q2 2023 | $270,632 | -7.2% | 1,035 | -11.2% | 0.02% | -10.7% |
| Q1 2023 | $291,687 | +9.1% | 1,166 | +5.5% | 0.03% | -3.4% |
| Q4 2022 | $267,288 | -2.1% | 1,105 | -23.2% | 0.03% | -23.7% |
| Q1 2019 | $273,000 | +18.2% | 1,439 | +3.4% | 0.04% | 0.0% |
| Q4 2018 | $231,000 | -21.4% | 1,392 | -4.8% | 0.04% | -13.6% |
| Q3 2018 | $294,000 | +11.8% | 1,462 | +8.1% | 0.04% | +4.8% |
| Q2 2018 | $263,000 | +6.5% | 1,352 | +2.7% | 0.04% | +2.4% |
| Q1 2018 | $247,000 | -0.8% | 1,316 | +0.2% | 0.04% | -6.8% |
| Q4 2017 | $249,000 | – | 1,313 | – | 0.04% | – |
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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% |