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 2019 | $5,774,000 | +3.6% | 29,880 | +4.2% | 0.21% | +3.9% |
| Q2 2019 | $5,573,000 | +4.8% | 28,687 | +2.2% | 0.20% | -5.1% |
| Q1 2019 | $5,317,000 | +21.5% | 28,073 | +6.5% | 0.22% | +9.6% |
| Q4 2018 | $4,377,000 | -17.5% | 26,359 | 0.0% | 0.20% | +2.6% |
| Q3 2018 | $5,306,000 | +8.0% | 26,359 | +4.5% | 0.19% | -1.0% |
| Q2 2018 | $4,915,000 | +7.3% | 25,234 | +3.3% | 0.19% | +0.5% |
| Q1 2018 | $4,582,000 | -1.2% | 24,428 | 0.0% | 0.19% | -1.5% |
| Q4 2017 | $4,636,000 | +0.6% | 24,428 | -5.2% | 0.20% | -9.3% |
| Q3 2017 | $4,609,000 | +2.4% | 25,763 | -0.4% | 0.22% | -3.1% |
| Q2 2017 | $4,499,000 | +1.6% | 25,863 | 0.0% | 0.22% | -8.6% |
| Q1 2017 | $4,428,000 | +7.3% | 25,863 | +3.6% | 0.24% | -3.9% |
| Q4 2016 | $4,128,000 | – | 24,965 | – | 0.25% | – |
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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% |