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 | $331,000 | +23.0% | 1,712 | +13.0% | 0.16% | +27.6% |
| Q2 2020 | $269,000 | +16.5% | 1,515 | -5.6% | 0.13% | -1.6% |
| Q1 2020 | $231,000 | -34.4% | 1,605 | -6.2% | 0.13% | -20.9% |
| Q4 2019 | $352,000 | +6.3% | 1,712 | 0.0% | 0.16% | +0.6% |
| Q3 2019 | $331,000 | -1.2% | 1,712 | -0.7% | 0.16% | -1.2% |
| Q2 2019 | $335,000 | +24.5% | 1,724 | +21.2% | 0.16% | +22.4% |
| Q1 2019 | $269,000 | +10.7% | 1,423 | -2.7% | 0.13% | -1.5% |
| Q4 2018 | $243,000 | -2.8% | 1,462 | +17.6% | 0.14% | +4.6% |
| Q3 2018 | $250,000 | +7.3% | 1,243 | +3.8% | 0.13% | +5.7% |
| Q2 2018 | $233,000 | +1.7% | 1,198 | -28.5% | 0.12% | -0.8% |
| Q3 2015 | $229,000 | -40.1% | 1,675 | -34.3% | 0.12% | -40.7% |
| Q2 2015 | $382,000 | +1.3% | 2,549 | +2.7% | 0.21% | -4.6% |
| Q1 2015 | $377,000 | +5.3% | 2,482 | +0.4% | 0.22% | -2.2% |
| Q4 2014 | $358,000 | +6.2% | 2,471 | +0.3% | 0.22% | -1.8% |
| Q3 2014 | $337,000 | -4.0% | 2,463 | +0.3% | 0.23% | +14.0% |
| Q2 2014 | $351,000 | +7.3% | 2,456 | +3.1% | 0.20% | -19.0% |
| Q1 2014 | $327,000 | – | 2,381 | – | 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% |