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 | $1,251,986 | -7.5% | 5,021 | -3.0% | 0.44% | -5.2% |
| Q2 2023 | $1,353,682 | -4.4% | 5,177 | -8.5% | 0.46% | -7.8% |
| Q1 2023 | $1,415,405 | +2.5% | 5,658 | -0.9% | 0.50% | -1.0% |
| Q4 2022 | $1,380,708 | +8.1% | 5,708 | -2.0% | 0.51% | -5.8% |
| Q3 2022 | $1,277,000 | -11.3% | 5,826 | -23.4% | 0.54% | -50.2% |
| Q1 2019 | $1,440,000 | +12.3% | 7,602 | -1.6% | 1.08% | +9.3% |
| Q4 2018 | $1,282,000 | -22.0% | 7,723 | -5.4% | 0.99% | -22.0% |
| Q3 2018 | $1,643,000 | +2.8% | 8,161 | -0.5% | 1.27% | -11.2% |
| Q2 2018 | $1,598,000 | +3.7% | 8,205 | -0.1% | 1.43% | +6.9% |
| Q1 2018 | $1,541,000 | -4.5% | 8,217 | -4.0% | 1.33% | -12.2% |
| Q4 2017 | $1,613,000 | – | 8,563 | – | 1.52% | – |
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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% |