ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,075,000 | -61.0% | 7,475 | -44.2% | 0.36% | -46.9% |
| Q4 2019 | $2,756,000 | +7.6% | 13,395 | +1.1% | 0.67% | -2.3% |
| Q3 2019 | $2,561,000 | -19.9% | 13,255 | -19.5% | 0.68% | -17.7% |
| Q2 2019 | $3,197,000 | +63.2% | 16,457 | +59.1% | 0.83% | +55.8% |
| Q1 2019 | $1,959,000 | -5.8% | 10,344 | -17.4% | 0.53% | -40.8% |
| Q4 2018 | $2,079,000 | +68.1% | 12,524 | +103.7% | 0.90% | +54.5% |
| Q3 2018 | $1,237,000 | +16.2% | 6,147 | +13.8% | 0.58% | +11.9% |
| Q2 2018 | $1,065,000 | +19.7% | 5,402 | +13.8% | 0.52% | +12.7% |
| Q1 2018 | $890,000 | +60.4% | 4,745 | +62.2% | 0.46% | +71.5% |
| Q4 2017 | $555,000 | – | 2,925 | – | 0.27% | – |
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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% |