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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $391,697 | +4.5% | 1,498 | 0.0% | 0.09% | -2.1% |
| Q1 2023 | $374,740 | +3.4% | 1,498 | 0.0% | 0.10% | -11.1% |
| Q4 2022 | $362,351 | +10.5% | 1,498 | 0.0% | 0.11% | +4.9% |
| Q3 2022 | $328,000 | -2.7% | 1,498 | +0.5% | 0.10% | +13.2% |
| Q2 2022 | $337,000 | -15.8% | 1,490 | 0.0% | 0.09% | 0.0% |
| Q1 2022 | $400,000 | -5.2% | 1,490 | 0.0% | 0.09% | +2.2% |
| Q4 2021 | $422,000 | +7.7% | 1,490 | 0.0% | 0.09% | -2.2% |
| Q3 2021 | $392,000 | -2.0% | 1,490 | 0.0% | 0.09% | +15.2% |
| Q2 2021 | $400,000 | +3.1% | 1,490 | 0.0% | 0.08% | -6.0% |
| Q1 2021 | $388,000 | +1.8% | 1,490 | -10.1% | 0.08% | -8.7% |
| Q4 2020 | $381,000 | +64.2% | 1,658 | +32.6% | 0.09% | +35.3% |
| Q3 2020 | $232,000 | +4.5% | 1,250 | 0.0% | 0.07% | -5.6% |
| Q2 2020 | $222,000 | -14.6% | 1,250 | 0.0% | 0.07% | -66.8% |
| Q4 2019 | $260,000 | +7.4% | 1,250 | 0.0% | 0.22% | +45.6% |
| Q3 2019 | $242,000 | -14.2% | 1,250 | -13.8% | 0.15% | +2.1% |
| Q2 2019 | $282,000 | -10.2% | 1,450 | -12.5% | 0.15% | -6.4% |
| Q1 2019 | $314,000 | +14.2% | 1,658 | 0.0% | 0.16% | +1.3% |
| Q4 2018 | $275,000 | -17.7% | 1,658 | 0.0% | 0.15% | -7.8% |
| Q3 2018 | $334,000 | +3.4% | 1,658 | 0.0% | 0.17% | -7.2% |
| Q2 2018 | $323,000 | +3.9% | 1,658 | 0.0% | 0.18% | 0.0% |
| Q1 2018 | $311,000 | -1.3% | 1,658 | 0.0% | 0.18% | +1.7% |
| Q4 2017 | $315,000 | +6.1% | 1,658 | 0.0% | 0.18% | -2.2% |
| Q3 2017 | $297,000 | +1.7% | 1,658 | -1.3% | 0.18% | -3.7% |
| Q2 2017 | $292,000 | +1.4% | 1,680 | 0.0% | 0.19% | +8.7% |
| Q1 2017 | $288,000 | +3.6% | 1,680 | 0.0% | 0.17% | -3.4% |
| Q4 2016 | $278,000 | +33.7% | 1,680 | +16.6% | 0.18% | +14.0% |
| Q1 2016 | $208,000 | +3.5% | 1,441 | 0.0% | 0.16% | +13.8% |
| Q4 2015 | $201,000 | – | 1,441 | – | 0.14% | – |
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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% |