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 2021 | $267,000 | -70.9% | 994 | -71.8% | 0.00% | -72.7% |
| Q1 2021 | $916,000 | +7.0% | 3,520 | -5.5% | 0.01% | +10.0% |
| Q4 2020 | $856,000 | +33.1% | 3,723 | +7.3% | 0.01% | +11.1% |
| Q3 2020 | $643,000 | -5.0% | 3,471 | -8.8% | 0.01% | -10.0% |
| Q2 2020 | $677,000 | +13.2% | 3,805 | -8.5% | 0.01% | 0.0% |
| Q1 2020 | $598,000 | -26.4% | 4,157 | +5.4% | 0.01% | -9.1% |
| Q4 2019 | $812,000 | -3.6% | 3,945 | -9.5% | 0.01% | -8.3% |
| Q3 2019 | $842,000 | +21.2% | 4,359 | +21.9% | 0.01% | +33.3% |
| Q2 2019 | $695,000 | +10.8% | 3,576 | +8.0% | 0.01% | +12.5% |
| Q1 2019 | $627,000 | +14.0% | 3,311 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $550,000 | -17.4% | 3,311 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $666,000 | +3.3% | 3,311 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $645,000 | +3.9% | 3,311 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $621,000 | -25.2% | 3,311 | -24.3% | 0.01% | -27.3% |
| Q4 2017 | $830,000 | +92.6% | 4,375 | +81.5% | 0.01% | +120.0% |
| Q3 2017 | $431,000 | +3.6% | 2,411 | +0.8% | 0.01% | 0.0% |
| Q2 2017 | $416,000 | – | 2,391 | – | 0.01% | – |
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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% |