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 | $1,631,000 | +322.5% | 8,799 | +343.9% | 0.86% | +313.5% |
| Q2 2019 | $386,000 | +1.6% | 1,982 | -1.1% | 0.21% | -3.7% |
| Q1 2019 | $380,000 | +13.8% | 2,005 | -0.4% | 0.22% | +3.3% |
| Q4 2018 | $334,000 | -52.8% | 2,013 | -42.8% | 0.21% | -14.0% |
| Q3 2018 | $708,000 | +106.4% | 3,522 | +100.2% | 0.24% | +2.1% |
| Q2 2018 | $343,000 | +1705.3% | 1,759 | +1575.2% | 0.24% | +1730.8% |
| Q1 2018 | $19,000 | 0.0% | 105 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $19,000 | – | 105 | – | 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% |