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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $231,000 | -30.4% | 1,604 | -0.5% | 0.09% | -13.0% |
| Q4 2019 | $332,000 | +6.8% | 1,612 | 0.0% | 0.11% | +3.8% |
| Q3 2019 | $311,000 | -0.6% | 1,612 | 0.0% | 0.10% | -2.8% |
| Q2 2019 | $313,000 | +2.6% | 1,612 | 0.0% | 0.11% | +0.9% |
| Q1 2019 | $305,000 | +6.6% | 1,612 | -6.4% | 0.11% | -7.0% |
| Q4 2018 | $286,000 | -34.4% | 1,723 | -20.4% | 0.11% | -36.0% |
| Q3 2018 | $436,000 | +3.3% | 2,164 | 0.0% | 0.18% | -5.8% |
| Q2 2018 | $422,000 | +3.9% | 2,164 | 0.0% | 0.19% | +2.2% |
| Q1 2018 | $406,000 | -5.4% | 2,164 | -4.2% | 0.18% | -6.1% |
| Q4 2017 | $429,000 | – | 2,260 | – | 0.20% | – |
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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% |