ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,648,000 | +4.3% | 8,892 | +0.1% | 1.30% | -13.1% |
| Q2 2020 | $1,580,000 | +22.9% | 8,884 | -0.6% | 1.50% | -6.6% |
| Q1 2020 | $1,286,000 | -32.6% | 8,940 | -3.6% | 1.60% | -9.3% |
| Q4 2019 | $1,909,000 | +7.0% | 9,276 | +0.4% | 1.77% | -5.2% |
| Q3 2019 | $1,784,000 | -0.6% | 9,235 | 0.0% | 1.86% | -1.6% |
| Q2 2019 | $1,794,000 | +1.0% | 9,235 | -1.6% | 1.89% | -6.1% |
| Q1 2019 | $1,777,000 | +8.2% | 9,384 | -5.2% | 2.01% | -6.6% |
| Q4 2018 | $1,643,000 | -22.8% | 9,896 | -6.4% | 2.16% | +0.5% |
| Q3 2018 | $2,129,000 | +1.3% | 10,575 | -2.0% | 2.14% | -6.1% |
| Q2 2018 | $2,101,000 | +8.5% | 10,787 | +4.5% | 2.28% | +15.2% |
| Q1 2018 | $1,937,000 | – | 10,327 | – | 1.98% | – |
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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% |