ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $538,596 | -4.6% | 2,160 | 0.0% | 0.07% | +2.9% |
Q2 2023 | $564,797 | +4.5% | 2,160 | 0.0% | 0.07% | -5.4% |
Q1 2023 | $540,346 | +3.4% | 2,160 | 0.0% | 0.07% | -8.6% |
Q4 2022 | $522,482 | +17.7% | 2,160 | +6.6% | 0.08% | +19.1% |
Q3 2022 | $444,000 | -3.3% | 2,027 | 0.0% | 0.07% | 0.0% |
Q2 2022 | $459,000 | -15.6% | 2,027 | 0.0% | 0.07% | +9.7% |
Q1 2022 | $544,000 | -4.7% | 2,027 | +0.5% | 0.06% | -3.1% |
Q4 2021 | $571,000 | +7.5% | 2,017 | 0.0% | 0.06% | +1.6% |
Q3 2021 | $531,000 | -2.0% | 2,017 | 0.0% | 0.06% | -3.1% |
Q2 2021 | $542,000 | +3.2% | 2,017 | 0.0% | 0.06% | -5.8% |
Q1 2021 | $525,000 | +13.1% | 2,017 | 0.0% | 0.07% | +6.2% |
Q4 2020 | $464,000 | +24.1% | 2,017 | 0.0% | 0.06% | +10.2% |
Q3 2020 | $374,000 | +4.2% | 2,017 | 0.0% | 0.06% | -9.2% |
Q2 2020 | $359,000 | +23.8% | 2,017 | 0.0% | 0.06% | +18.2% |
Q1 2020 | $290,000 | -30.1% | 2,017 | 0.0% | 0.06% | -5.2% |
Q4 2019 | $415,000 | – | 2,017 | – | 0.06% | – |
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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% |