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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $3,151,000 | +185.4% | 11,725 | +118.5% | 0.93% | -26.1% |
| Q4 2019 | $1,104,000 | -2.6% | 5,366 | -8.5% | 1.25% | -9.0% |
| Q3 2019 | $1,134,000 | -9.9% | 5,866 | -9.5% | 1.38% | -1.4% |
| Q2 2019 | $1,259,000 | +2.7% | 6,479 | 0.0% | 1.40% | +22.5% |
| Q1 2019 | $1,226,000 | +8.0% | 6,479 | -5.1% | 1.14% | -19.1% |
| Q4 2018 | $1,135,000 | – | 6,829 | – | 1.41% | – |
Download | ||||||
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% |