ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,606,400 | -7.5% | 14,463 | -3.0% | 1.11% | -5.5% |
| Q2 2023 | $3,898,404 | -46.1% | 14,909 | -70.3% | 1.17% | -77.3% |
| Q1 2020 | $7,232,000 | -41.6% | 50,271 | -16.4% | 5.17% | -21.6% |
| Q4 2019 | $12,383,000 | +6.5% | 60,165 | 0.0% | 6.60% | +4.4% |
| Q3 2019 | $11,626,000 | -0.5% | 60,165 | 0.0% | 6.32% | +17.8% |
| Q2 2019 | $11,688,000 | +2.6% | 60,165 | 0.0% | 5.37% | -24.0% |
| Q1 2019 | $11,395,000 | +14.1% | 60,165 | 0.0% | 7.06% | +19.8% |
| Q4 2018 | $9,991,000 | – | 60,165 | – | 5.89% | – |
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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% |