ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,189,000 | -13.4% | 15,610 | -8.6% | 1.83% | -8.4% |
| Q4 2021 | $4,835,000 | +4.8% | 17,081 | -2.6% | 2.00% | +2.7% |
| Q3 2021 | $4,612,000 | -6.5% | 17,530 | -4.5% | 1.94% | -2.3% |
| Q2 2021 | $4,934,000 | -3.0% | 18,359 | -6.1% | 1.99% | -13.3% |
| Q1 2021 | $5,087,000 | -28.9% | 19,545 | -37.2% | 2.30% | -31.4% |
| Q4 2020 | $7,155,000 | +8.3% | 31,133 | -12.7% | 3.34% | -3.4% |
| Q3 2020 | $6,606,000 | -15.8% | 35,651 | -19.2% | 3.46% | -19.4% |
| Q2 2020 | $7,843,000 | -29.4% | 44,107 | -42.8% | 4.30% | -35.6% |
| Q1 2020 | $11,102,000 | -28.9% | 77,174 | +1.7% | 6.67% | -0.8% |
| Q4 2019 | $15,620,000 | +18.4% | 75,891 | +11.1% | 6.73% | +10.5% |
| Q3 2019 | $13,194,000 | +3.9% | 68,282 | +4.5% | 6.09% | +0.4% |
| Q2 2019 | $12,697,000 | +4.3% | 65,359 | +1.7% | 6.07% | -6.2% |
| Q1 2019 | $12,170,000 | – | 64,257 | – | 6.46% | – |
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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% |