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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,809,245 | -1.4% | 15,277 | +3.4% | 0.20% | -17.3% |
| Q2 2023 | $3,862,242 | +76.6% | 14,771 | +69.0% | 0.25% | +58.0% |
| Q1 2023 | $2,186,882 | +2.8% | 8,742 | -0.6% | 0.16% | 0.0% |
| Q4 2022 | $2,126,463 | +10.3% | 8,791 | -0.0% | 0.16% | -1.3% |
| Q3 2022 | $1,928,000 | -0.3% | 8,792 | +2.8% | 0.16% | -3.0% |
| Q2 2022 | $1,934,000 | +0.6% | 8,550 | +19.3% | 0.16% | -68.9% |
| Q1 2022 | $1,923,000 | -4.6% | 7,166 | +0.6% | 0.53% | -5.5% |
| Q4 2021 | $2,016,000 | +9.7% | 7,122 | +1.9% | 0.56% | -7.1% |
| Q3 2021 | $1,838,000 | +0.4% | 6,988 | +2.6% | 0.60% | +1.7% |
| Q2 2021 | $1,830,000 | +4.1% | 6,808 | +0.8% | 0.59% | -18.2% |
| Q1 2021 | $1,758,000 | +6.7% | 6,755 | -5.8% | 0.72% | +128.4% |
| Q4 2020 | $1,648,000 | +21.2% | 7,172 | -2.3% | 0.32% | +10.1% |
| Q3 2020 | $1,360,000 | +150.0% | 7,338 | +139.7% | 0.29% | -62.7% |
| Q2 2020 | $544,000 | -42.6% | 3,061 | -33.6% | 0.77% | -25.7% |
| Q4 2019 | $948,000 | +233.8% | 4,608 | +168.8% | 1.04% | +276.4% |
| Q4 2018 | $284,000 | – | 1,714 | – | 0.28% | – |
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% |