ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,378 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $14,306,000 | +39.3% | 54,374 | +42.3% | 9.56% | +36.5% |
| Q2 2021 | $10,267,000 | +204.9% | 38,214 | +195.8% | 7.00% | +179.7% |
| Q1 2021 | $3,367,000 | +434.4% | 12,920 | +371.5% | 2.50% | +426.9% |
| Q4 2020 | $630,000 | +16.0% | 2,740 | -6.4% | 0.48% | +3.5% |
| Q3 2020 | $543,000 | -83.9% | 2,927 | -84.6% | 0.46% | -85.7% |
| Q2 2020 | $3,379,000 | -55.9% | 18,989 | -64.4% | 3.22% | -68.2% |
| Q1 2020 | $7,669,000 | -28.1% | 53,303 | +2.9% | 10.14% | -8.2% |
| Q4 2019 | $10,661,000 | – | 51,800 | – | 11.05% | – |
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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% |