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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571,012 | -1.0% | 2,290 | +3.9% | 0.35% | +3.6% |
| Q2 2023 | $576,563 | +6.4% | 2,205 | +1.8% | 0.34% | -4.0% |
| Q1 2023 | $542,097 | +13.5% | 2,167 | +9.7% | 0.35% | 0.0% |
| Q4 2022 | $477,733 | +7.6% | 1,975 | -2.4% | 0.35% | +2.6% |
| Q3 2022 | $444,000 | -2.0% | 2,024 | +1.0% | 0.34% | +12.5% |
| Q2 2022 | $453,000 | -16.1% | 2,003 | -0.4% | 0.30% | +4.8% |
| Q1 2022 | $540,000 | -7.7% | 2,011 | -2.7% | 0.29% | +35.3% |
| Q4 2021 | $585,000 | +19.9% | 2,066 | +11.4% | 0.22% | +10.8% |
| Q3 2021 | $488,000 | -12.4% | 1,855 | -10.5% | 0.19% | -12.6% |
| Q2 2021 | $557,000 | +4.9% | 2,072 | +1.6% | 0.22% | -4.3% |
| Q1 2021 | $531,000 | +17.2% | 2,039 | +3.4% | 0.23% | +19.0% |
| Q4 2020 | $453,000 | +20.2% | 1,972 | -3.2% | 0.20% | +4.8% |
| Q3 2020 | $377,000 | +4.1% | 2,037 | +0.1% | 0.19% | -9.7% |
| Q2 2020 | $362,000 | +27.5% | 2,034 | +3.2% | 0.21% | -14.9% |
| Q1 2020 | $284,000 | -20.4% | 1,971 | +13.7% | 0.24% | -17.7% |
| Q4 2019 | $357,000 | – | 1,734 | – | 0.29% | – |
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% |