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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $149,000 | -4.5% | 553 | +0.2% | 0.09% | +1.1% |
| Q4 2021 | $156,000 | +7.6% | 552 | +0.2% | 0.09% | +3.4% |
| Q3 2021 | $145,000 | -2.0% | 551 | +0.4% | 0.09% | -6.4% |
| Q2 2021 | $148,000 | -0.7% | 549 | -4.0% | 0.09% | -3.1% |
| Q1 2021 | $149,000 | +1.4% | 572 | -10.9% | 0.10% | -16.4% |
| Q4 2020 | $147,000 | +23.5% | 642 | +0.2% | 0.12% | +14.9% |
| Q3 2020 | $119,000 | -22.7% | 641 | -25.8% | 0.10% | -24.6% |
| Q2 2020 | $154,000 | +67.4% | 864 | +35.6% | 0.13% | +42.6% |
| Q1 2020 | $92,000 | -31.9% | 637 | -2.9% | 0.09% | -18.3% |
| Q4 2019 | $135,000 | – | 656 | – | 0.12% | – |
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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% |