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 | $6,695,000 | -4.0% | 25,450 | -2.0% | 0.45% | -4.5% |
| Q2 2021 | $6,977,000 | +4.6% | 25,961 | +1.4% | 0.47% | -3.7% |
| Q1 2021 | $6,667,000 | +14.0% | 25,613 | +0.6% | 0.49% | +8.5% |
| Q4 2020 | $5,850,000 | +12.8% | 25,455 | +2.0% | 0.45% | -0.9% |
| Q3 2020 | $5,186,000 | +9.1% | 24,944 | -6.7% | 0.45% | -1.1% |
| Q2 2020 | $4,754,000 | +4.9% | 26,733 | -15.2% | 0.46% | -12.1% |
| Q1 2020 | $4,534,000 | -26.4% | 31,519 | +5.3% | 0.52% | -9.5% |
| Q4 2019 | $6,162,000 | +23.2% | 29,937 | +15.7% | 0.58% | +7.9% |
| Q3 2019 | $5,002,000 | +0.4% | 25,884 | +1.0% | 0.53% | +3.1% |
| Q2 2019 | $4,981,000 | +10.4% | 25,638 | +7.7% | 0.52% | +5.3% |
| Q1 2019 | $4,510,000 | -10.2% | 23,810 | -21.3% | 0.49% | -21.2% |
| Q4 2018 | $5,025,000 | – | 30,261 | – | 0.62% | – |
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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% |