ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $65,200,000 | -3.3% | 380,363 | +9.1% | 0.41% | -11.8% |
| Q3 2019 | $67,397,000 | -3.3% | 348,793 | -2.7% | 0.46% | -7.7% |
| Q2 2019 | $69,664,000 | -4.3% | 358,429 | -6.6% | 0.50% | -9.4% |
| Q1 2019 | $72,830,000 | +19.5% | 383,758 | +4.8% | 0.56% | +1.3% |
| Q4 2018 | $60,939,000 | -14.6% | 366,207 | +3.1% | 0.55% | -8.0% |
| Q3 2018 | $71,382,000 | +10.3% | 355,028 | +2.6% | 0.60% | -1.0% |
| Q2 2018 | $64,722,000 | 0.0% | 345,948 | 0.0% | 0.60% | 0.0% |
| Q1 2018 | $64,722,000 | +23.0% | 345,948 | +24.8% | 0.60% | +20.1% |
| Q4 2017 | $52,601,000 | +41.5% | 277,167 | +33.4% | 0.50% | +24.6% |
| Q3 2017 | $37,170,000 | +12.4% | 207,771 | +9.3% | 0.40% | +3.9% |
| Q2 2017 | $33,076,000 | -15.9% | 190,145 | -17.3% | 0.39% | -22.2% |
| Q1 2017 | $39,344,000 | +4.5% | 229,824 | +0.2% | 0.50% | -4.6% |
| Q4 2016 | $37,642,000 | +29.6% | 229,389 | +22.1% | 0.52% | +20.2% |
| Q3 2016 | $29,042,000 | +8.9% | 187,808 | +5.2% | 0.44% | +2.1% |
| Q2 2016 | $26,669,000 | -9.5% | 178,531 | -12.6% | 0.43% | -17.8% |
| Q1 2016 | $29,457,000 | +82.4% | 204,293 | +76.3% | 0.52% | +73.2% |
| Q4 2015 | $16,148,000 | -10.7% | 115,903 | -12.5% | 0.30% | -19.8% |
| Q3 2015 | $18,090,000 | -36.3% | 132,426 | -30.1% | 0.37% | -29.0% |
| Q2 2015 | $28,420,000 | +13.9% | 189,483 | +15.4% | 0.52% | +9.6% |
| Q1 2015 | $24,951,000 | -13.4% | 164,183 | -17.5% | 0.48% | -24.8% |
| Q4 2014 | $28,810,000 | -43.7% | 198,968 | -46.8% | 0.64% | -54.3% |
| Q3 2014 | $51,167,000 | +34.5% | 374,190 | +40.8% | 1.39% | +33.8% |
| Q2 2014 | $38,036,000 | +278.7% | 265,846 | +263.9% | 1.04% | +255.6% |
| Q1 2014 | $10,043,000 | -87.2% | 73,055 | -87.6% | 0.29% | -87.9% |
| Q4 2013 | $78,755,000 | +1021.7% | 588,557 | +940.6% | 2.43% | +920.2% |
| Q3 2013 | $7,021,000 | +20.6% | 56,562 | +12.3% | 0.24% | +14.4% |
| Q2 2013 | $5,820,000 | – | 50,386 | – | 0.21% | – |
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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% |