ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,264,000 | +1.9% | 4,804 | +4.1% | 0.44% | +6.6% |
| Q2 2021 | $1,240,000 | +13.3% | 4,615 | +9.8% | 0.41% | -3.8% |
| Q1 2021 | $1,094,000 | +17.3% | 4,205 | +3.6% | 0.42% | +0.7% |
| Q4 2020 | $933,000 | +28.9% | 4,058 | +3.8% | 0.42% | +16.9% |
| Q3 2020 | $724,000 | +1.5% | 3,908 | -2.5% | 0.36% | -2.7% |
| Q2 2020 | $713,000 | +6.9% | 4,009 | -13.6% | 0.37% | +22.8% |
| Q1 2020 | $667,000 | -18.4% | 4,639 | +16.9% | 0.30% | +1.7% |
| Q4 2019 | $817,000 | -12.5% | 3,970 | -17.9% | 0.30% | -18.6% |
| Q3 2019 | $934,000 | +6.7% | 4,833 | +7.3% | 0.36% | +11.6% |
| Q2 2019 | $875,000 | +7.8% | 4,503 | +5.1% | 0.33% | +14.3% |
| Q1 2019 | $812,000 | +15.8% | 4,286 | +1.5% | 0.29% | +20.2% |
| Q4 2018 | $701,000 | +13.6% | 4,222 | +37.8% | 0.24% | +21.4% |
| Q3 2018 | $617,000 | -40.4% | 3,064 | -42.4% | 0.20% | -40.6% |
| Q2 2018 | $1,036,000 | +6.7% | 5,320 | +2.8% | 0.33% | +4.1% |
| Q1 2018 | $971,000 | -83.2% | 5,176 | -83.0% | 0.32% | -86.2% |
| Q4 2017 | $5,790,000 | +153.1% | 30,509 | +40.5% | 2.30% | +200.9% |
| Q3 2017 | $2,288,000 | +410.7% | 21,719 | +744.1% | 0.76% | +400.0% |
| Q2 2017 | $448,000 | +50.3% | 2,573 | +47.6% | 0.15% | +50.0% |
| Q1 2017 | $298,000 | – | 1,743 | – | 0.10% | – |
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% |