ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $553,000 | +4.1% | 2,861 | +4.6% | 0.03% | +3.6% |
| Q2 2019 | $531,000 | -6.2% | 2,736 | -8.5% | 0.03% | -3.4% |
| Q1 2019 | $566,000 | +65.5% | 2,991 | +45.1% | 0.03% | +45.0% |
| Q4 2018 | $342,000 | -13.0% | 2,061 | +5.7% | 0.02% | +17.6% |
| Q3 2018 | $393,000 | +12.3% | 1,950 | +8.6% | 0.02% | +88.9% |
| Q2 2018 | $350,000 | +11.8% | 1,795 | +7.5% | 0.01% | +12.5% |
| Q1 2018 | $313,000 | -1.9% | 1,670 | -0.6% | 0.01% | +14.3% |
| Q4 2017 | $319,000 | +16.0% | 1,680 | +9.4% | 0.01% | +16.7% |
| Q3 2017 | $275,000 | -11.6% | 1,535 | -14.2% | 0.01% | -14.3% |
| Q2 2017 | $311,000 | -80.5% | 1,790 | -80.8% | 0.01% | -81.6% |
| Q1 2017 | $1,596,000 | -51.2% | 9,320 | -52.9% | 0.04% | -51.3% |
| Q4 2016 | $3,272,000 | – | 19,792 | – | 0.08% | – |
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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% |