ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $409,000 | -51.5% | 2,098 | -53.3% | 0.02% | -52.5% |
| Q1 2018 | $843,000 | +38.4% | 4,495 | +40.0% | 0.04% | +42.9% |
| Q4 2017 | $609,000 | +54.2% | 3,210 | +23.5% | 0.03% | +21.7% |
| Q1 2015 | $395,000 | +41.1% | 2,600 | +34.6% | 0.02% | +43.8% |
| Q4 2014 | $280,000 | +15.2% | 1,931 | +8.9% | 0.02% | +6.7% |
| Q3 2014 | $243,000 | -5.1% | 1,774 | -0.7% | 0.02% | 0.0% |
| Q2 2014 | $256,000 | +4.1% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $246,000 | +2.9% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $239,000 | +7.7% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $222,000 | +7.8% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $206,000 | -4.2% | 1,787 | -4.2% | 0.02% | -6.2% |
| Q1 2013 | $215,000 | – | 1,865 | – | 0.02% | – |
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% |