ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 944 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,326,000 | +8.0% | 7,069 | +9.2% | 0.17% | -23.9% |
| Q4 2017 | $1,228,000 | +7.3% | 6,473 | +1.2% | 0.22% | +1.8% |
| Q3 2017 | $1,144,000 | +2.6% | 6,396 | -0.2% | 0.22% | -4.8% |
| Q2 2017 | $1,115,000 | +48.1% | 6,408 | +31.7% | 0.23% | +5.0% |
| Q3 2016 | $753,000 | +3.2% | 4,864 | -0.5% | 0.22% | +4.8% |
| Q2 2016 | $730,000 | +33.9% | 4,887 | +29.4% | 0.21% | +30.0% |
| Q1 2016 | $545,000 | -21.2% | 3,778 | -24.0% | 0.16% | -24.2% |
| Q4 2015 | $692,000 | +8.6% | 4,968 | +6.6% | 0.21% | +3.4% |
| Q3 2015 | $637,000 | -4.9% | 4,660 | +4.3% | 0.20% | +4.1% |
| Q2 2015 | $670,000 | +27.4% | 4,470 | +29.2% | 0.20% | +24.1% |
| Q1 2015 | $526,000 | +9.1% | 3,459 | +3.8% | 0.16% | +2.6% |
| Q4 2014 | $482,000 | +5.0% | 3,331 | -0.7% | 0.15% | +1.3% |
| Q3 2014 | $459,000 | +70.0% | 3,356 | +77.6% | 0.15% | +68.9% |
| Q2 2014 | $270,000 | +3.4% | 1,890 | -0.3% | 0.09% | +2.3% |
| Q1 2014 | $261,000 | -18.4% | 1,895 | -20.7% | 0.09% | -22.1% |
| Q4 2013 | $320,000 | +17.6% | 2,390 | +8.9% | 0.11% | +9.7% |
| Q3 2013 | $272,000 | +2.6% | 2,195 | -4.4% | 0.10% | -1.0% |
| Q2 2013 | $265,000 | – | 2,295 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |