ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $866,000 | +21.3% | 4,571 | +6.3% | 0.11% | +20.5% |
| Q4 2018 | $714,000 | +7.4% | 4,299 | +30.1% | 0.09% | +25.7% |
| Q3 2018 | $665,000 | +20.3% | 3,304 | +16.5% | 0.07% | +12.9% |
| Q2 2018 | $553,000 | -10.4% | 2,837 | -13.7% | 0.06% | -11.4% |
| Q1 2018 | $617,000 | +29.6% | 3,289 | +31.2% | 0.07% | +40.0% |
| Q4 2017 | $476,000 | +6.0% | 2,506 | -0.2% | 0.05% | +4.2% |
| Q3 2017 | $449,000 | +39.4% | 2,512 | +35.6% | 0.05% | +37.1% |
| Q2 2017 | $322,000 | +85.1% | 1,852 | +82.3% | 0.04% | +75.0% |
| Q1 2017 | $174,000 | +304.7% | 1,016 | +290.8% | 0.02% | +300.0% |
| Q4 2016 | $43,000 | +4.9% | 260 | -2.6% | 0.01% | +25.0% |
| Q3 2016 | $41,000 | +32.3% | 267 | +27.1% | 0.00% | +33.3% |
| Q2 2016 | $31,000 | -41.5% | 210 | -42.8% | 0.00% | -50.0% |
| Q1 2016 | $53,000 | +3.9% | 367 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $51,000 | -15.0% | 367 | -16.0% | 0.01% | -14.3% |
| Q3 2015 | $60,000 | -79.1% | 437 | -77.2% | 0.01% | -80.0% |
| Q2 2015 | $287,000 | -15.1% | 1,913 | -13.9% | 0.04% | -16.7% |
| Q1 2015 | $338,000 | -21.6% | 2,222 | -25.3% | 0.04% | -17.6% |
| Q4 2014 | $431,000 | -33.0% | 2,976 | -35.1% | 0.05% | +27.5% |
| Q3 2014 | $643,000 | +84.8% | 4,587 | +88.5% | 0.04% | -7.0% |
| Q2 2014 | $348,000 | +11.5% | 2,433 | +7.2% | 0.04% | 0.0% |
| Q1 2014 | $312,000 | -64.1% | 2,270 | -65.0% | 0.04% | -64.5% |
| Q4 2013 | $869,000 | +24.3% | 6,492 | +15.2% | 0.12% | +16.3% |
| Q3 2013 | $699,000 | -14.3% | 5,634 | -20.2% | 0.10% | -18.8% |
| Q2 2013 | $816,000 | – | 7,058 | – | 0.13% | – |
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% |