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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $8,341,000 | +8.6% | 50,232 | +31.6% | 1.82% | -5.4% |
| Q3 2018 | $7,683,000 | +1.9% | 38,171 | -1.4% | 1.93% | -7.4% |
| Q2 2018 | $7,540,000 | +1.0% | 38,711 | -2.7% | 2.08% | -3.5% |
| Q1 2018 | $7,465,000 | -5.4% | 39,799 | -4.3% | 2.16% | +1.6% |
| Q4 2017 | $7,892,000 | +4.3% | 41,588 | -1.7% | 2.12% | +0.7% |
| Q3 2017 | $7,569,000 | -1.5% | 42,310 | -4.2% | 2.11% | -3.3% |
| Q2 2017 | $7,682,000 | -5.9% | 44,162 | -7.4% | 2.18% | -1.4% |
| Q1 2017 | $8,164,000 | +20.0% | 47,685 | +15.9% | 2.21% | +18.6% |
| Q4 2016 | $6,804,000 | +19.7% | 41,154 | +12.0% | 1.86% | +20.7% |
| Q3 2016 | $5,684,000 | +22.8% | 36,741 | +18.6% | 1.54% | +20.1% |
| Q2 2016 | $4,628,000 | +12.4% | 30,978 | +8.5% | 1.29% | +8.2% |
| Q1 2016 | $4,117,000 | +14.0% | 28,556 | +10.2% | 1.19% | +9.9% |
| Q4 2015 | $3,611,000 | +41.4% | 25,914 | +38.7% | 1.08% | +29.3% |
| Q3 2015 | $2,553,000 | +39.2% | 18,688 | +52.8% | 0.84% | +52.3% |
| Q2 2015 | $1,834,000 | – | 12,233 | – | 0.55% | – |
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% |