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 2020 | $1,726,000 | -30.1% | 12,000 | 0.0% | 0.16% | -56.9% |
| Q4 2019 | $2,470,000 | +6.5% | 12,000 | 0.0% | 0.36% | -8.1% |
| Q3 2019 | $2,319,000 | -0.5% | 12,000 | 0.0% | 0.40% | -1.5% |
| Q2 2019 | $2,331,000 | +2.6% | 12,000 | 0.0% | 0.40% | +3.6% |
| Q1 2019 | $2,273,000 | +14.0% | 12,000 | 0.0% | 0.39% | -4.7% |
| Q4 2018 | $1,993,000 | -31.8% | 12,000 | -17.4% | 0.41% | -1.2% |
| Q3 2018 | $2,923,000 | +3.4% | 14,520 | 0.0% | 0.41% | -5.7% |
| Q2 2018 | $2,828,000 | +3.8% | 14,520 | 0.0% | 0.44% | -2.9% |
| Q1 2018 | $2,724,000 | -6.0% | 14,520 | -4.9% | 0.45% | +9.8% |
| Q4 2017 | $2,898,000 | -26.7% | 15,270 | -30.9% | 0.41% | -27.7% |
| Q3 2017 | $3,954,000 | -33.3% | 22,100 | -35.2% | 0.57% | -32.2% |
| Q2 2017 | $5,932,000 | -0.8% | 34,100 | -2.3% | 0.84% | -2.3% |
| Q1 2017 | $5,977,000 | +24.1% | 34,910 | +19.8% | 0.86% | +6.2% |
| Q4 2016 | $4,818,000 | – | 29,140 | – | 0.81% | – |
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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% |