ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $218,910 | +2.3% | 905 | -7.2% | 0.02% | -7.4% |
| Q3 2022 | $214,000 | -12.3% | 975 | -19.5% | 0.03% | -59.7% |
| Q3 2018 | $244,000 | -6.2% | 1,211 | -12.5% | 0.07% | -6.9% |
| Q1 2018 | $260,000 | -1.1% | 1,384 | 0.0% | 0.07% | +5.9% |
| Q4 2017 | $263,000 | +4.4% | 1,384 | -1.8% | 0.07% | -1.4% |
| Q3 2017 | $252,000 | +2.9% | 1,409 | 0.0% | 0.07% | 0.0% |
| Q2 2017 | $245,000 | +5.2% | 1,409 | 0.0% | 0.07% | +1.5% |
| Q1 2017 | $233,000 | 0.0% | 1,409 | 0.0% | 0.07% | +1.5% |
| Q4 2016 | $233,000 | +14.8% | 1,409 | +7.3% | 0.07% | +15.5% |
| Q3 2016 | $203,000 | -72.0% | 1,313 | -72.9% | 0.06% | -73.3% |
| Q2 2016 | $725,000 | +763.1% | 4,853 | +732.4% | 0.22% | +768.0% |
| Q1 2016 | $84,000 | +3.7% | 583 | 0.0% | 0.02% | +4.2% |
| Q4 2015 | $81,000 | +1.2% | 583 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $80,000 | -54.0% | 583 | -50.0% | 0.02% | -11.1% |
| Q2 2015 | $174,000 | – | 1,166 | – | 0.03% | – |
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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% |