ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $50,048,000 | -6.6% | 259,009 | -6.1% | 0.81% | -14.1% |
| Q2 2019 | $53,598,000 | +1.0% | 275,907 | -1.6% | 0.95% | -3.0% |
| Q1 2019 | $53,088,000 | -10.6% | 280,296 | -21.6% | 0.98% | -18.8% |
| Q4 2018 | $59,383,000 | -40.7% | 357,598 | -28.1% | 1.20% | -30.2% |
| Q3 2018 | $100,118,000 | -16.3% | 497,381 | -19.0% | 1.72% | -19.6% |
| Q2 2018 | $119,658,000 | +9.9% | 614,326 | +5.8% | 2.14% | +10.3% |
| Q1 2018 | $108,891,000 | -11.9% | 580,533 | -10.9% | 1.94% | -8.1% |
| Q4 2017 | $123,624,000 | -0.9% | 651,407 | -6.6% | 2.11% | -5.4% |
| Q3 2017 | $124,741,000 | +7.4% | 697,266 | +4.4% | 2.23% | +3.9% |
| Q2 2017 | $116,159,000 | -10.2% | 667,771 | -11.6% | 2.15% | -10.8% |
| Q1 2017 | $129,340,000 | +0.7% | 755,403 | -2.8% | 2.41% | -3.3% |
| Q4 2016 | $128,474,000 | +9.3% | 777,029 | +2.3% | 2.49% | +7.5% |
| Q3 2016 | $117,554,000 | +1.5% | 759,837 | -1.9% | 2.32% | -3.5% |
| Q2 2016 | $115,764,000 | +8.5% | 774,912 | +4.7% | 2.40% | +6.0% |
| Q1 2016 | $106,694,000 | -13.5% | 739,956 | -16.4% | 2.26% | -15.5% |
| Q4 2015 | $123,341,000 | -5.5% | 885,306 | -7.3% | 2.68% | -6.4% |
| Q3 2015 | $130,468,000 | -12.4% | 955,041 | -3.9% | 2.86% | -5.2% |
| Q2 2015 | $149,020,000 | -9.3% | 993,602 | -8.1% | 3.02% | -6.4% |
| Q1 2015 | $164,361,000 | +23.5% | 1,081,462 | +17.6% | 3.22% | +13.0% |
| Q4 2014 | $133,127,000 | +25.4% | 919,384 | +18.4% | 2.85% | +21.9% |
| Q3 2014 | $106,154,000 | -12.9% | 776,323 | -8.8% | 2.34% | -6.4% |
| Q2 2014 | $121,842,000 | +3.5% | 851,568 | -0.5% | 2.50% | +11.5% |
| Q1 2014 | $117,696,000 | +79.9% | 856,156 | +75.1% | 2.24% | +77.0% |
| Q4 2013 | $65,411,000 | +13.2% | 488,834 | +5.0% | 1.27% | +3.7% |
| Q3 2013 | $57,790,000 | +45.9% | 465,524 | +35.8% | 1.22% | +41.1% |
| Q2 2013 | $39,603,000 | – | 342,884 | – | 0.87% | – |
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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% |