ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,326,000 | +6.0% | 12,038 | +6.5% | 0.10% | +4.3% |
| Q2 2019 | $2,195,000 | +4.5% | 11,298 | +1.9% | 0.09% | +4.4% |
| Q1 2019 | $2,100,000 | +16.2% | 11,086 | +1.8% | 0.09% | +4.7% |
| Q4 2018 | $1,808,000 | -20.0% | 10,885 | -3.1% | 0.09% | -9.5% |
| Q3 2018 | $2,261,000 | +9.7% | 11,231 | +6.1% | 0.10% | +5.6% |
| Q2 2018 | $2,062,000 | +10.3% | 10,588 | +6.2% | 0.09% | +4.7% |
| Q1 2018 | $1,870,000 | +2.4% | 9,971 | +3.6% | 0.09% | +1.2% |
| Q4 2017 | $1,826,000 | +5.1% | 9,620 | -1.0% | 0.08% | +2.4% |
| Q3 2017 | $1,738,000 | -3.1% | 9,713 | -5.8% | 0.08% | -5.7% |
| Q2 2017 | $1,794,000 | +0.9% | 10,313 | -0.7% | 0.09% | -1.1% |
| Q1 2017 | $1,778,000 | +11.8% | 10,386 | +8.0% | 0.09% | +7.2% |
| Q4 2016 | $1,590,000 | +9.7% | 9,618 | +2.6% | 0.08% | +3.8% |
| Q3 2016 | $1,450,000 | +8.8% | 9,373 | +5.1% | 0.08% | +6.7% |
| Q2 2016 | $1,333,000 | -2.8% | 8,922 | -6.2% | 0.08% | -3.8% |
| Q1 2016 | $1,371,000 | +14.8% | 9,509 | +10.9% | 0.08% | +14.7% |
| Q4 2015 | $1,194,000 | +3.1% | 8,572 | +1.1% | 0.07% | -2.9% |
| Q3 2015 | $1,158,000 | -16.8% | 8,478 | -8.6% | 0.07% | -12.5% |
| Q2 2015 | $1,392,000 | +11.5% | 9,279 | +13.0% | 0.08% | +11.1% |
| Q1 2015 | $1,248,000 | +18.3% | 8,213 | +12.7% | 0.07% | +12.5% |
| Q4 2014 | $1,055,000 | +8.1% | 7,286 | +2.1% | 0.06% | +1.6% |
| Q3 2014 | $976,000 | -4.4% | 7,136 | 0.0% | 0.06% | -3.1% |
| Q2 2014 | $1,021,000 | +4.1% | 7,136 | 0.0% | 0.06% | -1.5% |
| Q1 2014 | $981,000 | +2.7% | 7,136 | 0.0% | 0.07% | -1.5% |
| Q4 2013 | $955,000 | +7.8% | 7,136 | 0.0% | 0.07% | -2.9% |
| Q3 2013 | $886,000 | +7.5% | 7,136 | 0.0% | 0.07% | +3.0% |
| Q2 2013 | $824,000 | – | 7,136 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |