ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $737,000 | -64.1% | 5,124 | -48.6% | 0.33% | -49.1% |
| Q4 2019 | $2,052,000 | -3.8% | 9,969 | -9.7% | 0.64% | -8.4% |
| Q3 2019 | $2,134,000 | -16.9% | 11,044 | -16.4% | 0.70% | -15.0% |
| Q2 2019 | $2,567,000 | -6.0% | 13,214 | -8.4% | 0.83% | -8.1% |
| Q1 2019 | $2,731,000 | +10.8% | 14,420 | -2.9% | 0.90% | +3.1% |
| Q4 2018 | $2,465,000 | -18.6% | 14,847 | -1.3% | 0.87% | -9.4% |
| Q3 2018 | $3,028,000 | -2.0% | 15,044 | -5.2% | 0.96% | -6.9% |
| Q2 2018 | $3,090,000 | +1.2% | 15,865 | -2.5% | 1.04% | +1.7% |
| Q1 2018 | $3,052,000 | -60.5% | 16,269 | -60.0% | 1.02% | -60.1% |
| Q4 2017 | $7,723,000 | +7.6% | 40,696 | +1.4% | 2.55% | +5.1% |
| Q3 2017 | $7,179,000 | +2.5% | 40,129 | -0.4% | 2.43% | -0.7% |
| Q2 2017 | $7,007,000 | +3.9% | 40,281 | +2.3% | 2.44% | -1.5% |
| Q1 2017 | $6,743,000 | +2.3% | 39,382 | -1.2% | 2.48% | -2.4% |
| Q4 2016 | $6,589,000 | +6.9% | 39,850 | +0.1% | 2.54% | +5.6% |
| Q3 2016 | $6,161,000 | +8.8% | 39,823 | +5.1% | 2.41% | +3.5% |
| Q2 2016 | $5,662,000 | +1.6% | 37,901 | -2.0% | 2.33% | -6.4% |
| Q1 2016 | $5,575,000 | +10.7% | 38,666 | +7.0% | 2.49% | +2.6% |
| Q4 2015 | $5,036,000 | +4.4% | 36,146 | +3.0% | 2.42% | -48.2% |
| Q1 2014 | $4,823,000 | -55.7% | 35,081 | -56.9% | 4.68% | -42.6% |
| Q4 2013 | $10,896,000 | +115.5% | 81,429 | +99.9% | 8.15% | +85.9% |
| Q3 2013 | $5,055,000 | +13.9% | 40,729 | +6.5% | 4.38% | -3.7% |
| Q2 2013 | $4,437,000 | +2.6% | 38,244 | +1.7% | 4.55% | -5.9% |
| Q1 2013 | $4,325,000 | -20.9% | 37,589 | -30.1% | 4.83% | -28.1% |
| Q4 2012 | $5,471,000 | +20.6% | 53,797 | +17.1% | 6.72% | +6.6% |
| Q3 2012 | $4,535,000 | – | 45,960 | – | 6.31% | – |
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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% |