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 | $3,059,000 | -32.1% | 21,261 | -2.8% | 1.31% | -20.2% |
| Q4 2019 | $4,504,000 | +14.3% | 21,883 | +7.2% | 1.64% | +6.7% |
| Q3 2019 | $3,942,000 | +7.1% | 20,404 | +7.7% | 1.54% | -1.2% |
| Q2 2019 | $3,680,000 | +1.7% | 18,944 | -0.9% | 1.56% | -3.9% |
| Q1 2019 | $3,619,000 | +5.0% | 19,111 | -8.0% | 1.62% | -0.4% |
| Q4 2018 | $3,448,000 | -99.9% | 20,766 | +7.9% | 1.63% | -98.3% |
| Q3 2018 | $3,874,027,000 | +120586.2% | 19,246 | +16.8% | 93.78% | +7348.8% |
| Q2 2018 | $3,210,000 | +53.7% | 16,482 | +48.0% | 1.26% | +46.9% |
| Q1 2018 | $2,088,000 | +45.6% | 11,134 | +47.3% | 0.86% | +52.5% |
| Q4 2017 | $1,434,000 | +45.3% | 7,557 | +36.9% | 0.56% | +52.7% |
| Q3 2017 | $987,000 | +80.4% | 5,519 | +75.4% | 0.37% | +72.8% |
| Q2 2017 | $547,000 | +269.6% | 3,146 | +261.6% | 0.21% | +21200.0% |
| Q1 2017 | $148,000 | – | 870 | – | 0.00% | – |
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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% |