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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,270,000 | -55.8% | 7,650 | -46.4% | 0.01% | -50.0% |
| Q3 2018 | $2,875,000 | +5.3% | 14,281 | +1.8% | 0.02% | -5.9% |
| Q2 2018 | $2,731,000 | +44.3% | 14,022 | +39.0% | 0.02% | +41.7% |
| Q1 2018 | $1,893,000 | +18.6% | 10,090 | +19.9% | 0.01% | +50.0% |
| Q4 2017 | $1,596,000 | +9.8% | 8,412 | +3.5% | 0.01% | -27.3% |
| Q3 2017 | $1,454,000 | +4.9% | 8,130 | +2.1% | 0.01% | +10.0% |
| Q2 2017 | $1,386,000 | +22.5% | 7,965 | +20.6% | 0.01% | +11.1% |
| Q1 2017 | $1,131,000 | +3.9% | 6,605 | +0.3% | 0.01% | 0.0% |
| Q4 2016 | $1,089,000 | +24.3% | 6,585 | +16.3% | 0.01% | +50.0% |
| Q3 2016 | $876,000 | – | 5,660 | – | 0.01% | – |
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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% |