ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $298,000 | -49.9% | 2,068 | -32.8% | 0.01% | 0.0% |
| Q3 2019 | $595,000 | -89.0% | 3,079 | -90.6% | 0.01% | -89.8% |
| Q4 2018 | $5,429,000 | +28.3% | 32,692 | +55.5% | 0.05% | +113.0% |
| Q3 2018 | $4,233,000 | +18.6% | 21,029 | +14.7% | 0.02% | +21.1% |
| Q2 2018 | $3,570,000 | -71.1% | 18,329 | -71.9% | 0.02% | -72.5% |
| Q4 2017 | $12,365,000 | +168.2% | 65,152 | +145.9% | 0.07% | +86.5% |
| Q2 2017 | $4,610,000 | +147.1% | 26,500 | +143.1% | 0.04% | +131.2% |
| Q1 2017 | $1,866,000 | -69.4% | 10,900 | -75.1% | 0.02% | -74.6% |
| Q4 2015 | $6,105,000 | +1389.0% | 43,800 | +1360.0% | 0.06% | +1160.0% |
| Q3 2015 | $410,000 | -72.1% | 3,000 | -70.4% | 0.01% | -70.6% |
| Q4 2014 | $1,467,000 | +283.0% | 10,128 | +261.7% | 0.02% | +325.0% |
| Q3 2014 | $383,000 | – | 2,800 | – | 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% |