ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $7,446,000 | -1.2% | 38,328 | -3.6% | 1.47% | +1.4% |
| Q1 2019 | $7,533,000 | +14.7% | 39,773 | +0.6% | 1.45% | +0.7% |
| Q4 2018 | $6,565,000 | -25.0% | 39,532 | -9.1% | 1.44% | -14.2% |
| Q3 2018 | $8,750,000 | +3.9% | 43,471 | +0.6% | 1.68% | -1.7% |
| Q2 2018 | $8,421,000 | +7.5% | 43,231 | +3.5% | 1.71% | +3.1% |
| Q1 2018 | $7,837,000 | +0.6% | 41,780 | +1.8% | 1.66% | +1.8% |
| Q4 2017 | $7,789,000 | +8.7% | 41,042 | +2.5% | 1.63% | +3.7% |
| Q3 2017 | $7,165,000 | +1.9% | 40,050 | -0.9% | 1.57% | +0.1% |
| Q2 2017 | $7,033,000 | +2.5% | 40,433 | +0.9% | 1.57% | +2.1% |
| Q1 2017 | $6,859,000 | +8.7% | 40,062 | +5.0% | 1.54% | +3.4% |
| Q4 2016 | $6,308,000 | +9.6% | 38,152 | +2.6% | 1.48% | +7.1% |
| Q3 2016 | $5,753,000 | -1.2% | 37,186 | -4.6% | 1.39% | -5.4% |
| Q2 2016 | $5,824,000 | +1.6% | 38,982 | -2.0% | 1.47% | +4.3% |
| Q1 2016 | $5,733,000 | -14.7% | 39,761 | -17.6% | 1.41% | -11.5% |
| Q4 2015 | $6,719,000 | -3.6% | 48,226 | -5.5% | 1.59% | -6.3% |
| Q3 2015 | $6,971,000 | -3.8% | 51,031 | +5.6% | 1.69% | +4.7% |
| Q2 2015 | $7,245,000 | +12.2% | 48,306 | +13.6% | 1.62% | +12.2% |
| Q1 2015 | $6,460,000 | +40.6% | 42,508 | +34.0% | 1.44% | +37.2% |
| Q4 2014 | $4,595,000 | +30.9% | 31,732 | +23.6% | 1.05% | +28.6% |
| Q3 2014 | $3,510,000 | +33.8% | 25,669 | +40.0% | 0.82% | +34.8% |
| Q2 2014 | $2,623,000 | +9.6% | 18,335 | +5.3% | 0.61% | +6.1% |
| Q1 2014 | $2,393,000 | +28.7% | 17,407 | +25.2% | 0.57% | +28.6% |
| Q4 2013 | $1,860,000 | +42.6% | 13,903 | +32.3% | 0.44% | +34.1% |
| Q3 2013 | $1,304,000 | +49.0% | 10,505 | +38.7% | 0.33% | +43.3% |
| Q2 2013 | $875,000 | – | 7,573 | – | 0.23% | – |
Download | ||||||
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% |