ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $902,000 | +0.2% | 4,670 | +0.8% | 0.01% | 0.0% |
| Q2 2019 | $900,000 | +5.0% | 4,635 | +2.5% | 0.01% | +12.5% |
| Q1 2019 | $857,000 | -52.9% | 4,524 | -58.7% | 0.01% | -60.0% |
| Q4 2018 | $1,818,000 | -17.3% | 10,948 | +0.2% | 0.02% | 0.0% |
| Q3 2018 | $2,199,000 | +3.5% | 10,927 | +0.2% | 0.02% | 0.0% |
| Q2 2018 | $2,124,000 | +4.5% | 10,906 | +0.6% | 0.02% | +5.3% |
| Q1 2018 | $2,033,000 | -15.9% | 10,838 | -14.9% | 0.02% | -13.6% |
| Q4 2017 | $2,416,000 | +4.3% | 12,732 | -1.7% | 0.02% | 0.0% |
| Q3 2017 | $2,317,000 | +2.9% | 12,954 | +0.1% | 0.02% | 0.0% |
| Q2 2017 | $2,252,000 | +0.3% | 12,947 | -1.3% | 0.02% | +4.8% |
| Q1 2017 | $2,246,000 | -10.0% | 13,115 | -13.1% | 0.02% | -8.7% |
| Q4 2016 | $2,495,000 | +240.8% | 15,093 | +219.2% | 0.02% | +228.6% |
| Q3 2016 | $732,000 | +3.4% | 4,729 | -0.2% | 0.01% | +16.7% |
| Q2 2016 | $708,000 | -9.7% | 4,740 | -12.8% | 0.01% | -14.3% |
| Q1 2016 | $784,000 | +14.3% | 5,436 | +10.4% | 0.01% | +16.7% |
| Q4 2015 | $686,000 | – | 4,923 | – | 0.01% | – |
Download | ||||||
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% |