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 2019 | $840,000 | +7.4% | 4,079 | +0.8% | 0.06% | -5.2% |
| Q3 2019 | $782,000 | -9.1% | 4,046 | -8.6% | 0.06% | -14.7% |
| Q2 2019 | $860,000 | +41.9% | 4,426 | +38.3% | 0.07% | +36.0% |
| Q1 2019 | $606,000 | +13.3% | 3,201 | -0.6% | 0.05% | 0.0% |
| Q4 2018 | $535,000 | -62.2% | 3,221 | -54.2% | 0.05% | -63.5% |
| Q3 2018 | $1,417,000 | +45.6% | 7,040 | +41.0% | 0.14% | +35.6% |
| Q2 2018 | $973,000 | +281.6% | 4,994 | +266.9% | 0.10% | +248.3% |
| Q1 2018 | $255,000 | -0.8% | 1,361 | +0.4% | 0.03% | +3.6% |
| Q4 2017 | $257,000 | +6.6% | 1,356 | +0.6% | 0.03% | +3.7% |
| Q3 2017 | $241,000 | +3.0% | 1,348 | +0.3% | 0.03% | 0.0% |
| Q2 2017 | $234,000 | +1.7% | 1,344 | 0.0% | 0.03% | -3.6% |
| Q1 2017 | $230,000 | +3.6% | 1,344 | +0.3% | 0.03% | -6.7% |
| Q4 2016 | $222,000 | +8.3% | 1,340 | +0.9% | 0.03% | -11.8% |
| Q3 2016 | $205,000 | +3.5% | 1,328 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $198,000 | +11.2% | 1,328 | +7.4% | 0.03% | +6.2% |
| Q1 2016 | $178,000 | +4.1% | 1,237 | +0.9% | 0.03% | +3.2% |
| Q4 2015 | $171,000 | +2.4% | 1,226 | +0.3% | 0.03% | -8.8% |
| Q3 2015 | $167,000 | -8.7% | 1,222 | +0.3% | 0.03% | -5.6% |
| Q2 2015 | $183,000 | -4.2% | 1,218 | -3.3% | 0.04% | -7.7% |
| Q1 2015 | $191,000 | +4.9% | 1,260 | +0.5% | 0.04% | +2.6% |
| Q4 2014 | $182,000 | +6.4% | 1,254 | +0.3% | 0.04% | -5.0% |
| Q3 2014 | $171,000 | -3.9% | 1,250 | +0.3% | 0.04% | 0.0% |
| Q2 2014 | $178,000 | +2.3% | 1,246 | -1.4% | 0.04% | -4.8% |
| Q1 2014 | $174,000 | +3.0% | 1,264 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $169,000 | +8.3% | 1,264 | +0.7% | 0.04% | 0.0% |
| Q3 2013 | $156,000 | +8.3% | 1,255 | +0.3% | 0.04% | +5.0% |
| Q2 2013 | $144,000 | – | 1,251 | – | 0.04% | – |
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% |