ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $11,668,000 | +28.4% | 61,605 | +12.6% | 1.10% | +16.0% |
| Q4 2018 | $9,088,000 | +1.9% | 54,728 | +23.5% | 0.95% | +14.6% |
| Q3 2018 | $8,922,000 | +14.5% | 44,326 | +10.9% | 0.83% | +9.4% |
| Q2 2018 | $7,789,000 | +26.0% | 39,987 | +21.3% | 0.76% | +22.3% |
| Q1 2018 | $6,183,000 | +67.5% | 32,962 | +69.5% | 0.62% | +65.8% |
| Q4 2017 | $3,691,000 | +50.8% | 19,450 | +42.1% | 0.37% | +45.0% |
| Q3 2017 | $2,448,000 | +42.9% | 13,684 | +39.0% | 0.26% | +37.2% |
| Q2 2017 | $1,713,000 | +34.0% | 9,848 | +31.9% | 0.19% | +31.5% |
| Q1 2017 | $1,278,000 | +2508.2% | 7,466 | +2095.9% | 0.14% | +1942.9% |
| Q4 2014 | $49,000 | -34.7% | 340 | -37.6% | 0.01% | -36.4% |
| Q3 2014 | $75,000 | -3.8% | 545 | 0.0% | 0.01% | -8.3% |
| Q2 2014 | $78,000 | -16.1% | 545 | -19.9% | 0.01% | -14.3% |
| Q1 2014 | $93,000 | +27.4% | 680 | +24.8% | 0.01% | +27.3% |
| Q4 2013 | $73,000 | -12.0% | 545 | -18.7% | 0.01% | -21.4% |
| Q3 2013 | $83,000 | -19.4% | 670 | -25.1% | 0.01% | -22.2% |
| Q2 2013 | $103,000 | – | 895 | – | 0.02% | – |
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% |