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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,603,000 | -16.7% | 15,673 | +1.0% | 0.54% | +1.3% |
| Q3 2018 | $3,125,000 | +5.4% | 15,523 | +2.0% | 0.54% | -1.1% |
| Q2 2018 | $2,965,000 | -2.3% | 15,223 | -5.9% | 0.54% | -3.7% |
| Q1 2018 | $3,034,000 | -11.2% | 16,173 | -10.2% | 0.56% | -9.2% |
| Q4 2017 | $3,418,000 | +3.2% | 18,008 | -2.7% | 0.62% | -4.3% |
| Q3 2017 | $3,311,000 | -46.2% | 18,505 | -47.7% | 0.65% | -48.0% |
| Q2 2017 | $6,160,000 | -13.0% | 35,410 | -14.3% | 1.25% | -8.9% |
| Q1 2017 | $7,078,000 | +3.1% | 41,340 | -0.4% | 1.37% | -3.0% |
| Q4 2016 | $6,865,000 | +48.1% | 41,520 | +38.6% | 1.42% | +36.2% |
| Q3 2016 | $4,635,000 | -23.1% | 29,960 | -25.7% | 1.04% | -22.6% |
| Q2 2016 | $6,027,000 | +51.9% | 40,345 | +46.7% | 1.34% | +45.4% |
| Q1 2016 | $3,967,000 | +3.5% | 27,510 | 0.0% | 0.92% | +7.3% |
| Q4 2015 | $3,833,000 | +2.6% | 27,510 | +0.6% | 0.86% | -5.9% |
| Q3 2015 | $3,737,000 | +2.8% | 27,356 | +12.9% | 0.91% | +12.4% |
| Q2 2015 | $3,634,000 | -2.1% | 24,231 | -0.8% | 0.81% | -3.0% |
| Q1 2015 | $3,713,000 | -0.1% | 24,431 | -4.8% | 0.84% | +0.6% |
| Q4 2014 | $3,716,000 | +3.6% | 25,666 | -2.2% | 0.83% | -0.5% |
| Q3 2014 | $3,588,000 | -6.3% | 26,241 | -2.0% | 0.84% | -6.0% |
| Q2 2014 | $3,830,000 | +6.1% | 26,771 | +1.9% | 0.89% | +1.8% |
| Q1 2014 | $3,610,000 | +25.3% | 26,261 | +21.9% | 0.87% | +25.8% |
| Q4 2013 | $2,882,000 | +10.0% | 21,541 | +2.1% | 0.70% | -3.5% |
| Q3 2013 | $2,620,000 | +4.8% | 21,106 | -2.4% | 0.72% | +0.6% |
| Q2 2013 | $2,499,000 | – | 21,636 | – | 0.72% | – |
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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% |