ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $13,051,000 | -37.4% | 63,410 | -41.2% | 16.18% | +28.6% |
| Q3 2019 | $20,847,000 | -50.9% | 107,886 | -50.6% | 12.58% | -38.9% |
| Q2 2019 | $42,450,000 | +185.7% | 218,520 | +178.6% | 20.59% | +158.9% |
| Q1 2019 | $14,858,000 | +108.9% | 78,447 | +83.2% | 7.95% | +104.4% |
| Q4 2018 | $7,112,000 | +72.1% | 42,828 | +108.6% | 3.89% | +79.4% |
| Q3 2018 | $4,133,000 | -78.2% | 20,531 | -78.9% | 2.17% | -81.7% |
| Q2 2018 | $18,958,000 | -12.0% | 97,328 | -15.3% | 11.87% | -7.6% |
| Q1 2018 | $21,549,000 | +135.6% | 114,883 | +138.4% | 12.84% | +295.9% |
| Q4 2017 | $9,145,000 | +42.0% | 48,190 | +33.9% | 3.24% | +78.7% |
| Q3 2017 | $6,440,000 | +3.9% | 35,996 | +1.0% | 1.82% | -3.8% |
| Q2 2017 | $6,199,000 | -32.2% | 35,639 | -33.2% | 1.89% | -12.0% |
| Q1 2017 | $9,140,000 | -5.7% | 53,383 | -8.9% | 2.14% | -7.1% |
| Q4 2016 | $9,690,000 | – | 58,606 | – | 2.31% | – |
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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% |