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 2019 | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | +50.0% | 17 | +30.8% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 13 | +30.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | -75.0% | 10 | -78.3% | 0.00% | -66.7% |
| Q4 2018 | $8,000 | -75.0% | 46 | -70.9% | 0.00% | -70.0% |
| Q3 2018 | $32,000 | +3.2% | 158 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $31,000 | +6.9% | 158 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $29,000 | -3.3% | 158 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $30,000 | +7.1% | 158 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $28,000 | +3.7% | 158 | 0.0% | 0.01% | -9.1% |
| Q2 2017 | $27,000 | – | 158 | – | 0.01% | – |
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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% |