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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $11,794,000 | -42.5% | 60,713 | -40.4% | 2.03% | -40.6% |
| Q3 2018 | $20,514,000 | +3.7% | 101,915 | +0.3% | 3.41% | -6.6% |
| Q2 2018 | $19,784,000 | +4.1% | 101,572 | +0.2% | 3.65% | +5.8% |
| Q1 2018 | $19,012,000 | -0.9% | 101,359 | +0.3% | 3.45% | +5.9% |
| Q4 2017 | $19,181,000 | +6.5% | 101,068 | +0.4% | 3.26% | -2.2% |
| Q3 2017 | $18,009,000 | +2.8% | 100,666 | -0.0% | 3.33% | +0.2% |
| Q2 2017 | $17,518,000 | +2.6% | 100,706 | +1.0% | 3.33% | +1.9% |
| Q1 2017 | $17,077,000 | +4.1% | 99,740 | +0.5% | 3.26% | -2.9% |
| Q4 2016 | $16,406,000 | – | 99,225 | – | 3.36% | – |
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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% |