ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 944 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $218,000 | +39.7% | 1,218 | +36.1% | 0.06% | +35.7% |
| Q2 2017 | $156,000 | +17.3% | 895 | +15.6% | 0.04% | +13.5% |
| Q1 2017 | $133,000 | +8.1% | 774 | +4.0% | 0.04% | +2.8% |
| Q4 2016 | $123,000 | -66.1% | 744 | -70.5% | 0.04% | -66.0% |
| Q1 2016 | $363,000 | -52.8% | 2,519 | -54.4% | 0.11% | -51.8% |
| Q4 2015 | $769,000 | +123.5% | 5,519 | +119.1% | 0.22% | +120.0% |
| Q3 2015 | $344,000 | -9.0% | 2,519 | 0.0% | 0.10% | +6.4% |
| Q2 2015 | $378,000 | -1.3% | 2,519 | 0.0% | 0.09% | -5.1% |
| Q1 2015 | $383,000 | +4.9% | 2,519 | 0.0% | 0.10% | +4.2% |
| Q4 2014 | $365,000 | +6.1% | 2,519 | 0.0% | 0.10% | 0.0% |
| Q3 2014 | $344,000 | -4.4% | 2,519 | 0.0% | 0.10% | +3.3% |
| Q2 2014 | $360,000 | +4.0% | 2,519 | 0.0% | 0.09% | +9.5% |
| Q1 2014 | $346,000 | +3.6% | 2,519 | +0.8% | 0.08% | -13.4% |
| Q4 2013 | $334,000 | – | 2,498 | – | 0.10% | – |
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% |