ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $4,174,000 | +4.3% | 20,736 | +0.9% | 0.47% | +4.5% |
| Q2 2018 | $4,003,000 | +11.1% | 20,550 | +7.0% | 0.45% | +10.4% |
| Q1 2018 | $3,602,000 | -5.5% | 19,205 | -4.3% | 0.40% | -2.9% |
| Q4 2017 | $3,810,000 | +10.0% | 20,078 | +3.7% | 0.42% | +4.5% |
| Q3 2017 | $3,463,000 | +3.5% | 19,359 | +0.6% | 0.40% | -11.9% |
| Q2 2017 | $3,347,000 | +11.7% | 19,242 | +9.9% | 0.45% | +25.8% |
| Q1 2017 | $2,997,000 | +27.6% | 17,501 | +23.2% | 0.36% | +21.2% |
| Q4 2016 | $2,349,000 | +7.5% | 14,206 | +0.6% | 0.30% | +4.2% |
| Q3 2016 | $2,185,000 | -0.5% | 14,120 | -4.0% | 0.28% | -4.0% |
| Q2 2016 | $2,197,000 | +4.3% | 14,709 | +0.7% | 0.30% | +1.4% |
| Q1 2016 | $2,107,000 | -6.2% | 14,613 | -9.4% | 0.29% | -7.6% |
| Q4 2015 | $2,246,000 | +9.4% | 16,125 | +7.3% | 0.32% | +5.3% |
| Q3 2015 | $2,053,000 | -11.8% | 15,029 | -3.1% | 0.30% | -4.4% |
| Q2 2015 | $2,327,000 | +6.6% | 15,514 | +8.0% | 0.32% | +7.5% |
| Q1 2015 | $2,183,000 | +8.8% | 14,367 | +5.2% | 0.29% | +6.5% |
| Q4 2014 | $2,006,000 | +358.0% | 13,657 | +326.4% | 0.28% | +336.5% |
| Q3 2014 | $438,000 | +69.8% | 3,203 | +77.7% | 0.06% | +70.3% |
| Q2 2014 | $258,000 | – | 1,802 | – | 0.04% | – |
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% |