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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $502,000 | -62.8% | 3,026 | -54.9% | 0.12% | -49.4% |
| Q3 2018 | $1,350,000 | +3.4% | 6,706 | 0.0% | 0.24% | -13.4% |
| Q2 2018 | $1,306,000 | +3.8% | 6,706 | 0.0% | 0.28% | +5.3% |
| Q1 2018 | $1,258,000 | +30.4% | 6,706 | +31.9% | 0.26% | +0.4% |
| Q4 2017 | $965,000 | +6.0% | 5,084 | 0.0% | 0.26% | -5.8% |
| Q3 2017 | $910,000 | +67.9% | 5,084 | +63.3% | 0.28% | +62.9% |
| Q2 2017 | $542,000 | +1.7% | 3,113 | 0.0% | 0.17% | -0.6% |
| Q1 2017 | $533,000 | +3.7% | 3,113 | 0.0% | 0.17% | -11.4% |
| Q4 2016 | $514,000 | +6.9% | 3,113 | 0.0% | 0.19% | -1.0% |
| Q3 2016 | $481,000 | +3.4% | 3,113 | 0.0% | 0.20% | -10.6% |
| Q2 2016 | $465,000 | -58.8% | 3,113 | -60.3% | 0.22% | -60.4% |
| Q1 2016 | $1,130,000 | +3.5% | 7,834 | 0.0% | 0.55% | +3.8% |
| Q4 2015 | $1,092,000 | +2.1% | 7,834 | 0.0% | 0.53% | -19.3% |
| Q3 2015 | $1,070,000 | -15.1% | 7,834 | -6.8% | 0.66% | -19.3% |
| Q2 2015 | $1,260,000 | -1.3% | 8,404 | 0.0% | 0.82% | -1.1% |
| Q1 2015 | $1,277,000 | +4.9% | 8,404 | 0.0% | 0.82% | -3.3% |
| Q4 2014 | $1,217,000 | +31.3% | 8,404 | +24.0% | 0.85% | +28.3% |
| Q3 2014 | $927,000 | – | 6,779 | – | 0.66% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |