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 | $211,000 | -96.6% | 1,270 | -95.8% | 0.18% | -96.2% |
| Q3 2018 | $6,128,000 | +1.9% | 30,444 | -1.4% | 4.67% | -0.6% |
| Q2 2018 | $6,011,000 | +4.9% | 30,862 | +1.0% | 4.70% | +5.8% |
| Q1 2018 | $5,731,000 | -0.8% | 30,553 | +0.3% | 4.44% | +1.0% |
| Q4 2017 | $5,779,000 | +5.5% | 30,451 | -0.5% | 4.39% | +2.7% |
| Q3 2017 | $5,476,000 | +1.3% | 30,607 | -1.5% | 4.28% | -0.0% |
| Q2 2017 | $5,404,000 | -3.2% | 31,065 | -4.7% | 4.28% | -1.4% |
| Q1 2017 | $5,583,000 | +401.6% | 32,606 | +384.2% | 4.34% | +399.1% |
| Q4 2016 | $1,113,000 | -5.2% | 6,734 | -11.2% | 0.87% | -4.9% |
| Q3 2016 | $1,174,000 | -1.5% | 7,586 | -4.9% | 0.92% | -2.3% |
| Q2 2016 | $1,192,000 | +8.3% | 7,980 | +4.5% | 0.94% | -2.6% |
| Q1 2016 | $1,101,000 | +353.1% | 7,633 | +337.2% | 0.96% | +490.2% |
| Q4 2015 | $243,000 | -59.4% | 1,746 | -57.9% | 0.16% | -62.2% |
| Q3 2015 | $599,000 | +63.7% | 4,143 | +69.9% | 0.43% | +71.0% |
| Q2 2015 | $366,000 | -9.2% | 2,439 | -8.0% | 0.25% | -0.4% |
| Q1 2015 | $403,000 | -96.9% | 2,652 | -97.1% | 0.25% | -97.4% |
| Q4 2014 | $13,071,000 | – | 90,270 | – | 9.62% | – |
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% |