ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $648,000 | -1.1% | 3,455 | +0.1% | 0.17% | -5.6% |
| Q4 2017 | $655,000 | +9.5% | 3,452 | +3.2% | 0.18% | 0.0% |
| Q3 2017 | $598,000 | +89.8% | 3,345 | +84.8% | 0.18% | +86.3% |
| Q2 2017 | $315,000 | +32.4% | 1,810 | +30.3% | 0.10% | +28.4% |
| Q1 2017 | $238,000 | +4.8% | 1,389 | +1.3% | 0.07% | -2.6% |
| Q4 2016 | $227,000 | +2.3% | 1,371 | -4.3% | 0.08% | +1.3% |
| Q3 2016 | $222,000 | – | 1,433 | – | 0.08% | – |
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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% |