ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,695,000 | +6.7% | 42,247 | +0.2% | 1.52% | -2.7% |
| Q3 2019 | $8,151,000 | +1.2% | 42,182 | +1.7% | 1.57% | -4.9% |
| Q2 2019 | $8,056,000 | +4.2% | 41,472 | +1.6% | 1.65% | +1.4% |
| Q1 2019 | $7,731,000 | +14.6% | 40,821 | +0.5% | 1.63% | -2.3% |
| Q4 2018 | $6,744,000 | -18.8% | 40,611 | -1.6% | 1.66% | -9.3% |
| Q3 2018 | $8,303,000 | -0.1% | 41,251 | -3.4% | 1.84% | -6.5% |
| Q2 2018 | $8,313,000 | -0.8% | 42,681 | -4.5% | 1.96% | -5.9% |
| Q1 2018 | $8,380,000 | +0.4% | 44,676 | +1.5% | 2.09% | +0.9% |
| Q4 2017 | $8,350,000 | +5.6% | 43,996 | -0.4% | 2.07% | +2.0% |
| Q3 2017 | $7,906,000 | +3.2% | 44,191 | +0.4% | 2.03% | -4.9% |
| Q2 2017 | $7,660,000 | +0.4% | 44,036 | -1.1% | 2.13% | -4.5% |
| Q1 2017 | $7,627,000 | +2.2% | 44,546 | -1.3% | 2.23% | -2.7% |
| Q4 2016 | $7,464,000 | +8.4% | 45,146 | +1.4% | 2.30% | +7.0% |
| Q3 2016 | $6,886,000 | +5.7% | 44,506 | +2.0% | 2.14% | +9.6% |
| Q2 2016 | $6,517,000 | +44.0% | 43,621 | +39.0% | 1.96% | +46.3% |
| Q1 2016 | $4,525,000 | +3.9% | 31,379 | +0.3% | 1.34% | -3.7% |
| Q4 2015 | $4,357,000 | +3.3% | 31,275 | +1.2% | 1.39% | -2.5% |
| Q3 2015 | $4,216,000 | -5.9% | 30,915 | +3.6% | 1.42% | -2.2% |
| Q2 2015 | $4,478,000 | – | 29,855 | – | 1.46% | – |
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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% |