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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $16,000 | +77.8% | 82 | +74.5% | 0.01% | +100.0% |
| Q2 2019 | $9,000 | -71.0% | 47 | -73.9% | 0.01% | -68.4% |
| Q2 2017 | $31,000 | 0.0% | 180 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $31,000 | +3.3% | 180 | 0.0% | 0.02% | +5.6% |
| Q4 2016 | $30,000 | – | 180 | – | 0.02% | – |
| Q2 2016 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2015 | $35,000 | +94.4% | 233 | +99.1% | 0.02% | +128.6% |
| Q1 2015 | $18,000 | 0.0% | 117 | -7.1% | 0.01% | 0.0% |
| Q4 2014 | $18,000 | -85.5% | 126 | -86.1% | 0.01% | -85.1% |
| Q3 2014 | $124,000 | -82.4% | 904 | -81.6% | 0.05% | -78.4% |
| Q2 2014 | $703,000 | -34.1% | 4,912 | -38.4% | 0.22% | -40.3% |
| Q4 2013 | $1,067,000 | – | 7,971 | – | 0.36% | – |
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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% |