ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $413,000 | +6.7% | 2,050 | +3.2% | 0.09% | -7.4% |
| Q2 2018 | $387,000 | +1.8% | 1,986 | -2.1% | 0.09% | -2.1% |
| Q1 2018 | $380,000 | -3.1% | 2,028 | -1.9% | 0.10% | +6.7% |
| Q4 2017 | $392,000 | +5.1% | 2,067 | -0.8% | 0.09% | -6.2% |
| Q3 2017 | $373,000 | +6.0% | 2,084 | +3.1% | 0.10% | -5.9% |
| Q2 2017 | $352,000 | -2.8% | 2,021 | -4.4% | 0.10% | -14.3% |
| Q1 2017 | $362,000 | -0.8% | 2,115 | -4.3% | 0.12% | -19.6% |
| Q4 2016 | $365,000 | +6.4% | 2,210 | -0.2% | 0.15% | -3.3% |
| Q3 2016 | $343,000 | +8.5% | 2,215 | -5.0% | 0.15% | +15.0% |
| Q2 2016 | $316,000 | +45.0% | 2,331 | +54.5% | 0.13% | +38.5% |
| Q1 2016 | $218,000 | +12.4% | 1,509 | +8.6% | 0.10% | -1.0% |
| Q4 2015 | $194,000 | -19.5% | 1,390 | -21.1% | 0.10% | -28.7% |
| Q3 2015 | $241,000 | +25.5% | 1,762 | +37.4% | 0.14% | +28.3% |
| Q2 2015 | $192,000 | -38.9% | 1,282 | -38.0% | 0.11% | +19.1% |
| Q1 2015 | $314,000 | +157.4% | 2,069 | +145.7% | 0.09% | +29.0% |
| Q4 2014 | $122,000 | +6.1% | 842 | 0.0% | 0.07% | -1.4% |
| Q3 2014 | $115,000 | -6.5% | 842 | -2.3% | 0.07% | -6.7% |
| Q2 2014 | $123,000 | +4.2% | 862 | 0.0% | 0.08% | -3.8% |
| Q1 2014 | $118,000 | +2.6% | 862 | 0.0% | 0.08% | -1.3% |
| Q4 2013 | $115,000 | – | 862 | – | 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% |