ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $16,000 | +6.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 80 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $13,000 | -18.8% | 80 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $16,000 | -52.9% | 80 | -54.3% | 0.01% | -50.0% |
| Q2 2018 | $34,000 | +3.0% | 175 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $33,000 | -54.8% | 175 | -58.8% | 0.01% | -50.0% |
| Q1 2017 | $73,000 | -13.1% | 425 | -16.7% | 0.03% | -20.0% |
| Q4 2016 | $84,000 | +7.7% | 510 | 0.0% | 0.04% | +9.4% |
| Q3 2016 | $78,000 | -25.7% | 510 | -27.1% | 0.03% | -41.8% |
| Q2 2016 | $105,000 | -27.6% | 700 | +3233.3% | 0.06% | – |
| Q1 2016 | $145,000 | +935.7% | 21 | -77.9% | 0.00% | -100.0% |
| Q4 2015 | $14,000 | +7.7% | 95 | 0.0% | 0.01% | -40.0% |
| Q3 2015 | $13,000 | -7.1% | 95 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $14,000 | -99.9% | 95 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,438,000 | +103028.6% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $14,000 | -69.6% | 95 | -71.5% | 0.01% | -73.0% |
| Q3 2014 | $46,000 | -99.8% | 333 | +57.8% | 0.04% | +60.9% |
| Q2 2014 | $30,189,000 | +131.2% | 211 | +122.1% | 0.02% | +109.1% |
| Q1 2014 | $13,060,000 | – | 95 | – | 0.01% | – |
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% |