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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $214,000 | -15.7% | 931 | -24.6% | 0.05% | -10.2% |
| Q4 2019 | $254,000 | -28.0% | 1,235 | -32.3% | 0.06% | -33.0% |
| Q3 2019 | $353,000 | +141.8% | 1,824 | +143.5% | 0.09% | +66.0% |
| Q2 2018 | $146,000 | +4.3% | 749 | 0.0% | 0.05% | +3.9% |
| Q1 2018 | $140,000 | +5.3% | 749 | 0.0% | 0.05% | -5.6% |
| Q3 2017 | $133,000 | +2.3% | 749 | 0.0% | 0.05% | +3.8% |
| Q2 2017 | $130,000 | +0.8% | 749 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $129,000 | +4.0% | 749 | 0.0% | 0.05% | +52.9% |
| Q4 2016 | $124,000 | +7.8% | 749 | 0.0% | 0.03% | -24.4% |
| Q3 2016 | $115,000 | +538.9% | 749 | +480.6% | 0.04% | +462.5% |
| Q1 2016 | $18,000 | 0.0% | 129 | 0.0% | 0.01% | -11.1% |
| Q4 2015 | $18,000 | – | 129 | – | 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% |