ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $281,000 | +1.4% | 1,448 | -1.1% | 0.15% | -2.6% |
| Q1 2019 | $277,000 | +10.4% | 1,464 | +13.7% | 0.15% | -1.3% |
| Q2 2018 | $251,000 | +3.7% | 1,288 | 0.0% | 0.15% | +2.7% |
| Q1 2018 | $242,000 | -0.8% | 1,288 | 0.0% | 0.15% | +5.7% |
| Q4 2017 | $244,000 | +50.6% | 1,288 | +41.9% | 0.14% | +43.9% |
| Q3 2017 | $162,000 | +1.2% | 908 | -1.3% | 0.10% | +3.2% |
| Q2 2017 | $160,000 | +53.8% | 920 | +37.3% | 0.10% | +55.7% |
| Q1 2017 | $104,000 | -12.6% | 670 | -6.9% | 0.06% | -10.3% |
| Q4 2016 | $119,000 | +14.4% | 720 | +7.5% | 0.07% | +119.4% |
| Q3 2016 | $104,000 | +4.0% | 670 | 0.0% | 0.03% | -47.5% |
| Q2 2016 | $100,000 | – | 670 | – | 0.06% | – |
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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% |