ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 944 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $389,000 | +6.6% | 1,890 | 0.0% | 0.16% | -3.7% |
| Q3 2019 | $365,000 | -0.5% | 1,890 | 0.0% | 0.16% | -9.9% |
| Q2 2019 | $367,000 | +2.5% | 1,890 | 0.0% | 0.18% | -6.7% |
| Q1 2019 | $358,000 | +14.0% | 1,890 | 0.0% | 0.19% | 0.0% |
| Q4 2018 | $314,000 | -17.4% | 1,890 | 0.0% | 0.19% | +4.3% |
| Q3 2018 | $380,000 | +3.3% | 1,890 | 0.0% | 0.19% | -7.0% |
| Q2 2018 | $368,000 | +4.2% | 1,890 | 0.0% | 0.20% | -18.7% |
| Q1 2018 | $353,000 | -1.7% | 1,890 | 0.0% | 0.25% | +24.9% |
| Q4 2017 | $359,000 | +5.3% | 1,890 | 0.0% | 0.20% | -1.5% |
| Q3 2017 | $341,000 | +3.3% | 1,890 | 0.0% | 0.20% | -1.0% |
| Q2 2017 | $330,000 | +21.3% | 1,890 | +18.9% | 0.20% | +2.0% |
| Q1 2017 | $272,000 | – | 1,590 | – | 0.20% | – |
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% |