ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $417,000 | +10.6% | 2,202 | -3.0% | 0.17% | -1.8% |
| Q4 2018 | $377,000 | -31.8% | 2,271 | -17.5% | 0.17% | -15.8% |
| Q3 2018 | $553,000 | +3.9% | 2,752 | +0.7% | 0.20% | +8.0% |
| Q2 2018 | $532,000 | +3.9% | 2,732 | 0.0% | 0.19% | +0.5% |
| Q1 2018 | $512,000 | -4.7% | 2,732 | -3.5% | 0.19% | -4.1% |
| Q4 2017 | $537,000 | +23.4% | 2,832 | +16.4% | 0.20% | +15.4% |
| Q3 2017 | $435,000 | +2.8% | 2,432 | 0.0% | 0.17% | -1.7% |
| Q2 2017 | $423,000 | +1.7% | 2,432 | 0.0% | 0.17% | -5.5% |
| Q1 2017 | $416,000 | +3.5% | 2,432 | 0.0% | 0.18% | -3.7% |
| Q4 2016 | $402,000 | +38.6% | 2,432 | +29.8% | 0.19% | +41.0% |
| Q3 2016 | $290,000 | +2.8% | 1,873 | -0.9% | 0.13% | -7.6% |
| Q2 2016 | $282,000 | +6.0% | 1,890 | +2.4% | 0.14% | +4.3% |
| Q1 2016 | $266,000 | +3.5% | 1,845 | 0.0% | 0.14% | +5.3% |
| Q4 2015 | $257,000 | +2.0% | 1,845 | 0.0% | 0.13% | -5.7% |
| Q3 2015 | $252,000 | -9.0% | 1,845 | 0.0% | 0.14% | +6.1% |
| Q2 2015 | $277,000 | +10.8% | 1,845 | +12.0% | 0.13% | +10.9% |
| Q1 2015 | $250,000 | – | 1,648 | – | 0.12% | – |
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% |