ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $13,657,000 | +14.7% | 72,105 | +0.6% | 2.87% | +6.4% |
| Q4 2018 | $11,903,000 | -22.2% | 71,681 | -5.6% | 2.70% | -14.9% |
| Q3 2018 | $15,295,000 | +38.1% | 75,946 | +33.6% | 3.17% | +26.4% |
| Q2 2018 | $11,075,000 | +7.3% | 56,861 | +3.4% | 2.51% | +4.8% |
| Q1 2018 | $10,317,000 | +10.4% | 55,001 | +11.7% | 2.39% | +6.3% |
| Q4 2017 | $9,348,000 | +14.5% | 49,256 | +7.9% | 2.25% | +6.5% |
| Q3 2017 | $8,163,000 | +5.3% | 45,629 | +2.4% | 2.11% | -11.3% |
| Q2 2017 | $7,752,000 | +8.2% | 44,566 | +6.5% | 2.38% | -2.0% |
| Q1 2017 | $7,167,000 | +78.8% | 41,856 | +72.7% | 2.43% | +55.9% |
| Q4 2016 | $4,008,000 | +14.1% | 24,242 | +6.8% | 1.56% | +7.5% |
| Q3 2016 | $3,512,000 | +5.4% | 22,701 | +1.8% | 1.45% | +0.9% |
| Q2 2016 | $3,332,000 | +19.0% | 22,301 | +14.8% | 1.44% | +10.9% |
| Q1 2016 | $2,801,000 | +31.8% | 19,428 | +27.0% | 1.30% | +12.4% |
| Q4 2015 | $2,125,000 | +37.5% | 15,294 | +35.1% | 1.15% | +22.7% |
| Q3 2015 | $1,546,000 | – | 11,319 | – | 0.94% | – |
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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% |