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 2019 | $7,841,000 | -51.0% | 38,096 | -54.0% | 3.18% | -5.6% |
| Q3 2019 | $16,018,000 | -2.9% | 82,900 | -2.1% | 3.37% | -0.9% |
| Q2 2019 | $16,492,000 | +127.2% | 84,658 | +120.9% | 3.40% | +12.5% |
| Q1 2019 | $7,259,000 | -41.6% | 38,327 | -48.8% | 3.02% | +3.8% |
| Q4 2018 | $12,440,000 | +70.3% | 74,914 | +106.5% | 2.91% | -2.7% |
| Q3 2018 | $7,304,000 | +9.7% | 36,284 | +6.1% | 2.99% | +3.2% |
| Q2 2018 | $6,660,000 | -47.1% | 34,193 | -49.0% | 2.90% | +2.5% |
| Q1 2018 | $12,586,000 | +108.4% | 67,098 | +110.8% | 2.83% | +3.9% |
| Q4 2017 | $6,040,000 | +6.6% | 31,826 | +2.9% | 2.72% | +3.3% |
| Q3 2017 | $5,667,000 | +880.4% | 30,943 | +831.5% | 2.63% | +691.0% |
| Q2 2017 | $578,000 | -49.2% | 3,322 | -49.2% | 0.33% | +10.3% |
| Q1 2017 | $1,138,000 | +21.3% | 6,534 | +15.1% | 0.30% | +11.0% |
| Q4 2016 | $938,000 | +136.9% | 5,678 | +117.3% | 0.27% | +13.3% |
| Q3 2016 | $396,000 | +0.3% | 2,613 | +3.3% | 0.24% | +0.8% |
| Q2 2016 | $395,000 | -37.3% | 2,530 | -42.1% | 0.24% | +13.3% |
| Q1 2016 | $630,000 | +137.7% | 4,370 | +130.1% | 0.21% | +15.4% |
| Q4 2015 | $265,000 | – | 1,899 | – | 0.18% | – |
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% |