ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $742,000 | +16.3% | 4,171 | -6.0% | 0.29% | -5.3% |
| Q1 2020 | $638,000 | -39.7% | 4,436 | -13.7% | 0.30% | -29.3% |
| Q4 2019 | $1,058,000 | +17.4% | 5,141 | +10.3% | 0.43% | +8.6% |
| Q3 2019 | $901,000 | +10.3% | 4,661 | +10.9% | 0.40% | +11.9% |
| Q2 2019 | $817,000 | +88.2% | 4,204 | +83.4% | 0.35% | +89.3% |
| Q1 2019 | $434,000 | -10.3% | 2,292 | -4.3% | 0.19% | +10.7% |
| Q3 2018 | $484,000 | +4.1% | 2,395 | +0.7% | 0.17% | -0.6% |
| Q2 2018 | $465,000 | +8.1% | 2,379 | +3.8% | 0.17% | +14.9% |
| Q1 2018 | $430,000 | +56.9% | 2,291 | +58.4% | 0.15% | +45.1% |
| Q4 2017 | $274,000 | +9.2% | 1,446 | +3.0% | 0.10% | -1.9% |
| Q3 2017 | $251,000 | +17.8% | 1,404 | +14.7% | 0.10% | +8.3% |
| Q2 2017 | $213,000 | – | 1,224 | – | 0.10% | – |
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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% |