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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $897,000 | -47.5% | 5,458 | -35.8% | 0.64% | -40.1% |
| Q3 2018 | $1,710,000 | -1.3% | 8,495 | -4.5% | 1.06% | -13.8% |
| Q2 2018 | $1,733,000 | -77.9% | 8,895 | -78.7% | 1.23% | -81.7% |
| Q1 2018 | $7,833,000 | -30.2% | 41,761 | -29.4% | 6.71% | -27.5% |
| Q4 2017 | $11,229,000 | +3.9% | 59,167 | -2.1% | 9.26% | -5.2% |
| Q3 2017 | $10,812,000 | +4.4% | 60,436 | +1.5% | 9.76% | +5.2% |
| Q2 2017 | $10,355,000 | +7.3% | 59,527 | +5.6% | 9.28% | +17.2% |
| Q1 2017 | $9,649,000 | +6.7% | 56,354 | +3.1% | 7.92% | +9.6% |
| Q4 2016 | $9,041,000 | – | 54,679 | – | 7.23% | – |
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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% |