ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $117,017,000 | -2.0% | 567,675 | -8.0% | 0.81% | -8.3% |
| Q3 2019 | $119,460,000 | -13.3% | 617,288 | -12.8% | 0.88% | -16.5% |
| Q2 2019 | $137,747,000 | +1.4% | 708,131 | -1.1% | 1.06% | -5.5% |
| Q1 2019 | $135,838,000 | +8.6% | 716,253 | -4.8% | 1.12% | -9.0% |
| Q4 2018 | $125,078,000 | -7.2% | 752,239 | +12.4% | 1.23% | -9.6% |
| Q3 2018 | $134,781,000 | +42.7% | 669,347 | +38.1% | 1.36% | +4.7% |
| Q2 2018 | $94,421,000 | +6.2% | 484,602 | +2.2% | 1.30% | +6.2% |
| Q1 2018 | $88,927,000 | +0.2% | 473,945 | +1.3% | 1.22% | +3.0% |
| Q4 2017 | $88,782,000 | +33.0% | 467,686 | +25.3% | 1.19% | +13.0% |
| Q3 2017 | $66,766,000 | +28.2% | 373,173 | +24.7% | 1.05% | +14.8% |
| Q2 2017 | $52,071,000 | +12.7% | 299,333 | +11.0% | 0.92% | -1.9% |
| Q1 2017 | $46,195,000 | +35.5% | 269,786 | +30.9% | 0.93% | +21.2% |
| Q4 2016 | $34,087,000 | -0.7% | 206,138 | -7.1% | 0.77% | -6.8% |
| Q3 2016 | $34,327,000 | +52.3% | 221,855 | +47.1% | 0.83% | +39.3% |
| Q2 2016 | $22,534,000 | – | 150,857 | – | 0.59% | – |
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% |