ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $3,605,000 | +5.1% | 13,416 | +1.8% | 1.53% | -0.7% |
| Q1 2021 | $3,430,000 | -33.8% | 13,177 | -47.6% | 1.54% | -43.8% |
| Q4 2019 | $5,179,000 | -35.1% | 25,161 | -37.2% | 2.74% | -39.5% |
| Q3 2019 | $7,980,000 | +16.9% | 40,064 | +14.0% | 4.53% | +15.5% |
| Q2 2019 | $6,826,000 | +10.8% | 35,137 | +8.0% | 3.92% | +6.2% |
| Q1 2019 | $6,163,000 | +20.2% | 32,537 | +5.4% | 3.69% | +16.3% |
| Q4 2018 | $5,127,000 | -13.0% | 30,872 | +5.4% | 3.18% | -11.1% |
| Q3 2018 | $5,894,000 | +3.7% | 29,282 | +0.4% | 3.57% | -10.5% |
| Q2 2018 | $5,683,000 | +1.5% | 29,175 | -2.3% | 3.99% | +4.0% |
| Q1 2018 | $5,601,000 | +1.7% | 29,862 | +3.0% | 3.84% | -4.5% |
| Q4 2017 | $5,505,000 | – | 29,005 | – | 4.02% | – |
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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% |