ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $7,180,000 | +3.8% | 37,158 | +4.3% | 0.24% | +2.6% |
| Q2 2019 | $6,919,000 | +4.5% | 35,618 | +1.9% | 0.23% | +1.3% |
| Q1 2019 | $6,621,000 | +21.4% | 34,958 | +6.4% | 0.23% | +5.0% |
| Q4 2018 | $5,454,000 | -17.5% | 32,846 | 0.0% | 0.22% | 0.0% |
| Q3 2018 | $6,611,000 | +8.0% | 32,846 | +4.5% | 0.22% | +3.8% |
| Q2 2018 | $6,123,000 | +7.1% | 31,438 | +3.2% | 0.21% | +4.5% |
| Q1 2018 | $5,715,000 | -1.2% | 30,470 | 0.0% | 0.20% | -1.0% |
| Q4 2017 | $5,783,000 | +1.0% | 30,470 | -4.8% | 0.20% | -3.3% |
| Q3 2017 | $5,727,000 | +2.3% | 32,010 | -0.5% | 0.21% | +2.4% |
| Q2 2017 | $5,599,000 | +1.6% | 32,186 | 0.0% | 0.20% | -1.4% |
| Q1 2017 | $5,511,000 | +7.5% | 32,186 | +3.8% | 0.21% | -3.7% |
| Q4 2016 | $5,125,000 | – | 30,998 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |